lululemon(LULU)

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Lululemon: The Best Performance, The Lowest Valuation
Seeking Alpha· 2025-09-19 16:22
With the recent launch of Lululemon here in Brussels , I went to explore the flagship new store and saw a crowd battling each other for the newest Lululemon product releases. Now, a shop might not be indicative of the broad operation, andAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consu ...
中产为什么开始抛弃lululemon了?
虎嗅· 2025-09-19 10:03
曾经的lululemon,会让你觉得,不是买了一条裤子,而是为自己的生活方式买了一个许可。可今天, 好像哪哪都有它,曾经的归属感与自豪感去哪儿了? 文章链接:https://www.huxiu.com/article/4782278.html 阅读原文:中产为什么开始抛弃lululemon了?_虎嗅网 文章标题:中产为什么开始抛弃lululemon了? ...
BofA Cuts Lululemon (LULU) PT to $185 on Slower China Growth, Reduced Full-Year Revenue Guidance
Yahoo Finance· 2025-09-19 04:20
Lululemon Athletica Inc. (NASDAQ:LULU) is one of the best Canadian stocks to buy now. On September 12, BofA analyst Lorraine Hutchinson lowered the firm’s price target on Lululemon to $185 from $210, while keeping a Neutral rating on the shares to reflect slower China growth and better tariff mitigation. While BofA is raising its FY2026 EPS estimate by 1% to $13.15, it is reducing its price target to reflect a lower sales growth rate. This sentiment was posted after the company announced its FQ2 2026 fina ...
Lululemon Athletica (LULU): Slowing Growth, But a 41% ROE Powerhouse
Acquirersmultiple· 2025-09-18 23:38
As part of our ongoing series at The Acquirer’s Multiple, each week we spotlight a stock from our Stock Screeners that might be a deeply undervalued gem hiding in plain sight.This week’s spotlight is: Lululemon Athletica Inc. (LULU)Lululemon is a global leader in athletic apparel, known for its premium yoga wear, lifestyle products, and innovative retail strategy. While the brand often carries a reputation for being priced at a premium both in stores and on the market, the company’s financial performance sh ...
暴跌15%!穷鬼买不起,中产不买账,这家运动巨头要“卖股”了?
新浪财经· 2025-09-18 06:35
核心观点 - 迪卡侬在中国市场面临品牌吸引力下降和盈利能力下滑的双重挑战 主要因低价策略优势减弱、高端化转型受挫及竞争加剧导致[3][5][9][11][15][18][19][25][33][35][37][38] 财务表现 - 2024年净利润同比下滑15.5%至7.87亿欧元[9] - 净销售额达162亿欧元 数字销售份额占比20%[11] - 全球业务覆盖79个地区 店铺数量1,817家 销售产品11.8亿件[11] 市场竞争 - lululemon通过高端定位和爆款单品(如瑜伽裤)抢占中产市场 2025年第二季度净利润同比增长94%至3亿欧元[11][15][19][26] - 骆驼、探路者以平价策略分流下沉市场[3] - 专业领域(如骑行)面临捷安特等品牌竞争 高端产品线VAN PYSEL未获认可[33][35] 品牌策略与消费者反应 - 涨价策略导致消费者流失 核心性价比优势被削弱[11][18][25][38] - 品牌叙事(如环保理念)未能有效触达主流消费者 缺乏类似lululemon的情感联结[40][43][45] - 2025年挖角lululemon首席营销官张晓岩 试图复制高端化成功但未达预期[24][25] 本土化与创新尝试 - "尿素袋"营销事件意外出圈 契合中国怀旧文化和"松弛感"需求[49][50][52] - 优化供应链并回归平价策略 重新吸引消费者关注[55][58] - 持续深耕中国市场需求 依托全产业链提升本地化适配度[58]
lululemon: After A Plunge From $420 To $160, It's Time To Buy
Seeking Alpha· 2025-09-17 19:12
I have rarely been interested in lululemon athletica inc. (NASDAQ: LULU ) shares in the past, mostly because the stock valuation was so high. But that is not the case anymore because this stock has plunged fromLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my latest trading ideas: @Hawkinvest1Analyst’s Dis ...
lululemon: There's Opportunity In The Overdone Selloff
Seeking Alpha· 2025-09-17 12:58
投资方法论 - 专注于小市值公司的投资 投资范围涵盖美国 加拿大和欧洲市场 [1] - 通过理解公司财务驱动因素来识别错误定价证券 主要采用贴现现金流模型进行估值 [1] - 该方法不局限于传统价值投资 股息投资或成长投资 而是综合考量股票所有前景以确定风险回报比 [1] 分析师披露 - 分析师未持有任何提及公司的股票 期权或类似衍生品头寸 [2] - 未来72小时内无计划建立任何相关头寸 [2] - 文章内容代表分析师个人观点 未获得除Seeking Alpha外任何形式的补偿 [2] 平台声明 - Seeking Alpha声明过往业绩不保证未来结果 [3] - 平台不提供任何投资 suitability 建议 [3] - 表达的观点可能不代表Seeking Alpha整体立场 [3] - 平台非持牌证券交易商 经纪商或美国投资顾问/投行 [3] - 分析师团队包含专业投资者和可能无执照的个体投资者 [3]
Lululemon Stock Hasn't Been This Cheap Since 2020. Is It a Bargain Buy, or Is It Heading Lower?
The Motley Fool· 2025-09-17 09:25
The stock trades at an incredibly low forward price-to-earnings multiple of just 12.It's been a tough year for Lululemon Athletica (LULU 1.51%) stock. It has been in a free fall as tariff-related headwinds and other economic challenges have been weighing on its business. Not only has the company been experiencing a slowdown, but investors have also been worried upcoming quarters could be even worse.As a result of the bearishness and all the adversity it has been facing, Lululemon's stock has not only fallen ...
Is Lululemon Stock Finally a Buy Below $170?
The Motley Fool· 2025-09-17 08:25
The apparel brand is in one of its largest drawdowns ever.Things have gone from bad to worse for Lululemon (LULU 1.51%). Increased competition and changing consumer trends in the United States have triggered a major growth slowdown for the apparel brand, and the stock is now off close to 70% from all-time highs. At a price of $160, the stock is at one of its lowest levels in years.Shareholders of Lululemon are feeling the pain. At the same time, its valuation is now close to its lowest level ever. Does that ...
lululemon athletica inc. (LULU): A Bull Case Theory
Yahoo Finance· 2025-09-16 15:42
We came across a bullish thesis on lululemon athletica inc. on Louis’s Substack by On the Street With Louis. In this article, we will summarize the bulls’ thesis on LULU. lululemon athletica inc.'s share was trading at $200.21 as of September 2nd. LULU’s trailing and forward P/E were 13.62 and 13.57 respectively according to Yahoo Finance. djile/Shutterstock.com Lululemon, a leading athleisure brand founded in 1998, has seen its stock decline from over $500 in 2023 to around $200 today, trading at a his ...