The Zacks Analyst Blog Highlights lululemon athletica, NIKE and Under Armour

For Immediate ReleaseChicago, IL – October 23, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: lululemon athletica inc. LULU, NIKE Inc. NKE and Under Armour UAA.Here are highlights from Wednesday’s Analyst Blog:New Categories, Old Challenges: Can lululemon Stay Ahead of the Curve?lululemon athletica inc., once an unstoppable growth engine, is facing an inflection point. After years of rapid expansion and tripling revenues within six years, the company is encountering both internal and external headwinds that are testing its adaptability.In the second quarter of fiscal 2025, lululemon's earnings per share exceeded expectations, but revenues fell short, prompting a downward revision of full-year guidance. While international markets, particularly China, continue to deliver double-digit gains, the U.S. business, which accounts for the bulk of revenues, has lost momentum amid sluggish demand and shifting consumer preferences.To reignite growth, lululemon is leaning on fresh product innovation after acknowledging that its lounge and social lines have grown "too predictable." Under global creative director Jonathan Cheung, the brand plans to raise new styles to 35% of its assortment by spring 2026, with launches like Loungeful and Big Cozy blending performance and fashion. lululemon is also enhancing its "Science of Feel" platform and using AI-driven design to speed up product development and better respond to consumer trends.Staying ahead in a crowded activewear market won't be easy for lululemon. Rising competition, macroeconomic pressures and higher tariffs have strained margins, challenging the brand's ability to balance pricing with its premium image. Still, its loyal customer base, strong global momentum and renewed focus on innovation suggest resilience. The coming year will test whether its refreshed product strategy can reignite excitement and reaffirm its leadership in premium performance apparel.LULU's Rivals: NIKE & Under Armour's Brand StrengthIn the competitive athletic apparel and footwear market, NIKE Inc. and Under Armour are both powerful players striving to capture the attention of performance-driven consumers while adapting to shifting market dynamics.NIKE continues to reign as the powerhouse of the global athletic apparel industry, leveraging its unmatched brand equity, expansive distribution network and relentless focus on innovation. The company's scale and marketing prowess enable it to command strong consumer loyalty while driving growth across both performance and lifestyle categories. Its focus on digital transformation and direct-to-consumer expansion has strengthened margins and deepened customer engagement, particularly through its NIKE App ecosystem and membership platform.Under Armour, meanwhile, remains in a rebuilding phase as it works to regain market relevance and strengthen brand perception after years of inconsistent growth. The company continues to emphasize its performance heritage, aiming to reconnect with core athletes and reestablish authenticity in training and sports categories. Recent leadership changes and renewed discipline around inventory and pricing have helped stabilize operations, though challenges persist in driving consistent consumer demand and differentiating itself from larger rivals like NIKE and lululemon.The Zacks Rundown for LULUlululemon's shares have plunged 52.6% year to date compared with the industry's decline of 20.1%.From a valuation standpoint, LULU trades at a forward price-to-earnings ratio of 13.95X, higher than the industry's 16.81X.The Zacks Consensus Estimate for lululemon's fiscal 2025 earnings implies a year-over-year decline of 11.9%, whereas the consensus mark for fiscal 2026 implies growth of 1.12%. Earnings estimates for fiscal 2025 and 2026 have moved downward in the past 30 days.LULU currently carries a Zacks Rank #5 (Strong Sell).You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks hereFree: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. 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Today, you have a rare chance to position your portfolio at the forefront of this opportunity.See Top Quantum Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report NIKE, Inc. (NKE): Free Stock Analysis Report lululemon athletica inc. (LULU): Free Stock Analysis Report Under Armour, Inc. (UAA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks