Added to YB: 2025-09-11
Pitch date: 2025-09-09
LULU [neutral]
lululemon athletica inc.
+24.45%
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
$164.70
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
value
Lululemon Q2 2025
LULU (earnings update): CEO McDonald confessed to internal missteps - lounge category stale designs hurting high-value customer repeat purchases, 170bp margin hit from de minimis tariffs, growing competitive pressure. Despite 4% comp decline, still gaining market share vs declining apparel sector. Strong brand equity intact, 60% gross margins, execution risk key.
Read full article (7 min)