Lululemon’s Margin Problem Could Spell Trouble for These ETFs
Lululemon's margin pressure raises concerns for consumer ETFs as weak sales, tariffs, and competition test retail profitability.
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Citigroup analyst Paul Lejuez maintains Columbia Sportswear (NASDAQ:COLM) with a Neutral and raises the price target from $67 to $68.
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Lululemon's margin pressure raises concerns for consumer ETFs as weak sales, tariffs, and competition test retail profitability.
PVH Corp. delivered mixed Q2 fiscal 2026 results with revenues down 3% but profitability exceeding expectations, boosted by $107 million in tariff refunds. The company maintained momentum in direct-to-consumer and e-commerce channels while facing headwinds from wholesale weakness and soft international demand. PVH reaffirmed full-year EPS guidance of $11.80-$12.10 but projects a more challenging Q3 with low single-digit revenue declines.