Premium athletic apparel stocks are falling more than twice as fast as the broader retail sector: Lululemon is down 4% to $100.35, Under Armour is down 4% to $4.68, and Nike is down 2% to $37.54, while the SPDR S&P Retail ETF (XRT) fell 2% and the SPDR S&P 500 ETF Trust (SPY) fell 0.4%. The article notes that none of these companies has issued a fresh announcement and links the pressure to sentiment toward premium apparel, even though U.S. retail sales rose 0.8% in September to $745 billion. Lululemon reported Q2 FY2026 revenue of $2.42 billion, down 4.3% year over year, with Americas comparable sales down 12%, and cut its full-year revenue outlook to a decline of 5% to 7%. Its Q3 FY2026 revenue is guided to $2.29 billion to $2.32 billion, a decline of 10% to 11%.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
retailconsumer goodsNikeLululemon
Open a keyword to see other news on the same topic.
Related tickers and likely impact
SPY
• NeutralSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/22/2026 | 764.02 |
| Change that session | -1.17% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Why Is Lululemon Stock Rising, and Is It a Buying Opportunity?
Lululemon (LULU) shares rose more than 5% at times this week, which the author attributes mainly to a rotation from tech stocks into consumer discretionary, after the stock fell more than 75% over five years. The company faces declining revenue: second-quarter 2026 revenue fell 4% to $2.4 billion, comparable sales dropped 9%, and full-year guidance was cut under new CEO Heidi O'Neill. Lululemon has no debt, about $1.4 billion in cash, and is buying back shares. The author says the stock looks cheap, but sales are still falling, so the author does not think it is a buy right now and wants to see a turnaround strategy.
- Lululemon Is Down 54% and Trades at 8.5 Times Earnings. Is Wall Street Getting This Stock Wrong?
Lululemon shares have fallen 54% in 2026 and trade at about 8.5 times trailing earnings. The Americas business, roughly two-thirds of revenue, posted comparable sales down 12% in the quarter ended Aug. 2, and management now expects full-year revenue to fall 5% to 7%. Heidi O'Neill took over leadership on Sept. 8 and reorganized the senior team less than a month later; trailing EPS of $12.20 includes $0.86 in one-time tariff refunds, versus 2026 EPS guidance of $9.48 to $9.73. Positives include an 18.8% operating margin, $1.4 billion in cash, the repurchase of 2.7 million shares for $330 million, and 4% international revenue growth, while selling expenses rose from 37.7% to 41.7% of revenue. The author believes the brand is fine and the product pipeline has grown stale, but acknowledges this could be wrong, and suggests a small starter position with the Dec. 10 third-quarter report as the first test.
- Nike Now Yields More Than Procter & Gamble and Twice as Much as Coca-Cola. Is It the Most Overlooked Dividend Stock? Here's the Clear Answer.
The author notes Nike yields 4.4%, above P&G’s 2.7% and Coca-Cola’s 2.2%, but this high yield mainly reflects a falling share price, with a quarterly dividend of $0.41 per share. Nike is in a turnaround, with fiscal 2027 first-quarter revenue down 4% to $11.2 billion, net income down 2% to $712 million, and guidance for a high-single-digit revenue decline. The stock has dropped 41.6% in 2026 and 76.7% over five years, and if sales keep falling, the dividend’s sustainability could be questioned. The author would avoid Nike for now and favors Coca-Cola and P&G instead, which are up 34.3% and 11.1% this year, respectively.
- Coca - Cola Yields 2 . 3 % and Nike Yields 4 . 4 %. Here Why Only 1 of These High - Yield Dividend Stocks Is a Buy This October .
The article compares dividend stocks Coca-Cola (KO) and Nike (NKE), which yield 2.3% and 4.4%, respectively. Coca-Cola has raised its dividend for 64 consecutive years and grew it 51% in the past decade, while Nike has increased its payout for 24 straight years and by 128% over the last 10 years. Nike's stock trades 79% below its November 2021 peak as it undergoes a turnaround, with management expecting sales to decline this fiscal year. The author leans toward Coca-Cola for its stability, citing a 34.9% operating margin in the second quarter.
- The stock market has already crashed: Why a Wall Street veteran says Nike is the ultimate turnaround trade.
- The stock market has already crashed: Why a Wall Street veteran says Nike is the ultimate turnaround trade.
Related markets
Latest news
- Robinhood Is Quietly Building 13 Businesses at Once. Here's Why It Matters.
