Added to YB: 2025-04-03
Pitch date: 2025-03-31
LULU [bullish]
lululemon athletica inc.
-27.37%
current return
Author Info
Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. Sign up for the newsletter.
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
$282.23
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
The Lululemon long game
LULU: Strong fundamentals despite Q1 guidance. Product innovation driving AOV. 20%+ int'l growth, China strong. 20%+ margins. Trading at 10yr low valuation. Robust FCF ($4.8B next 3yrs). Cyclical US challenges but brand strong. Product + marketing investments. Long-term targets on track.
Read full article (9 min)