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

Lululemon's 'Root Of The Challenges Not Fully Diagnosed': Analyst

Lululemon reported Q1 revenue of $2.47B (beating estimates) but missed on EPS at $1.69 vs. $1.70 expected. The company significantly lowered FY2026 guidance to $11B-$11.15B revenue and $10.95-$11.15 EPS, well below analyst expectations. BTIG downgraded the stock from Buy to Neutral, citing unresolved core issues and execution risks ahead. The stock fell 8.22% to a 52-week low of $114.65.

06/05/2026, 2:01 PM • Benzinga

S&P 500 Selloff Looks More Like Rotation Than Market Breakdown

A stronger-than-expected May jobs report (172,000 payrolls vs. 80,000-105,000 forecast) triggered a market rotation rather than a broad selloff. The strong labor data pushed Treasury yields to 4.54%, reducing rate-cut expectations and hitting rate-sensitive tech stocks. While the Nasdaq fell 1.13% and semiconductor stocks cratered, the Russell 2000 surged 1.45% as money rotated into cyclicals and small caps. The Dow held near record highs, indicating broadening market participation rather than a systemic breakdown.

06/05/2026, 1:36 PM • Investing

Stock Market Today: Dow Futures Gain, S&P 500 Slips As May Payrolls Rise By 172K, Unemployment Rate Holds At 4.3% — Lululemon, Keel In Focus (UPDATED)

U.S. stock futures showed mixed performance on Friday with the Dow gaining 0.06% while the S&P 500 and Nasdaq 100 declined 0.53% and 1.09% respectively. President Trump indicated willingness to meet Iran's Supreme Leader if diplomacy progresses, amid ongoing U.S.-Iran tensions. Several stocks moved significantly: Lululemon dropped 11.82% after missing earnings estimates and cutting guidance, Docusign fell 4.73% despite beating earnings, Samsara declined 5.14% on weak revenue guidance, and Keel Infrastructure dropped 8.94% after announcing a convertible notes offering. Merlin Inc. surged 24.97% following successful completion of its autonomy program review.

06/05/2026, 8:56 AM • Benzinga

Lululemon Blames Social Media Backlash For Sales Slowdown, Cuts Outlook

Lululemon Athletica reported mixed Q1 results with revenue beating estimates but earnings missing expectations. The company blamed social media backlash and weak product launches for sales slowdown, cutting both Q2 and full-year guidance significantly. North America revenue declined 3% while China grew 30%. Shares plunged 11.14% to a 52-week low in premarket trading.

06/05/2026, 8:10 AM • Benzinga

Stock Market Today: Dow Futures Gain, S&P 500 Slips As Trump Floats Meeting Iran's Supreme Leader— Lululemon, Keel In Focus

U.S. stock futures showed mixed performance on Friday with the Dow gaining 0.06% while the S&P 500 and Nasdaq 100 declined 0.53% and 1.09% respectively. President Trump indicated willingness to meet Iran's Supreme Leader if diplomacy progresses, amid ongoing U.S.-Iran tensions. Several stocks moved significantly: Lululemon dropped 11.82% after missing earnings estimates and cutting guidance, Docusign fell 4.73% despite beating earnings, Samsara declined 5.14% on weak revenue guidance, and Keel Infrastructure dropped 8.94% after announcing a convertible notes offering. Merlin Inc. surged 24.97% following successful completion of its autonomy program review.

06/05/2026, 5:18 AM • Benzinga