By Q2 2026, Robinhood had 13 business lines each generating at least 100 million USD in annualized revenue, up from one in 2019 and nine in 2024. The author argues that adding products such as options, crypto, Gold subscriptions and credit cards lets the company earn more from each customer without customer acquisition costs. Robinhood ended Q2 with 28.4 million funded customers, up 7%, 4.8 million Gold subscribers, up 39%, and average revenue per user up 24% to 187 USD. Transaction revenue rose 44% to 776 million USD, alongside 389 million USD in net interest revenue and 143 million USD in other revenue, which reduces reliance on trading activity. The author cautions that annualized revenue is the quarter's revenue multiplied by four, so the 13 lines should not be treated as mature businesses each generating 100 million USD.
- How Grant Cardone pitched bitcoin to property investors
Grant Cardone, CEO of Cardone Capital, says pairing a property purchase with a bitcoin position attracted new types of investors: about half had never invested in real estate with him, 80% of the first fund's investors had never owned bitcoin, the age of the group rose about 15 years, and check sizes grew roughly fourfold. He says conservative real estate investors dislike holding cash, which he notes is losing value, so they came for the property and bitcoin was added on. In his first deal, a property bought for 72 million USD should have sold for 85 million USD, and the 13 to 14 million USD difference was put into bitcoin rather than a discounted property. He says the plan is to wait for rents and bitcoin to improve.
- SEC Flags AI 'Super Intelligence' and Tokenization as Systemic Market Risks
The SEC's Division of Examinations has released its FY2027 examination priorities, explicitly naming “super intelligence and other advanced technologies” as an area of heightened scrutiny for the first time. Tokenization is also listed among evolving market infrastructure risks, alongside Treasury clearing reforms, which the article says signals examiner attention on tokenized products at broker-dealers, advisers and transfer agents. The priorities cover the Division's more than 34,000 registrants. The article notes this is a shift in scope from earlier editions, which treated AI mainly as a business tool advisers were adopting. Director Keith Cassidy said the approach helps the agency adapt to changing market conditions, and the list is not exhaustive.
- Prediction: Here's What a $5,000 Investment in Rivian Will Be Worth in 5 Years
Rivian trades around $12 per share, giving it a market capitalization of about $18 billion. The company delivered 19,248 vehicles in the third quarter, up about 45% year over year, and reaffirmed full-year guidance of 65,000 to 70,000 vehicles. The lower-priced R2 SUV, starting around $58,000, is central to future growth. A deal with Uber covers an initial 10,000 autonomous R2 vehicles with an option for 40,000 more, and Uber may invest up to $1.25 billion through 2031 if milestones are met. The author predicts a $5,000 investment could grow to about $10,000 by 2031, based on a $25 per-share target, 250,000 annual deliveries and roughly $15 billion in revenue. The article also flags risks including competition, cash consumption and commercializing autonomous vehicles.
- CrowdStrike CEO's alarming prediction — plus, the sell-off spreads beyond tech
US stocks fell Friday as selling spread beyond tech, with the Dow down more than 1%; only cybersecurity, chip and energy stocks were up. Oil surged on Middle East tensions, with WTI above $103 a barrel and Brent topping $116, a six-month high, keeping inflation worries high before next week's Fed meeting. CME FedWatch shows just over 10% odds of a rate hike on Wednesday but nearly 78% odds of a December increase. The article says AI can exploit flaws in PHP, used on nearly 70% of websites, and CrowdStrike CEO George Kurtz warned of many breaches in the coming months, noting that AI-powered attacks observed by the firm doubled each month from July through September. The portfolio trimmed CrowdStrike to 4.25% from nearly 5% after a strong rally, securing a gain of roughly 187% on shares bought in late 2024.
- Amazon Survived a 50% Crash. Here’s What a $1,000 Investment Became
Amazon's shares fell roughly 50% after its 2022 loss, its first unprofitable year since 2014, but recovered as AWS growth accelerated. AWS revenue rose 36.7% to $42.2 billion in Q2 2026, while advertising reached $19.8 billion, up 26%. A $1,000 investment made 10 years ago would now be worth $5,966 (a 496.6% total return), ahead of the S&P 500's 254.56%. Over five years, the same investment returned 49.9%, trailing the index's 68.15%. The author leans bullish but watches spending, noting about $220 billion in expected 2026 cash capex, trailing free cash flow of -$7.6 billion and a P/E near 35.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.