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Added to YB: 2025-10-14

Pitch date: 2025-10-10

LULU [bullish]

lululemon athletica inc.

+21.15%

current return

Author Info

CopyCat Invest is a former Portfolio Manager, managing my own investment portfolio and sharing my research and efforts with full transparency. Sign up for the newsletter.

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

$169.19

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

Show full summary:
Buy LULU

LULU initiated 2% position at $170.28: Back to 2019 levels, 13.5x P/E with little optimism. Founder (9% stake) inviting activists to oust board/new mgmt or take private. Challenged results but speculative trade given geopolitical climate & tariff risks.

Read full article (1 min)