Added to YB: 2026-06-11
Pitch date: 2026-06-09
LULU [neutral]
lululemon athletica inc.
-0.44%
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, Hong Kong, Taiwan, Macau, Greece, and internationally.
Market Cap
$13.8B
Pitch Price
$119.45
Price Target
153.00 (+26%)
Dividend
N/A
EV/EBITDA
4.52
P/E
9.79
EV/Sales
1.29
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Deep Dive: Lululemon ($LULU)
LULU (overview): Premium athleisure down ~80% from 2024 highs. Americas (71% rev) flat 9 straight quarters; Q1 FY26 US comps -5%, gross margin -410bps to 54.2% on tariffs/markdowns, op margin 11.2% vs 18.5%. China +42% CAGR. Catalysts: product refresh, ex-Nike CEO O'Neill (Sept), GLP-1 tailwind. Risks: brand fade, dupes, Alo/Vuori. DCF base $153, bear $88 vs $116. Rated HOLD, sell on rallies—too hard, wait for US comp turnaround.
Read full article (10 min)