Lulu's Fashion Lounge Holdings (LVLU) Fair Value & Analysis
Consumer Cyclical · US · Market cap $21.7M
Lulu's Fashion Lounge Holdings
LVLU · US
Fair value as of: Jul 19, 2026
From 3 valuation models · updated 23 days ago
Share price +114.7% over the past month.
Below-average quality, and screening another 80% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($3.57). The favourable scenario is already priced in.
- Weak quality (37/100) and above fair value at the same time, the margin of safety is missing on both counts.
- The models converge in a tight band ($3.24 to $3.57), unusually little disagreement for a valuation.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
57‑month range $3.25 – $295.50 · fair‑value band $3.24 – $3.57 · the $18.26 price screens above the $3.57 fair value. Dashed = 300-day average. As of Jul 19, 2026.
Analysis
Lulu's Fashion Lounge Holdings (LVLU) currently trades at $18.26, while our model-based Fair Value estimate is $3.57, implying the stock looks roughly 80.5% overvalued today. The Quality Score stands at 37/100 (below-average quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Lulu's Fashion Lounge Holdings generated revenue of $276M at a net margin of -3.6%. Revenue declined 10.3% year over year. Net debt stands at $28.5M. Fundamentals as of Jul 19, 2026
Our scenario range runs from $3.24 (bear case) to $3.57 (bull case); at $18.26, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 44% below its 52-week high, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -45% fair-value upside, at -80%, LVLU screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 3 models by family
Widest divergence: Dividend Discount ($2.90) versus Asset-Based ($0.7000). Highest evidence: Gordon GGM (70).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 37 · Market factors (momentum, volatility) 69
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Lulu's Fashion Lounge Holdings, Inc. operates as an online retailer of women's apparel, footwear, and accessories in the United State.
Full company description
Lulu's Fashion Lounge Holdings, Inc. operates as an online retailer of women's apparel, footwear, and accessories in the United State. It offers formals, casuals, prom, dresses, wedding guest dresses, tops, bottoms, clothing, spring dress, graduation dresses, shoes, and accessories, such as jewelry, bracelets, earrings, necklaces, rings, handbags and purses, hats, belts, sunglasses, scarves, and hair and beauty products under the Lulus brand. The company sells its products through owned media, which primarily consists of its website, mobile app, social media, email, in-person connections, and SMS; and earned and paid media, as well as social media platforms. It primarily serves Millennial and Gen Z women. Lulu's Fashion Lounge Holdings, Inc. was founded in 1996 and is headquartered in Chico, California.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Lulu's Fashion Lounge Holdings reported revenue of $282M in FY2025 versus $376M in FY2021, a compound −6.9%/yr. Reported net income was −$13.3M in FY2025.
LVLU screens 80% overvalued. Compare with Industria de Diseño Textil, S.A →
Peer Group
Apparel Retail · 106 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Apparel Retail median · lower = cheaper
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Apparel Retail stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Industria de Diseño Textil, S.A 1ITX | €58.44 | €23.29 | -60% |
| The TJX Companies, Inc TJX | $154.46 | $84.95 | -45% |
| Fast Retailing Co 6288 | HK$40.00 | HK$15.37 | -62% |
| Ross Stores, Inc ROST | $233.46 | $118.41 | -49% |
| Burlington Stores, Inc BURL | $327.72 | $147.08 | -55% |
| Trent Limited TRENT | ₹2,903 | ₹709.49 | -76% |
| lululemon athletica inc., LULU | $116.33 | $299.63 | +158% |
| Aritzia Inc ATZ | C$160.05 | C$87.26 | -45% |
| The Gap, Inc GAP | $20.35 | $37.12 | +82% |
| Urban Outfitters, Inc URBN | $72.95 | $92.88 | +27% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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