Professional
Added to YB: 2025-11-24
Pitch date: 2025-10-03
LULU [neutral]
lululemon athletica inc.
+17.48%
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
$174.47
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
Vision Capital Portfolio Holding: Lululemon athletica inc.
LULU (holding update): 2Q25 rev +7%, US flat but outperforming Nike's -7%. China (~16% rev) growth guide cut 30% to 25% but remains key driver. Market share gains vs Nike/adidas. Core products stale, seasonal colors drove markdowns. Needs product innovation reset & marketing revamp to combat Alo/Vuori competition.
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