Professional
Added to YB: 2025-05-30
Pitch date: 2025-05-27
LULU [neutral]
lululemon athletica inc.
-36.19%
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
$321.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.70
P/E
11.28
EV/Sales
1.86
Sector
Textiles, Apparel and Luxury Goods
Category
growth
RGA Investment Advisors Portfolio Holding: Lululemon Athletica Inc.
LULU (holding update): Leading athleisure brand maintaining relevance despite competition from Vuori, Alo & Fabletics. Mid-single digit FCF yield with MSDs revenue growth, double-digit EPS growth via aggressive share repurchases. Slowdown in US Women's offset by Men's & international expansion. China alone could double business. Trading at GFC-level P/E.
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