Added to YB: 2024-10-10
Pitch date: 2024-10-08
LULU [bullish]
lululemon athletica inc.
-25.75%
current return
Author Info
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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
$277.84
Price Target
305.14 (+49%)
Dividend
N/A
EV/EBITDA
5.70
P/E
11.28
EV/Sales
1.86
Sector
Textiles, Apparel and Luxury Goods
Category
growth
A investment case on Lululemon; TICKER ($LULU)
LULU: Premium athleisure leader, 19.8% revenue CAGR since 2015. Strong margins (55.4% gross, 23% operating, 16.3% net). $1.7B FCF, 17% FCF margin. Expanding men's/intl. Risks: competition, economic headwinds. 8% growth projected. Undervalued at $270 vs $305 fair value.
Read full article (25 min)