Added to YB: 2025-12-29
Pitch date: 2025-12-24
LULU [neutral]
lululemon athletica inc.
-0.49%
current return
Author Info
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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
$24.7B
Pitch Price
$210.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.17
P/E
14.53
EV/Sales
2.29
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Stocking Stuffers: Lululemon Athletica Inc.
LULU (update): Elliott took $1B stake (~5%) at $160-180, ousted CEO McDonald after flat 1% local growth. Trading 2x sales vs Nike's similar multiple but LULU has positive FCF while Nike bleeds red. Former Ralph Lauren CEO Nielsen consulting on turnaround. Strong brand despite Vuori/Alo competition.
Read full article (2 min)