Lululemon's Product Reset May not be Enough to Revive Growth Soon

Dow Jones

Jul 09

14:36 ET - Jefferies says Lululemon Athletica is making progress restoring the merchandise assortment that helped build its brand, but warns investors not to mistake that for a near-term turnaround. The brokerage said recent store checks found cleaner merchandising and a return to more neutral colors, though rebuilding consumer trust, stabilizing store traffic and improving productivity are likely to take several quarters. Jefferies maintained its Hold rating and $115 price target, noting purchase consideration and foot traffic remain under pressure while sales productivity and margins continue to deteriorate. The firm expects any broader strategic reset under incoming Chief Executive Heidi O'Neill to become more of a 2027 story than a catalyst for near-term earnings. (anvee.bhutani@wsj.com)

(END) Dow Jones Newswires

July 08, 2026 14:36 ET (18:36 GMT)

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The brokerage said recent store checks found cleaner merchandising and a return to more neutral colors, though rebuilding consumer trust, stabilizing store traffic and improving productivity are likely to take several quarters. Jefferies maintained its Hold rating and $115 price target, noting purchase consideration and foot traffic remain under pressure while sales productivity and margins continue to deteriorate. The firm expects any broader strategic reset under incoming Chief Executive Heidi O'Neill to become more of a 2027 story than a catalyst for near-term earnings. (anvee.bhutani@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  July 08, 2026 14:36 ET (18:36 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's Product Reset May not be Enough to Revive Growth Soon</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's Product Reset May not be Enough to Revive Growth Soon\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\">2026-07-09 02:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  14:36 ET - Jefferies says <a href=\"https://laohu8.com/S/LULU\">Lululemon</a> Athletica is making progress restoring the merchandise assortment that helped build its brand, but warns investors not to mistake that for a near-term turnaround. The brokerage said recent store checks found cleaner merchandising and a return to more neutral colors, though rebuilding consumer trust, stabilizing store traffic and improving productivity are likely to take several quarters. Jefferies maintained its Hold rating and $115 price target, noting purchase consideration and foot traffic remain under pressure while sales productivity and margins continue to deteriorate. The firm expects any broader strategic reset under incoming Chief Executive Heidi O'Neill to become more of a 2027 story than a catalyst for near-term earnings. (anvee.bhutani@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  July 08, 2026 14:36 ET (18:36 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1496350502.SGD","symbol_name":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2650316913","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2650316913","pubTimestamp":1783535760,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"14:36 ET - Jefferies says Lululemon Athletica is making progress restoring the merchandise assortment that helped build its brand, but warns investors not to mistake that for a near-term turnaround. The brokerage said recent store checks found cleaner merchandising and a return to more neutral colors, though rebuilding consumer trust, stabilizing store traffic and improving productivity are likely to take several quarters. Jefferies maintained its Hold rating and $115 price target, noting purchase consideration and foot traffic remain under pressure while sales productivity and margins continue to deteriorate. The firm expects any broader strategic reset under incoming Chief Executive Heidi O'Neill to become more of a 2027 story than a catalyst for near-term earnings.  Dow Jones NewswiresJuly 08, 2026 14:36 ET Copyright  2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4588":"碎股","LU0823411888.USD":"法巴消费创新基金 Cap","LULU":"lululemon athletica","BK4585":"ETF&股票定投概念","BK4202":"服装、服饰与奢侈品","LULG":"2倍做多LULU ETF-Leverage Shares","BK4504":"桥水持仓"},"translate_title":"Lululemon的产品重置可能不足以很快恢复增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LULU":1.96,"LULG":0.6},"content_text":"14:36 ET - Jefferies says Lululemon Athletica is making progress restoring the merchandise assortment that helped build its brand, but warns investors not to mistake that for a near-term turnaround. The brokerage said recent store checks found cleaner merchandising and a return to more neutral colors, though rebuilding consumer trust, stabilizing store traffic and improving productivity are likely to take several quarters. Jefferies maintained its Hold rating and $115 price target, noting purchase consideration and foot traffic remain under pressure while sales productivity and margins continue to deteriorate. The firm expects any broader strategic reset under incoming Chief Executive Heidi O'Neill to become more of a 2027 story than a catalyst for near-term earnings. (anvee.bhutani@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 08, 2026 14:36 ET (18:36 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":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}