{
  "id": 4828104,
  "title": "Jefferies maintains Hold on Lululemon stock, cites brand momentum concerns",
  "url": "https://urgent.news/2026/09/01/jefferies-maintains-hold-on-lululemon-stock-cites-brand-momentum",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-01T09:00:57.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/analyst-ratings/jefferies-maintains-hold-on-lululemon-stock-cites-brand-momentum-concerns-93CH-4883640"
  },
  "original_language": "en",
  "account": "Jefferies has maintained its Hold rating on Lululemon Athletica Inc. (LULU) stock, with a $115.00 price target. The current share price is $120.26, although data suggests the stock is still undervalued. Jefferies anticipates that Lululemon's second quarter results will fall short of expectations, though the current valuation may cap further downside. The stock is trading at a low P/E ratio of 9.81, down 35% over the past six months. Store inspections reveal that product assortment has returned to normal levels, but brand momentum remains negative. Lululemon continues to shed market share to competitors Alo and Vuori, while the broader athleisure industry shows signs of weakening. The company is set to introduce a new CEO following the second quarter earnings release. Jefferies does not foresee substantial stock movement until the third quarter results in late 2026, with the shares expected to remain stable until 2027. Recently, Lululemon is preparing to report its second-quarter fiscal 2026 earnings on September 3. UBS has lowered its price target to $120, down from $124, citing a weak sales growth outlook in China and the United States. Piper Sandler has kept a Neutral rating on the stock with a $110 price target as the company nears its earnings announcement. KeyBanc has also maintained a Sector Weight rating, highlighting ongoing challenges in Lululemon's U.S. business, with spending data indicating softer trends. Lululemon's management is undergoing a shakeup, with Chief Communications Officer Bill Chandler stepping down on September 4, just before Heidi O’Neill takes over as CEO on September 8.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 3,
    "also_reported_by": [
      {
        "outlet": "Motley Fool",
        "title": "Moderna Stock More Than Doubled in August. Is the Stock a Buy, a Hold, or a Sell?",
        "url": "https://urgent.news/2026/09/01/moderna-stock-more-than-doubled-in-august-is-the-stock-a-buy-a-hold",
        "published": "2026-09-01T07:50:01.000Z"
      },
      {
        "outlet": "Nasdaq Markets",
        "title": "Moderna Stock More Than Doubled in August. Is the Stock a Buy, a Hold, or a Sell?",
        "url": "https://urgent.news/2026/09/01/moderna-stock-more-than-doubled-in-august-is-the-stock-a-buy-a-hold-4822165",
        "published": "2026-09-01T08:10:01.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}