Lululemon Athletica Stock Has Fallen 20%, Time to Enter?

+15.95%
Upside
173
Market
200
Trefis
LULU: Lululemon Athletica logo
LULU
Lululemon Athletica

Lululemon Athletica (LULU) stock has fallen by 20.1% in less than a month, from $215.88 on 6th Jan, 2026 to $172.54 now. Should you buy this dip?

Dip buying is a viable strategy for quality stocks that have a history of recovering from dips. As it turns out, LULU stock passes basic quality checks. Historically, the median return for the 12-month period following sharp dips was 26% , with median peak return reaching 31%. We define sharp dip as stock going down 30% or more, in less than 30 day period.

Below, we get into details of historical dips and subsequent returns.

 
Historical Median Returns Post Dips
 

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Period Past Median Return
1M 9.0%
3M 6.2%
6M -19.1%
12M 25.9%

 
Historical Dip-Wise Details
 
LULU had 5 events since 1/1/2010 where the dip threshold of -30% within 30 days was triggered

  • 31% median peak return within 1 year of dip event
  • 174 days is the median time to peak return after a dip event
  • -25% median max drawdown within 1 year of dip event

30 Day Dip LULU Subsequent Performance
Date LULU SPY 1Y Peak
Return
Max
Drop
# Days
to Peak
Median     26% 31% -25% 174
7172025 -30% 6% -23% 0% -31% 0
4032025 -30% -12% -29% 31% -37% 62
5242022 -30% -10% 33% 50% 0% 346
3122020 -31% -24% 81% 135% -18% 174
1152014 -30% 3% 26% 28% -25% 364

 
Lululemon Athletica Passes Basic Financial Quality Checks

Revenue growth, profitability, cash flow, and balance sheet strength need to be evaluated to reduce the risk of a dip being the sign of a deteriorating business situation.

Quality Metrics Value Quality Check
Revenue Growth (LTM) 8.8% Pass
Revenue Growth (3-Yr Avg) 14.2% Pass
Operating Cash Flow Margin (LTM) 16.8% Pass

Not sure if you can take a call on LULU stock? Consider portfolio approach

A Multi Asset Portfolio Gives You Safer Smarter Growth

Stocks soar and sink but bonds commodities and other assets balance the ride. A multi asset portfolio keeps returns steadier and reduces single market risk.

The asset allocation framework of Trefis’ Boston-based, wealth management partner yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Our partner’ strategy now includes Trefis High Quality Portfolio, which has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices