Professional
Added to YB: 2025-09-30
Pitch date: 2025-09-27
LULU [neutral]
lululemon athletica inc.
+16.08%
current return
Author Info
M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. Sign up for the newsletter.
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
$177.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.70
P/E
11.28
EV/Sales
1.86
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
LULU: Looking Forward To The Sunset
LULU (overview): Adding to coverage. Sun Choe's (ex-CPO) poor product decisions still impacting stores today despite May 2024 departure. CEO McDonald restructured product org, but lead times mean inflection not until Spring 2026. EPS range $12.75-$13.40. Americas revenue recovery could drive multiple back to 20x as upgrade cycle begins.
Read full article (3 min)