Added to YB: 2026-08-20
Pitch date: 2026-06-05
LULU [bullish]
lululemon athletica inc.
+4.44%
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, Hong Kong, Taiwan, Macau, Greece, and internationally.
Market Cap
$13.5B
Pitch Price
$114.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.43
P/E
9.60
EV/Sales
1.26
Sector
Textiles, Apparel and Luxury Goods
Category
value
Lululemon athletica inc. - $LULU
LULU: Long at $111 (~$12.6B cap): 9x trailing EPS, 9.9x P/FCF, 1.1x EV/sales — cheap vs history & NKE (29x P/E). Bull: loyal female core, China/EM growth, GLP1 tailwinds, improved governance post-Wilson detente = LBO/activist put (Elliott may reengage). Turnaround more tractable than NKE. Catalysts: new CEO (Sept), AGM, earnings. Risks: saturated athleisure (Vuori/Alo), weak women's execution, margin reset, China clock, macro/oil.
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