Professional
Added to YB: 2025-06-02
Pitch date: 2025-05-30
LULU [bullish]
lululemon athletica inc.
-34.54%
current return
Author Info
No bio for this author
Company Info
lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China Mainland, Hong Kong, Taiwan, Macau, and internationally.
Market Cap
$19.7B
Pitch Price
$315.13
Price Target
400.00 (+95%)
Dividend
N/A
EV/EBITDA
5.70
P/E
11.28
EV/Sales
1.86
Sector
Textiles, Apparel and Luxury Goods
Category
value
Generation PMCA New Position: Lululemon Athletica Inc.
LULU (new position): Repurchased after 40% decline from tariff threats; high gross margins can absorb tariffs with 10% price increases; trading at 35% discount to $400 FMV despite strong brand, Europe/China expansion (30%+ SSS growth), high profitability, and cash-rich balance sheet.
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