$Lululemon(LULU.US)

🚨 Lululemon at $100: Will the New CEO Be Able to Save It?

Lululemon has crashed hard trading around $100, its lowest point in 8 years as of Friday close.

🔷 What triggered it? A terrible Q2 2026:

1️⃣ Same-store sales plunged 9%

2️⃣ Full-year revenue forecast cut. This is their 2nd time this year

3️⃣ North America (its key market) even worse: −12% comps

🔷 The big question: Can the new CEO fix this?

Heidi O’Neill, ex-Nike veteran with 25 years’ experience, takes over September 8.

Her main mission is to speed up product innovation and rebuild global brand pull.

🔷 Her road ahead is going to be tough:

1️⃣ Core product struggle - Struggle Market share as Alo Yoga & Vuori keep stealing market share

2️⃣ Inventory mess - To clear excessive stock without killing its premium pricing power

3️⃣ Internal friction - board tensions still unresolved

4️⃣ Profit mirage - better gross margins relied heavily on a $134.5M one-time tariff refund

4 Hourly Chart picture shows that it is still on a strong downtrend from $240. The recent bounce near $129–$130 got crushed. The current RSI is 46.90, off the lows but momentum is shaky.

🔮 What’s Next?

• 📌 Base Case: Sideways between $90–$100 — waits for real proof of improvement

• 📌 Bear Case: Breaks below $100 → next stop $70–$80

• 📌 Bull Case: Reclaims $129–$130 → could signal real turnaround

The full infographic lays out all risks & scenarios.

Will you buy LULU at $100 or wait for clear turnaround signs enter? Do you think the new CEO can help to save Lululemon? Let’s discuss.

Not financial advice. Always do your own DD☺️.