Added to YB: 2025-01-22
Pitch date: 2024-12-05
LULU [bullish]
lululemon athletica inc.
-45.63%
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 Mainland, Hong Kong, Taiwan, Macau, and internationally.
Market Cap
$19.7B
Pitch Price
$377.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.70
P/E
11.28
EV/Sales
1.86
Sector
Textiles, Apparel and Luxury Goods
Category
turnaround
Lululemon Athletica Inc. - $LULU
LULU: Beloved brand trading at 23x fwd P/E, historical low. Poor product assortment led to selloff. Expect rebound with new Spring 2025 lineup, 8% SSS growth vs 5% est. 30-40% IRR to CY'25. Risks: baggy clothing trend. History of bouncing back from mistakes (2013, 2017). CPO fired, fixes underway.
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