Upside case
Bull case
—
The bull case requires both strong earnings delivery and the market pricing LVLU more generously than it does today.
Analysis OverviewHoldUpdated Jun 18, 2026
Lulu's Fashion Lounge Holdings, Inc. (LVLU) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Hold
Covering
9
analysts
0 bullish · 0 bearish · 9 covering LVLU
Strong Buy
0
Buy
0
Hold
9
Sell
0
Strong Sell
0
Consensus Target
$2
-73.6% vs today
Scenario Range
— – —
Model bear to bull value window
Coverage
9
Published analyst ratings
Valuation Context
—
Forward P/E · Market cap $21.5B
LVLU price targets
Three scenarios for where LVLU stock could go
Current
~$8
Confidence
43 / 100
Updated
Jun 18, 2026
Market caseClosest to today
Base case
—
The base case reflects analyst consensus expectations — steady delivery without requiring a major catalyst or re-rating.
Stress case
Bear case
—
The bear case reflects a scenario where earnings shortfalls or multiple compression combine to materially reduce the stock from its current level.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
Lulu's Fashion Lounge Holdings, Inc.
LVLU · NASDAQConsumer CyclicalApparel - RetailDecember year-end
Lulu's Fashion Lounge is an online-first retailer specializing in women's fashion—primarily dresses, tops, and accessories—targeting Millennial and Gen Z customers. It generates revenue through direct-to-consumer e-commerce sales via its website and mobile app, with additional marketing through social media and email channels. The company's moat lies in its strong brand resonance with younger demographics and its agile, data-driven supply chain that quickly responds to fashion trends.
Market Cap
$21.5B
Revenue TTM
$276M
Net Income TTM
-$9M
Net Margin
-3.4%
LVLU Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
33%Exceptional
12 quarters tracked
Revenue Beat Rate
33%Exceptional
vs consensus estimates
Avg EPS Surprise
-319.3%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Last 4 Quarters
EPS beats: 3 of 4Q3 2025
EPS
$-1.08/$-0.45
Revenue
$82M/$82M
Q4 2025
EPS
$-0.84/$-0.90
Revenue
$74M/$76M
Q1 2026
EPS
$-0.14/$-1.35
Revenue
$63M/$64M
Q2 2026
EPS
$-1.44/$-1.80
Revenue
$58M/$64M
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $-1.08/$-0.45 | -140.0% | $82M/$82M | -0.4% |
| Q4 2025 | $-0.84/$-0.90 | +6.7% | $74M/$76M | -2.8% |
| Q1 2026 | $-0.14/$-1.35 | +89.6% | $63M/$64M | -0.8% |
| Q2 2026 | $-1.44/$-1.80 | +20.0% | $58M/$64M | -10.3% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$272M
-1.2% YoY
FY2
$274M
+0.5% YoY
EPS Outlook
FY1
$-0.02
— YoY
FY2
$-0.00
+82.9% YoY
Trailing FCF (TTM)-$682000
FCF Margin: -0.2%
Next Earnings
August 12, 2026
Expected EPS
$-0.15
Expected Revenue
$83M
LVLU beat EPS estimates in 3 of 4 tracked quarters. A strong delivery record supports forward estimate credibility.
LVLU Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2025
Total disclosed revenue $5M
Product Mix
Latest annual revenue by segment or product family
Stored-Value Cards
100.0%
-36.7% YoY
Tap, hover, or focus a slice to inspect segment detail.
Geographic Mix
Latest annual revenue by reported region
Segment breakdown not available for this company.
Stored-Value Cards is the largest disclosed segment at 100.0% of FY 2025 revenue, down 36.7% YoY.
LVLU Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Limited: Expensive versus peers
Fair value est. $0 — implies -99.8% from today's price.
