---
title: "Holiday Sales Split: Home Depot Stands Tall as Lululemon Stumbles"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301019458.md"
description: "Home Depot and Lowe's ride DIY demand to double-digit growth, while Lululemon's China sales plunge 15% and Mattel's holiday warning signals consumer fatigue. HOKA's rise offsets UGG's collapse at Deckers."
datetime: "2026-10-06T10:15:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301019458.md)
  - [en](https://longbridge.com/en/news/301019458.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301019458.md)
generator: "portal-rs"
---

# Holiday Sales Split: Home Depot Stands Tall as Lululemon Stumbles

As Home Depot (HD.US) and Lowe's Companies (LOW.US) rack up double-digit growth in Q2, athletic apparel brands scramble behind the scenes. While U.S. home improvement spending continues to rise, Lululemon Athletica (LULU.US) reported a 14.9% sequential drop in mainland China—a stark warning for premium activewear demand.

Deckers Outdoor (DECK.US) tells a rollercoaster tale: HOKA wholesale surged 4.8%, but UGG's 31.95% collapse dragged overall revenue down. Under Armour (UAA.US) remains tight-lipped, though industry watchers note Lululemon's aggressive expansion into performance gear is squeezing its margins.

The clearest red flag? Mattel (MAT.US) slashed its holiday season forecast, citing soft toy demand and Canadian tariff pressures. While home improvement retailers expand warehouses, consumer brands might need to confront an uncomfortable truth: shoppers are drawing tighter lines around discretionary spending.

### Related Stocks

- [HD.US](https://longbridge.com/en/quote/HD.US.md)
- [LOW.US](https://longbridge.com/en/quote/LOW.US.md)
- [LULU.US](https://longbridge.com/en/quote/LULU.US.md)
- [DECK.US](https://longbridge.com/en/quote/DECK.US.md)
- [UAA.US](https://longbridge.com/en/quote/UAA.US.md)
- [MAT.US](https://longbridge.com/en/quote/MAT.US.md)

## Related News & Research

- [Mattel Enters into Cooperation Agreement with EdgePoint Investment Group Inc. | MAT Stock News](https://longbridge.com/en/news/302609271.md)
- [Capital Square LLC Makes New $2.50 Million Investment in The Home Depot, Inc. $HD](https://longbridge.com/en/news/302313422.md)
- [Mattel grants CFO Peter H. Griffith 206,003 restricted stock units](https://longbridge.com/en/news/302619208.md)
- [Under Armour, Inc. $UAA Shares Acquired by Vontobel Holding Ltd.](https://longbridge.com/en/news/302257344.md)
- [Lowe's Companies, Inc. $LOW Shares Sold by Carnegie Investment Counsel](https://longbridge.com/en/news/302520036.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**