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23,151 signal articles · 360 in last 24h · 110,708 total before filter · latest 21m ago
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JB Global Capital: Lessons from Lululemon’s (LULU) Investment Case
Insider Monkey9h agoneutral
JB Global Capital: Lessons from Lululemon’s (LULU) Investment Case

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Michael Burry Is Buying Lululemon (LULU) and MercadoLibre (MELI). Should You?
Insider Monkey1d agobullish
Michael Burry Is Buying Lululemon (LULU) and MercadoLibre (MELI). Should You?

Michael Burry’s latest stock moves are out and Wall Street is paying attention. According to media reports, Burry has piled into (NASDAQ:LULU) and MercadoLibre (NASDAQ:MELI). Lululemon: Down 40% This Year Lululemon (NASDAQ:LULU) sells yoga wear, running clothes, and athleisure. The stock has lost more than 40% year to date. Fiscal Q1 revenue was up just […]

Under Armour stock drops: AlphaSpace chart breakdown
Yahoo Finance Video4d agobearishVIDEO
Under Armour stock drops: AlphaSpace chart breakdown

Yahoo Finance Senior Reporter Brooke DiPalma and Yahoo Finance Markets and Data Editor Jared Blikre take a closer look at Under Armour (UAA) stock, which drops on the company's disappointing outlook. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

Lululemon (LULU) Faces California Lawsuit Over Alleged Misleading Discount Prices
Simply Wall St.6d agobearish
Lululemon (LULU) Faces California Lawsuit Over Alleged Misleading Discount Prices

Lululemon athletica (NasdaqGS:LULU) is facing a consumer lawsuit in California that challenges its use of reference prices on discounted items. The complaint alleges that Lululemon used former prices that did not reflect actual recent selling prices, creating the appearance of larger discounts. The case adds to broader legal scrutiny of how major retailers communicate pricing and promotions to shoppers. Lululemon athletica has built its brand around premium athletic and leisure apparel,...

Lululemon (LULU) Stock Could Be Reasonable After Recycling Supply Bet
Simply Wall St.19d agoneutral
Lululemon (LULU) Stock Could Be Reasonable After Recycling Supply Bet

After a steep five year share price decline of about 71%, lululemon athletica now trades at a level where valuation checks send a mixed message rather than a clear bargain signal. The stock has fallen roughly 71% over five years, which puts the current price in focus for investors asking whether the market has overcorrected. Recent investments in areas such as fulfillment capacity and recycled nylon supply can support long term growth and brand strength, but concerns around competition and...

Investing.com26d agobearish
Truist cuts Lululemon to sell, sees structural headwinds and nearly 20% downside

Investing.com -- Truist Securities downgraded Lululemon Athletica to Sell from Hold and slashed its price target to $94 from $115, warning that the athletic apparel retailer faces mounting structural challenges that could weigh on earnings and delay any meaningful recovery. The brokerage said near- and medium-term risks remain skewed to the downside, citing weakening card spending trends, deteriorating brand momentum across social media, rising competition, and uncertainty surrounding the compan