Added to YB: 2025-04-08
Pitch date: 2025-04-05
LULU [neutral]
lululemon athletica inc.
-19.85%
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
$19.7B
Pitch Price
$255.72
Price Target
350.00 (+71%)
Dividend
N/A
EV/EBITDA
5.70
P/E
11.28
EV/Sales
1.86
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Lululemon Athletica ($LULU) – Earnings review + thesis update
LULU (earnings update): Q4 beat, but slow FY25 guidance (7-8% rev growth, 3% EPS growth) due to macro & tariffs. Strong brand, low awareness. Margins expanding, but tariffs threaten. Valuation: 17.5x FY25 EPS, 20x FY27 EPS = $350 PT. Hold, but attractive below $250. Risks: tariffs, slow growth, competition.
Read full article (11 min)