Added to YB: 2026-06-11
Pitch date: 2026-06-09
LULU [bullish]
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
180.12 (+48%)
Dividend
N/A
EV/EBITDA
4.52
P/E
9.79
EV/Sales
1.29
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
The Most Hated Premium Brand in America Is Trading at 10× Earnings - Lululemon athletica inc.
LULU: Down 46% YTD to $114, trading 10x guided EPS (~$11/sh, 9.6% earnings yield) w/ zero net debt, 30%+ ROIC, $1,400/sqft. China +30%, intl +13%. Burry & Elliott built positions; proxy fight settled; ex-Nike CEO O'Neill incoming. Bull: 2x; base +58%; downside ~5%. Risk: NA -3%, brand erosion, $210M tariff hit.
Read full article (4 min)