Added to YB: 2026-06-16
Pitch date: 2026-06-13
LULU [neutral]
lululemon athletica inc.
-2.52%
current return
Author Info
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
$13.5B
Pitch Price
$119.21
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.42
P/E
9.58
EV/Sales
1.26
Sector
Textiles, Apparel and Luxury Goods
Category
value
The #1 Academy: three signings for the watch list - Lululemon athletica inc.
LULU (watchlist): Down ~65% from highs, near 2018 levels, ~9-10x earnings (vs 25-40x historical), EV/EBITDA <6. FY rev $11.1B, profit $1.58B, 28% ROIC, 32% ROE, 54%+ gross margin, $1.5B cash, no debt. New CEO, aggressive buybacks. Risk: value trap if athleisure commoditizes (Vuori/Alo).
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