Added to YB: 2026-08-03
Pitch date: 2026-07-30
LULU [neutral]
lululemon athletica inc.
-1.27%
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, Hong Kong, Taiwan, Macau, Greece, and internationally.
Market Cap
$13.5B
Pitch Price
$120.40
Price Target
172.00 (+44%)
Dividend
N/A
EV/EBITDA
4.43
P/E
9.59
EV/Sales
1.26
Sector
Textiles, Apparel and Luxury Goods
Category
value
$LULU DCF valuation model (updated)
LULU (holding update): DCF target $172, stock trades 33% below FV; ~14% annual alpha if converges in 3yrs. Assumes 4.7% growth fading to 2.5% terminal, 22.8% EBITDA margin, 8.4% WACC, 7.1x exit. Rev slowing sharply (5% FY25, flat-1% decline FY26 guide). Narrow moat. Hold at 1.5% position.
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