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Key Points on S&P 500 Stocks Down in 2025
As of 2025, The Trade Desk (NASDAQ: TTD) and Lululemon (NASDAQ: LULU) are the only two S&P 500 stocks that have fallen by over 50%. The Trade Desk’s stock is down 55% following a revenue growth forecast of $717 million for Q3 2025, representing only 14% year-over-year growth, its slowest rate since going public in 2016. Lululemon has seen a 54% drop in stock price as net revenue increased by just 1% in Q2 2025, with comparable sales down by 4%, raising concerns about intensified competition.
Lululemon is also facing challenges from tariffs, with estimated gross profits affected by $240 million due to increased tariffs on products made in Vietnam, which accounted for 40% of its manufacturing in 2024. Conversely, The Trade Desk recently launched a new AI platform, Kokai, but its adoption has underperformed expectations, contributing to its stock decline.
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