Added to YB: 2025-06-10
Pitch date: 2025-06-06
LULU [neutral]
lululemon athletica inc.
-23.1%
current return
Author Info
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
$266.54
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
turnaround
Lululemon 1Q'25 Update
LULU (earnings update - waiting on another 20% decline): Stock -20% on weak guidance. US growth anemic (LSD) despite improving brand awareness. Q1 shows US/Canada/China at 3%/6%/18% growth. New styles gaining traction. Tariffs hurting margins (-110bps). 2025 guidance: 7-8% rev growth but lower EPS. Buybacks strong ($430M). Currently 17x P/E, worth adding at 10x EBIT.
Read full article (7 min)