Lululemon's Trading Volume Plummets 63 to $2.3B as Shares Tumble 56% YTD Amid Margin Pressures and Tariff Hurdles

, . The stock’s recent performance reflects broader challenges, . , . North American sales stagnated, , . , , raising concerns about future profitability amid rising tariffs.

Management acknowledged waning product innovation and intensified competition in the athleisure sector. Lululemon plans to accelerate design cycles and reduce lead times to regain market share, though these efforts are expected to yield results in 2026. Tariffs and the removal of the de minimis exemption are now estimated to significantly erode gross margins, . , , has drawn attention as a potential value opportunity, though analysts emphasize the need for sustained operational improvements.

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