Added to YB: 2024-07-22
Pitch date: 2024-07-20
LULU [neutral]
lululemon athletica inc.
-27.26%
current return
Author Info
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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
$281.80
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
If life gives you Lululemon...
LULU: Down 45% YTD, aims to double sales to $12.5B by 2026 via men's segment, digital revenue & int'l expansion (50% of sales). Solid financials: strong margins, FCF, balance sheet. Bull case: 17% rev CAGR, 18% FCF margin, 18x multiple = 2x by 2028. Risks: single brand, US growth crucial. Current price offers upside, but 20-25% drop more compelling.
Read full article (5 min)