Added to YB: 2026-09-25
Pitch date: 2026-09-22
LULU [neutral]
lululemon athletica inc.
-1.94%
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
$11.5B
Pitch Price
$103.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.05
P/E
8.49
EV/Sales
1.10
Sector
Textiles, Apparel and Luxury Goods
Category
value
Sporting goods research notes: lululemon athletica inc.
LULU (update): Lululemon is a fallen premium athletic-apparel compounder whose multiple has compressed faster than certainty of permanent brand impairment: at roughly $101, it trades at 11.8x forward earnings, though FY2026 EPS should be adjusted for a $0.86 tariff benefit. Brand equity, controlled inventory and new CEO Heidi O’Neill support recovery potential, but -12% Americas comps, shifting women’s-bottoms preferences, competition and markdown risk leave stabilization unproven.
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