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Lululemon stock divides experts: Burry sees a buying chance, Cramer advises caution amid leadership and sales issues.

Market News
11 Sep 2026
24/7 Wall Street
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Neutral
Lululemon stock divides experts: Burry sees a buying chance, Cramer advises caution amid leadership and sales issues.

Michael Burry called Lululemon a "fat pitch" below $100, seeing a generational buying opportunity due to temporary setbacks and a new CEO's potential turnaround. He highlighted the company's strong cash position and lack of debt as downside protection. Conversely, Jim Cramer urged caution, citing leadership instability, tough competition in athleisure, and disappointing China sales, warning that buying simply because the stock is cheap has been risky. The key difference is their time horizon: Burry is long-term optimistic, while Cramer focuses on short-term risks and repeated earnings cuts. As of September 11, 2026, Lululemon shares traded just below $97, down significantly year-to-date.

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