Will NikeSKIMS launch cast shadow over lululemon?
Sep. 23, 2025 2:45 PM ETlululemon athletica inc. (LULU) Stock, NKE StockBy: Amy Thielen, SA News Editor
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Following a disappointing second quarter report and unexpected outlook for further de minimis headwinds, Baird downgraded lululemon (NASDAQ:LULU) to Neutral from Buy on Tuesday and shaved 13% off its price target to a new PT of $195.
“Upon further review [of
Quick Insights
Higher earnings uncertainty and weak customer enthusiasm have led analysts to downgrade lululemon, making its shares less defensible despite attractive valuations.
Nike’s SKIMS collaboration is positioned as a significant disruptor with competitive pricing and strong digital reach, potentially drawing customers from competitors like lululemon.
Nike must prove the SKIMS brand can win over lululemon’s loyal base and navigate possible backlash from associating with Kim Kardashian, balancing influence with sports credibility.
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