The 'Big Short's' Michael Burry Has Seen His Largest Position Fall Over 50% This Year. Should Investors Sell the Stock?

Michael Burry's largest hedge fund position, Lululemon (LULU), has plummeted over 52% this year following weak earnings and a second consecutive full-year guidance cut. The luxury apparel maker reported a 9% comparable sales decline, citing negative brand sentiment, weak North American sales, and stale product lines. Despite the struggles, Burry remains invested and would buy more below $100, though analysts are divided with some slashing price targets significantly lower.

09/04/2026, 1:28 PM • The Motley Fool

Stock Market Midday, Sept. 4: Stocks Edge Lower on Strong Jobs Report as Lululemon Plummets

Major stock indices declined on September 4, 2026, as a stronger-than-expected August jobs report (162,000 jobs added) sparked renewed concerns about potential Federal Reserve rate hikes. The S&P 500, Dow Jones, and Nasdaq all fell, with Lululemon experiencing a significant 18% drop due to declining revenue and lowered guidance. Memory stocks like Micron Technology gained despite broader market losses, while Fair Isaac plummeted following pricing criticism from the Federal Housing Finance Agency.

09/04/2026, 12:15 PM • The Motley Fool

Lululemon's Comparable Sales Fell 9%. Can New CEO Heidi O'Neill Turn Things Around or Is the Brand Broken?

Lululemon reported its worst comparable sales result in modern history with a 9% decline in Q2, missing revenue expectations and slashing full-year guidance. New CEO Heidi O'Neill, a Nike veteran, takes over amid investor skepticism and founder criticism. The broader athletic apparel industry is also struggling, complicating the turnaround challenge ahead.

09/03/2026, 8:03 PM • The Motley Fool

Should You Buy Lululemon Stock Before Sept. 3?

Lululemon faces challenging earnings next week with expected 2-3% revenue decline and 42-43% net income plunge. However, the stock's 50% decline already reflects pessimism, and incoming CEO Heidi O'Neill from Nike could catalyze a market sentiment shift starting Sept. 8. Despite near-term headwinds in athletic retail, leadership change may provide a reset opportunity.

08/26/2026, 8:37 AM • The Motley Fool

Activewear Market to Reach USD 650.97 Billion by 2032, Expanding at a 6.59% CAGR

The global activewear market is expected to grow from $439.74 billion in 2026 to $650.97 billion by 2032 at a CAGR of 6.59%, driven by athleisure adoption, hybrid work trends, sustainability demands, and AI-enabled personalization. Success will depend on performance credibility, inclusive sizing, localized strategies, and transparent sustainability practices across diverse regional markets.

07/20/2026, 11:51 AM • GlobeNewswire

Nike's New Sponsorship Wins Hint at a Slow‑Burn Comeback in Brand Power and Profits

Nike is securing new college programs and sports league sponsorships as part of a strategy to rebuild cultural relevance among younger athletes. These deals could strengthen the brand's positioning and potentially improve revenue, pricing power, and long-term growth prospects.

07/11/2026, 2:09 PM • The Motley Fool

My 12 Top Ranked Stocks to Buy Right Now in July (2026)

An investment analyst presents 12 top-ranked stocks to buy in July 2026, offering opportunities across semiconductor, growth, and dividend stock categories despite market volatility earlier in the year.

07/02/2026, 7:27 PM • The Motley Fool

Why Nike Stock Dropped 11% in June

Nike stock fell 11% in June due to negative investor sentiment ahead of earnings, exacerbated by competitor Lululemon's disappointing results. However, the stock has since recovered after Nike's fiscal Q4 earnings beat expectations on both top and bottom lines. While the company faces challenges including a 17% sales decline in China and near-term guidance cuts, positive developments include improved gross margins from tariff refunds, double-digit wholesale revenue growth in North America, and management's turnaround efforts under new leadership.

07/02/2026, 8:10 AM • The Motley Fool

This Once-Booming Stock Is Down 78% From Its All-Time High. Here's 1 Reason to Consider Buying Now.

Lululemon Athletica has plummeted 78% from its December 2023 peak, with Q1 FY2026 revenue growth slowing to 4% and U.S. sales declining 4%. However, the stock now trades at a forward P/E of 10.6 (less than half the S&P 500's multiple) with robust 54.2% gross margins and strong brand equity, making it potentially attractive for patient long-term investors.

07/02/2026, 3:15 AM • The Motley Fool

Nike at a 12-Year Low or Lululemon at an 8-Year Low? Here's the Better Turnaround Stock for Deep Value Investors to Buy in July.

Both Nike and Lululemon are struggling with sales pressures and leadership changes, but Nike emerges as the better turnaround opportunity for value investors. Nike shows early recovery signs with flat year-over-year sales and strong brand power, while offering a 3.9% dividend yield. Lululemon trades at a cheaper valuation (P/E of 9 vs Nike's 28) but faces greater uncertainty with interim leadership and a new CEO starting in September.

06/28/2026, 4:12 AM • The Motley Fool

Lululemon Athletica vs. Nike: What Revenue Trends Reveal for These Sportswear Stocks

Nike maintains significantly higher revenue than Lululemon Athletica, with both companies showing consistent seasonal patterns. However, both face challenges with flat or reduced growth outlooks. Lululemon reduced its 2026 sales guidance to flat, while Nike's Q3 revenue was flat year-over-year. Both stocks have dropped near 52-week lows, though Lululemon shows more quarters with year-over-year growth. Nike offers a dividend yield of 3.9% with 24 consecutive years of increases.

06/25/2026, 1:33 PM • The Motley Fool

Lululemon’s China Backlash May Be Hiding a Bigger Valuation Story

Lululemon faced backlash in China after using a Japanese drum at a promotional event on the Great Wall of China, sparking millions of views on Weibo. While the incident adds to existing concerns, the stock's 50% year-to-date decline has created a valuation opportunity. Trading at a PE ratio below 10 for the first time in over a decade, the company continues to exceed earnings expectations despite growth deceleration. Analyst price targets suggest upside potential, though risks remain until new CEO Heidi O'Neill takes the helm in September.

06/22/2026, 10:24 AM • Investing

Nike Was Betting Big On The FIFA World Cup - But This Analyst Just Killed The Turnaround Hype And Slashed Price Targets

RBC Capital Markets downgraded Nike, cutting its price target from $70 to $50, citing slower-than-expected revenue growth and delayed turnaround benefits. Despite beating Q3 revenue estimates, Nike faces challenges in consumer demand, flat year-over-year growth, and declining direct revenues. The analyst expects turnaround benefits to materialize only in 2027 rather than 2026, with projected revenue growth of just 3% versus the industry average of 6%.

06/11/2026, 8:35 AM • Benzinga

Is Lululemon Stock Too Cheap to Pass Up?

Lululemon Athletica reported disappointing earnings with minimal 1% comparable sales growth and a 38% decline in net income, prompting a significant guidance cut. The stock has plummeted over 60% in five years and now trades at a P/E multiple of 10, well below the S&P 500 average of 26. While the valuation appears attractive, the article cautions that it may be a value trap, as the company faces rising competition and uncertain turnaround prospects under new CEO Heidi O'Neill.

06/10/2026, 11:30 AM • The Motley Fool

Lululemon’s Q1 Selloff Shows Growth Alone May Not Be Enough

Lululemon's stock plummeted over 8% following Q1 earnings despite beating revenue expectations. The company's brand appeal has diminished, facing weak guidance, margin pressures from inventory markdowns, and declining analyst sentiment. All analyst updates included price target reductions, with the stock facing potential further decline toward 2018 trading range lows.

06/05/2026, 5:29 PM • Investing