lululemon(US:LULU) Zhi Tong Cai Jing·2025-08-25 06:41Core Viewpoint - UBS has adjusted the target price for Lululemon Athletica (LULU.US) from $290 to $240 while maintaining a neutral rating, citing weak sales momentum in August as the primary reason [1] Sales Performance - Lululemon's sales in the U.S. market achieved only a 1% year-over-year growth in the second quarter [1] - The company is expected to face a downward pressure of $0.20 on earnings per share (EPS) due to tariff policies and rising costs [1] Market Sentiment - Despite the short-term pressures, Wall Street remains optimistic about Lululemon, with most analysts maintaining a "buy" rating [1] - The average one-year target price for the stock on Wall Street is $283.78, indicating a potential upside of nearly 43% from the latest closing price, reflecting institutional investors' recognition of its long-term value [1]