Impact ledger
Lululemon Athletica Inc. (LULU)
6 events mapped to this ticker since 2026-06-12.
Event impact log
| Date | Event | Channel | Direction | Horizon | Impact |
|---|---|---|---|---|---|
| 2026-07-17 | Event | Growth in the broader 'athleisure' and comfortable apparel market, which includes intimate apparel. Lululemon's expansion into new categories and international markets, including Asia. | Bullish | 1-5y | 0.60 |
| 2026-07-03 | Event | While not directly impacted by Nike's index status, Nike's struggles in China and North America could indicate broader weakness in the athletic apparel market, potentially affecting Lululemon. | watch | 3-12m | 0.30 |
| 2026-06-26 | Event | Governance changes and potential strategic shifts; increased share reserve for equity incentives. | mixed | 1-3m | 0.40 |
| 2026-06-20 | Event | Consumer spending trends in athletic and athleisure wear, particularly in the US and China. | watch | 1-3m | 0.50 |
| 2026-06-18 | Event | Competitive landscape and market trends. Amer Sports' success in premium apparel and DTC could indicate broader market strength or competitive dynamics for Lululemon, which operates in a similar premium athletic/lifestyle apparel segment and emphasizes DTC. | watch | 3-12m | 0.40 |
| 2026-06-12 | Event | Lululemon is a premium consumer discretionary brand. While not directly related to home goods, a general weakening in consumer discretionary spending, as implied by the SNBR bankruptcy, could subtly affect investor sentiment towards other high-end discretionary retailers. | watch | 1-3m | 0.10 |
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