Added to YB: 2026-05-19
Pitch date: 2026-05-15
LULU [bullish]
lululemon athletica inc.
+0.43%
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
$13.7B
Pitch Price
$118.71
Price Target
420.00 (+252%)
Dividend
N/A
EV/EBITDA
4.14
P/E
8.98
EV/Sales
1.23
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Lululemon (NASDAQ: LULU) The brand in My Closet Just became a Deep-Value Opportunity at 9-10x Earnings
LULU (new position): Premium athleisure brand w/ real moat, DTC model, 30%+ ROE, $1.8B cash/no debt trading at 10x P/E vs fair 22x. Tariffs hit $275M FY25 + $320M guided FY26, Americas comps -3%, but international +22% (China +29%). Founder Chip Wilson, Elliott ($1B stake), & Burry building positions. New CEO Heidi O'Neill (ex-Nike) starts Sept '26. FY26 guide conservative at $12.10-12.30 EPS. 2028e $17-19 EPS · 22x = $370-420 target vs $120 today = 25-30% IRR.
Read full article (13 min)