Premium to Fair Value
99.8%
above fair value
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
LVLU
-1.5x
vs
S&P 500
24.4x
106% discount
vs Consumer Cyclical Trailing P/E
LVLU
-1.5x
vs
Consumer Cyclical
21.2x
107% discount
vs LVLU 5Y Avg P/E
Today
-1.5x
vs
5Y Average
—
Benchmark unavailable
Forward PE
—
S&P 500
18.8x
—
Consumer Cyclical
16.3x
—
5Y Avg
—
—
Trailing PE
-1.5x
S&P 500
24.4x
-106%
Consumer Cyclical
21.2x
-107%
5Y Avg
—
—
PEG Ratio
—
S&P 500
1.66x
—
Consumer Cyclical
0.92x
—
5Y Avg
—
—
EV/EBITDA
—
S&P 500
15.2x
—
Consumer Cyclical
12.2x
—
5Y Avg
—
—
Price/FCF
9999.0x
S&P 500
20.7x
+48213%
Consumer Cyclical
15.6x
+64151%
5Y Avg
—
—
Price/Sales
76.2x
S&P 500
3.1x
+2366%
Consumer Cyclical
0.7x
+10823%
5Y Avg
43.5x
+75%
Dividend Yield
—
S&P 500
1.91%
—
Consumer Cyclical
2.17%
—
5Y Avg
—
—
| Metric | LVLU | S&P 500 | Consumer Cyclical | 5Y Avg LVLU |
|---|---|---|---|---|
| Forward PE | — | 18.8x | 16.3x | — |
| Trailing PE | -1.5x | 24.4x-106% | 21.2x-107% | — |
| PEG Ratio | — | 1.66x | 0.92x | — |
| EV/EBITDA | — | 15.2x | 12.2x | — |
| Price/FCF | 9999.0x | 20.7x+48213% | 15.6x+64151% | — |
| Price/Sales | 76.2x | 3.1x+2366% | 0.7x+10823% | 43.5x+75% |
| Dividend Yield | — | 1.91% | 2.17% | — |
LVLU trades above S&P 500 benchmarks on 2 of 3 measured multiples — is elevated on some multiples, but competitive on others — a mixed valuation picture.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolLVLU Financial Health
Verdict
Stressed
Key financial metrics for LVLU are shown below.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$276M
Revenue Growth
TTM vs prior year
-0.5%
Gross Margin
Gross profit as a share of revenue
44.3%
Operating Margin
Operating income divided by revenue
-2.9%
Net Margin
Net income divided by revenue
-3.4%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$-0.00
Free Cash Flow (TTM)
Cash generation after capex
-$682000
FCF Margin
FCF as share of revenue — the primary cash quality signal
-0.2%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
-29.0%
ROA
Return on assets, trailing twelve months
-9.6%
Cash & Equivalents
Liquid assets on the balance sheet
$3M
Net Debt
Total debt minus cash
$14M
Debt Serviceability
Net debt as a multiple of annual free cash flow
—
ROE
Return on equity, trailing twelve months
-407.3%
Shareholder Returns
How capital is returned to owners
Total shareholder yield
0.0%
Dividend
—
Buyback
0.0%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$886000
Dividend / Share
Annualized trailing dividend per share
—
Payout Ratio
Share of earnings distributed as dividends
—
Shares Outstanding
Declining as buybacks retire shares
2.8B
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageLVLU Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated June 18, 2026
High Risk
Financial Risks
Lulu's Fashion Lounge Holdings disclosed 72 risk factors in its most recent earnings report, with the majority concentrated in the 'Finance & Corporate' category.
Medium
Competitive Pressure
The company operates in a highly competitive fashion and e-commerce space, facing rivals like lululemon and other online retailers.
Lower
Operational Risks
As an online-focused retailer, Lulu's Fashion Lounge is exposed to risks related to e-commerce integrations, fulfillment, and supply chain disruptions.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why LVLU Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated June 18, 2026
Omnichannel Strategy Pivot
The company is transitioning from a direct-to-consumer digital model to an omnichannel wholesale strategy, which could expand market reach and improve sales.
Wholesale Opportunity Expansion
Analysts highlight the potential for growth in the wholesale segment, which may drive revenue despite current financial challenges.
Cost Structure Improvement
Efforts to optimize the cost structure are underway, which could enhance profitability and operational efficiency over time.
Turnaround Potential
Despite recent losses, the company's strategic shifts and market positioning suggest potential for a successful turnaround.
Investor Interest
Significant ownership stakes by entities like Friedland Enterprises indicate investor confidence in the company's long-term prospects.
