Added to YB: 2026-09-18
Pitch date: 2026-09-15
LULU [neutral]
lululemon athletica inc.
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
$10.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.85
P/E
8.05
EV/Sales
1.05
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Opportunity in a Destroyed Sector - Pass: lululemon athletica inc.
LULU (pass): Lululemon remains a pass despite an over 80% share-price decline in less than three years. Product-quality issues have persisted since 2024, including two recent sheerness problems that prompted advice to size up and wear seamless underwear rather than product fixes. New CEO Heidi O’Neill’s Nike tenure overlapped with its failed direct-to-consumer push and perceived innovation problems, leaving leadership and turnaround concerns unresolved.
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