Lululemon Lacks Near-Term Fixes, FY27 Expectations Likely Too High, Citi Says -- Market Talk

Dow Jones

Jun 09

9:30 ET -- Expectations for Lululemon's fiscal 2027 are high, and Citi's Paul Lejuez says perhaps too high. In a report, the analyst says that sales continue to weaken across key regions, while growth in China is slowing against tougher comparisons. The North American business is also contracting and new CEO Heidi O'Neill doesn't begin until September. Lacking any particular positive force, the analyst says "consensus numbers are too high for F27, and we don't believe there is a near-term (or easy) fix for the business anytime soon." Citi cuts its target price to $130 from $185. Shares closed Monday at $117.55. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

June 09, 2026 09:30 ET (13:30 GMT)

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In a report, the analyst says that sales continue to weaken across key regions, while growth in China is slowing against tougher comparisons. The <a href=\"https://laohu8.com/S/FNCSF\">North American</a> business is also contracting and new CEO Heidi O'Neill doesn't begin until September. Lacking any particular positive force, the analyst says \"consensus numbers are too high for F27, and we don't believe there is a near-term (or easy) fix for the business anytime soon.\" Citi cuts its target price to $130 from $185. Shares closed Monday at $117.55. (adriano.marchese@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 09, 2026 09:30 ET (13:30 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lululemon Lacks Near-Term Fixes, FY27 Expectations Likely Too High, Citi Says -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLululemon Lacks Near-Term Fixes, FY27 Expectations Likely Too High, Citi Says -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-09 21:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  9:30 ET -- Expectations for <a href=\"https://laohu8.com/S/LULU\">Lululemon</a>'s fiscal 2027 are high, and Citi's Paul Lejuez says perhaps too high. In a report, the analyst says that sales continue to weaken across key regions, while growth in China is slowing against tougher comparisons. The <a href=\"https://laohu8.com/S/FNCSF\">North American</a> business is also contracting and new CEO Heidi O'Neill doesn't begin until September. Lacking any particular positive force, the analyst says \"consensus numbers are too high for F27, and we don't believe there is a near-term (or easy) fix for the business anytime soon.\" Citi cuts its target price to $130 from $185. Shares closed Monday at $117.55. 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In a report, the analyst says that sales continue to weaken across key regions, while growth in China is slowing against tougher comparisons. The North American business is also contracting and new CEO Heidi O'Neill doesn't begin until September. Lacking any particular positive force, the analyst says \"consensus numbers are too high for F27, and we don't believe there is a near-term  fix for the business anytime soon.\" Citi cuts its target price to $130 from $185. Shares closed Monday at $117.55. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LULU":"lululemon athletica","BK4504":"桥水持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LULG":"2倍做多LULU ETF-Leverage Shares","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4202":"服装、服饰与奢侈品"},"translate_title":"花旗表示，Lululemon缺乏近期修复措施，27财年预期可能过高——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LULG":0.6,"LULU":1.96},"content_text":"9:30 ET -- Expectations for Lululemon's fiscal 2027 are high, and Citi's Paul Lejuez says perhaps too high. In a report, the analyst says that sales continue to weaken across key regions, while growth in China is slowing against tougher comparisons. The North American business is also contracting and new CEO Heidi O'Neill doesn't begin until September. Lacking any particular positive force, the analyst says \"consensus numbers are too high for F27, and we don't believe there is a near-term (or easy) fix for the business anytime soon.\" Citi cuts its target price to $130 from $185. Shares closed Monday at $117.55. (adriano.marchese@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 09, 2026 09:30 ET (13:30 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}