Added to YB: 2025-03-31
Pitch date: 2025-03-28
LULU [neutral]
lululemon athletica inc.
-28.37%
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
$286.14
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
growth
Lululemon’s Strategy Shift: More Marketing, More Innovation, More Growth?
LULU (earnings overview): Q4 guidance miss due to broader consumer pressures, not brand-specific. China comps accelerating to 27% cc. Low inventory, high GM. Strong product innovation (Daydrift, Lulu-Linen). US growth LSD-MSD. Marketing spend 5% of sales. Unique activations strategy. Returning to community focus.
Read full article (3 min)