Added to YB: 2025-09-05
Pitch date: 2025-09-04
LULU [bullish]
lululemon athletica inc.
+24.12%
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
$165.14
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
N/A
$LULU Lululemon Q2: Low Bar, High Volatility Setup
LULU (earnings play): Sentiment tilted negative, consensus below Q2 2025 guidance creating low bar. Mixed alt-data: international segments strong, US web traffic recovering, but domestic social engagement flat vs competitors. Gift card demand rising. Asymmetric setup - modest US strength or optimistic mgmt tone could spark relief rally given bearish bias, but downside if numbers match weak sentiment.
Read full article (2 min)