Analyst Coverage Initiation
Recent initiation of coverage by Zacks Investment Research with a Neutral rating reflects a balanced view of growth opportunities and risks.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
LVLU Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$7.58
52W Range Position
16%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$2.98
+154.4% from the low
52-Week High
$32.32
-76.5% from the high
1 Month
-20.04%
3 Month
-47.81%
YTD
+41.7%
1 Year
+12.3%
3Y CAGR
-38.6%
5Y CAGR
-47.8%
10Y CAGR
-27.8%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
LVLU vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
—
vs 14.7x median
Peer median unavailable
Revenue Growth
-1.2%
vs -0.8% median
-41% below peer median
Net Margin
-3.4%
vs -0.4% median
-672% below peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
LVL LVLU Lulu's Fashion Lounge Holdings, Inc. | $21.5B | — | -1.2% | -3.4% | Hold | -73.6% |
CUR CURV Torrid Holdings Inc. | $192M | — | -1.6% | -1.3% | Hold | +46.6% |
XPO XPOF Xponential Fitness, Inc. | $255M | 14.8x | +9.2% | -11.1% | Buy | +2.5% |
CPR CPRI Capri Holdings Limited | $2.3B | 14.5x | -1.5% | 3.9% | Hold | +14.6% |
VER VERA Vera Therapeutics, Inc. | $2.5B | — | — | — | Buy | +128.9% |
CAT CATO The Cato Corporation | $59M | — | -0.2% | 0.4% | — | — |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
LVLU Dividend and Capital Return
LVLU does not currently return meaningful capital to shareholders.
Dividend UnknownFCF Unknown
Total Shareholder Yield
0.0%
Dividend + buyback return per year
Buyback Yield
0.0%
Dividend Yield
—
Payout Ratio
—
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$0.00
Growth Streak
Consecutive years of dividend increases
1Y
3Y Div CAGR
—
5Y Div CAGR
—
Ex-Dividend Date
—
Payment Cadence
—
0 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$886000
Estimated Shares Retired
116.9K
Approx. Share Reduction
0.0%
Shares Outstanding
Current diluted share count from the screening snapshot
2.8B
FAQ
7 questionsLVLU Investor Questions
Common questions answered from live analyst data and company financials.
01Is Lulu's Fashion Lounge Holdings, Inc. (LVLU) stock a buy or sell in 2026?
Lulu's Fashion Lounge Holdings, Inc. (LVLU) is rated Hold by Wall Street analysts as of 2026. Of 9 analysts covering the stock, 0 rate it Buy or Strong Buy, 9 rate it Hold, and 0 rate it Sell or Strong Sell. The consensus 12-month price target is $2, implying -73.6% from the current price of $8.
02What is the LVLU stock price target for 2026?
The Wall Street consensus price target for LVLU is $2 based on 9 analyst estimates. The high-end target is $2 (-73.6% from today), and the low-end target is $2 (-73.6%).
03Is Lulu's Fashion Lounge Holdings, Inc. (LVLU) stock overvalued in 2026?
Forward earnings data for LVLU is not currently available. Review the valuation table above for trailing P/E, EV/EBITDA, and price-to-sales comparisons against market and sector benchmarks.
04What are the main risks for Lulu's Fashion Lounge Holdings, Inc. (LVLU) stock in 2026?
The primary risks for LVLU in 2026 are: (1) Financial Risks — Lulu's Fashion Lounge Holdings disclosed 72 risk factors in its most recent earnings report, with the majority concentrated in the 'Finance & Corporate' category. (2) Competitive Pressure — The company operates in a highly competitive fashion and e-commerce space, facing rivals like lululemon and other online retailers. (3) Operational Risks — As an online-focused retailer, Lulu's Fashion Lounge is exposed to risks related to e-commerce integrations, fulfillment, and supply chain disruptions. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is Lulu's Fashion Lounge Holdings, Inc.'s revenue and earnings forecast?
Analyst consensus estimates LVLU will report consensus revenue of $272M (-1.2% year-over-year) and EPS of $-0.02 for the upcoming fiscal year. The following year, analysts project $274M in revenue.
06When does Lulu's Fashion Lounge Holdings, Inc. (LVLU) report its next earnings?
Lulu's Fashion Lounge Holdings, Inc. is expected to report its next earnings on approximately 2026-08-12. Consensus expects EPS of $-0.15 and revenue of $83M. Over recent quarters, LVLU has beaten EPS estimates 33% of the time.
07How much free cash flow does Lulu's Fashion Lounge Holdings, Inc. generate?
Lulu's Fashion Lounge Holdings, Inc. (LVLU) had a free cash outflow of $682000 in free cash flow over the trailing twelve months — a free cash flow margin of 0.2%. LVLU returns capital to shareholders through and share repurchases ($886000 TTM).