LULU — Research (2026-09-05)

2026-09-05T06:48:00Z 2026-10-02T18:00:00Z lulu tli research retail
What changed in the latest update +8 −1
@@ -5 +5 @@ created: '2026-09-05T06:48:00Z' @@ -45 +45,8 @@ LULU (Lululemon) reported Q2'26 earnings — market not impressed, price down 18 − - Earlier earnings results (email #102918) also image-based + - Earlier earnings results (email #102918) also image-based + + ### 2026-10-02 (afternoon) — email #104101 — NKE x LULU Q2'26 Infographics (Image-based) + **Subject:** $NKE x $LULU - Q2'26 Infographics - + **Type:** Image-based Q2'26 infographics post covering both NKE and LULU. No extractable text. + **Price check:** 2026-10-02 afternoon — LULU price not captured in batch (shared NKE/LULU image post). + ## Price Check +

Sources

email://102953
email://102979
new section edited section · markers reflect the latest update

Summary

LULU (Lululemon) reported Q2'26 earnings — market not impressed, price down 18% pre-market. Key question: can price hold above the bottom of the wedge and psychological $100 support.

TLI Analysis — Key Levels & Timeline

Earnings Reaction (Sep 4, 2026 — email #102953)

  • Earnings reported — price down 18% pre-market (as of Sep 4)
  • Market clearly not impressed
  • Watching to see if price can hold above bottom of the wedge
  • Psychological support at $100 is critical
  • If $100 fails under significant pressure, expect further downside
  • Waiting to see how price action develops — no rush to buy

Q2'26 Valuation Analysis (Sep 4, 2026 — email #102979)

  • Valuation analysis (likely PDF/image) — no extractable text
  • Unread in inbox as of Sep 8

Position Context

  • Conviction: ⭐ — WATCHLIST, limited coverage
  • Type: Retail/consumer discretionary
  • Key level: $100 psychological support, bottom of wedge
  • Post-earnings: Watching for stabilization

Gaps edited

  • Q2'26 Valuation Analysis is image-based — no text available
  • No price targets or entry levels published
  • Earlier earnings results (email #102918) also image-based

2026-10-02 (afternoon) — email #104101 — NKE x LULU Q2'26 Infographics (Image-based) new

Subject: $NKE x $LULU - Q2'26 Infographics - Type: Image-based Q2'26 infographics post covering both NKE and LULU. No extractable text. Price check: 2026-10-02 afternoon — LULU price not captured in batch (shared NKE/LULU image post).

Price Check new