Lululemon’s New Women’s Products and Inventory Strategy Drive Optimism, Says TD Cowen

Lululemon Athletica Inc. (NASDAQ:LULU) ranks among the best cyclical stocks to buy now. On June 23, TD Cowen kept its buy rating and $321 price target on Lululemon Athletica Inc. (NASDAQ:LULU) despite several market worries around the athletic apparel retailer.

Lululemon’s New Women’s Products and Inventory Strategy Drive Optimism, Says TD Cowen

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Lululemon Athletica Inc. (NASDAQ:LULU) faced a number of difficulties, according to the firm, including declining traffic in the United States, slowing growth in China, rising tariffs on Vietnam, growing rivalry in the Americas, and concerns about the return on investment from increasing retail square footage.

According to TD Cowen, Lululemon’s management remains optimistic about the company’s current inventory composition, markdown strategy, and impending women’s product innovation pipeline for the fall and holiday seasons. Additionally, for fiscal year 2026, the company has stated that it is confident in its capacity to mitigate the effect of current tariffs on its operating margin.

Lululemon Athletica Inc. (NASDAQ:LULU), a Canadian athleisure company founded in 1998, designs, develops, and distributes a variety of sportswear, accessories, and footwear.

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Disclosure: None.