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Has Lululemon (LULU) Lost Its Edge? Profit Drop and Brand Concerns Take Center Stage

6 min5 juni 2026

Amanda Lai and Melissa Otto break down Lululemon (LULU) as earnings highlight a sharp profit drop and continued weakness in the core U.S. business. While international growth, especially in China, offers some support, it has not been enough to offset declining domestic sales and lowered guidance. They explore whether leadership changes and brand resets can drive a turnaround or if further downside remains.


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