Professional
Added to YB: 2024-02-16
Pitch date: 2024-01-15
LULU [bullish]
lululemon athletica inc.
-57.12%
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
$478.05
Price Target
550.78 (+169%)
Dividend
N/A
EV/EBITDA
5.70
P/E
11.28
EV/Sales
1.86
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Vision Capital Group New Portfolio Holding: $LULU
LULU: Athleisure leader w/ $8B FY22 rev, $1.2B net income. 91% DTC sales drive high margins (56% gross, 22% EBIT) vs peers. DTC seeing rapid growth (46% of rev), 42% EBIT margin. Growth potential in men's, China. Efficient marketing (4% spend). 15% rev CAGR target, 20%+ investor returns possible under CEO McDonald & founder Wilson.
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