Added to YB: 2026-03-09
Pitch date: 2025-12-27
LULU [bullish]
lululemon athletica inc.
-23.95%
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
$20.3B
Pitch Price
$208.00
Price Target
326.00 (+100%)
Dividend
N/A
EV/EBITDA
5.94
P/E
11.96
EV/Sales
1.90
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Lululemon athletica inc. - $LULU
LULU: Brand loyalty & strong FCF (mid-teens margins, 30%+ ROIC, debt-free) position for US turnaround after McDonald exit & Elliott $1B stake. FY28E EPS cut 29% to $13.56 since March on weak US execution (product/inventory issues). China 20% of rev, +30% growth, high-30s EBIT margins. At 16x P/E, downside to $217; upside to $326 (20x on $16.28 EPS) if turnaround gains traction. New CEO & activist catalyst.
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