Added to YB: 2026-09-03
Pitch date: 2026-09-01
LULU [neutral]
lululemon athletica inc.
+1.28%
current return
Author Info
M Squared Capital is a former sell-side analyst in the Retail/Consumer industry sharing analysis on retail/consumer stocks. Sign up for the newsletter.
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
$13.7B
Pitch Price
$118.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.48
P/E
9.70
EV/Sales
1.27
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Lululemon: Lululemon Can Make A 'Heidi' Look Good
LULU (overview): Lululemon’s core strengths as an $11B+ global brand remain intact, while the turnaround’s direction appears materially better with founder Chip Wilson back in the fold; he and two of his board members are also providing input. Incoming CEO Heidi O’Neill starts September 8, potentially after interim management resets expectations; online discounting was heavy during the quarter but promotional-email activity dropped sharply afterward. The risk is that none of the actions is yet proven successful.
Read full article (2 min)