Lululemon has a lot of problems, say Jefferies analysts: 'Sesame Street' colors, way too many logos, and sales, sales, sales
Briefly

Lululemon is currently facing several issues identified by Jefferies analysts. The brand is moving away from its core yoga roots and adopting a more generic style akin to the Gap. The analysts pointed out that large logos and an overabundance of sales are problematic. A disjointed product assortment has failed to convert with consumers. Lululemon's comparable sales in the Americas have dropped by 2%, and its stock price has decreased by over 38% in 2025. Furthermore, new designs feature bright colors and larger logos in an attempt to appeal to a wider, younger audience.
"LULU continues to stray further away from its yoga-inspired roots to designs similar to general apparel brands like the Gap."
"They're trying to become like the Gap, everything to everybody. And I think the definition of a brand is that you're not everything to everybody," said Chip Wilson.
Read at Business Insider
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