Workflow
lululemon(LULU)
icon
Search documents
These Retailers Wring Profits From Every Cent. 2 Stocks to Buy.
Barrons· 2025-10-04 07:00
When it comes to the notoriously competitive retail sector, every dollar counts. That's why investors may want to take a look at stocks like Deckers Outdoor DECK -0.72% , O'Reilly Automotive , and Lululemon Athletica LULU -1.46% Those three stocks boast the sector's highest return on invested capital, according to a note from Citi Research on Friday. The note also applauded Ross Stores and TJX Companies TJX -0.81% among discount retailers. Return on invested capital, or ROIC, is a measure of how much operat ...
lululemon athletica: A Contrarian Hunt In Tariff Territory (NASDAQ:LULU)
Seeking Alpha· 2025-10-03 15:24
lululemon athletica's (NASDAQ: LULU ) stock drawdown is rational, as U.S. comps have turned negative, inventories are up, and management cut FY2025 revenue/EPS explicitly because of higher tariffs and the removal of the de minimis exemption. The impact of these together is likely toAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses ...
lululemon athletica: A Contrarian Hunt In Tariff Territory
Seeking Alpha· 2025-10-03 15:24
lululemon athletica's (NASDAQ: LULU ) stock drawdown is rational, as U.S. comps have turned negative, inventories are up, and management cut FY2025 revenue/EPS explicitly because of higher tariffs and the removal of the de minimis exemption. The impact of these together is likely toAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses ...
lululemon athletica: Potential Value Trap - Structural Headwinds Remain (NASDAQ:LULU)
Seeking Alpha· 2025-10-03 14:14
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...
Final Trade: TRU, COIN, CART, LULU
Youtube· 2025-10-02 22:27
Final trade, Julie Beal. Uh, >> I think all of this noise with FICO and TransUnion is overblown, so I'd be interested in TransUnion today. Tim, >> staying with the digital FOMO, Coinbase, >> Dan.>> Yeah, your Maple Bear has a little more room to run here. >> You might notice tonight I was a little bit sad. I think we all are.And that's because Alexa Monaco, who's been with us now for the last few months, our final page here at CNBC's Fast Money. And you know what. We went out on a huge high note.>> Yes. >> ...
Why Lululemon Stock Fell Sharply in September
Yahoo Finance· 2025-10-02 20:46
Key Points Shares slid in September following management's move to lower its full-year outlook. Management cited weaker U.S. demand and a meaningful hit to margins from tariffs. Even after the sell-off, valuation is not a clear bargain, given softer growth in the company's largest region. 10 stocks we like better than Lululemon Athletica Inc. › Shares of Lululemon Athletica (NASDAQ: LULU) fell 12% in September, according to data from S&P Global Market Intelligence, as investors digested the athle ...
Sell Lululemon – Too Early To Buy After Another Stock Price Decline (NASDAQ:LULU)
Seeking Alpha· 2025-10-02 15:58
Lululemon Athletica, Inc. (NASDAQ: LULU ) may enjoy a short-lived increase in price-per-share [PPS] as we approach the December-January Santa Claus Rally and January Effect, so [1] a “trade” or [2] an opportunity to exit your existing position at a lower loss may present itself. However, I do notFull name for licenses is Anthony Joseph ("A.J.") Cataldo II, PhD, CPA. Retired university accounting professor, CMA, CGMA and author of 10 books and 200+ articles and columns in 50+ different journals and outlets, ...
If You Invested $1,000 in Lululemon Stock 5 Years Ago, Here's How Much You'd Have Today
Yahoo Finance· 2025-10-02 08:50
Key Points Lululemon is registering much slower growth, a stark reversal from the double-digit gains in prior years. There are clear reasons for investors to like this business. The stock’s current valuation is cheap, but Lululemon is a risky bet right now. 10 stocks we like better than Lululemon Athletica Inc. › It's not easy to make a name for yourself in the hypercompetitive fashion and retail sectors. But this is exactly what Lululemon (NASDAQ: LULU) has done. It's the clear pioneer in the ath ...
Lululemon vs. Nike: Which Stock Is in Better Shape Today?
The Motley Fool· 2025-10-02 08:08
Core Viewpoint - Both Lululemon and Nike have faced significant challenges, with both stocks down 44% over the past five years, but they present different investment opportunities moving forward [2][9]. Group 1: Lululemon - Lululemon has been a faster-growing stock compared to Nike in recent years, but it is currently facing temporary headwinds, particularly due to tariffs and reliance on the Chinese market [2][4]. - In the first half of the year, Lululemon generated $4.9 billion in revenue, with over 17% coming from Mainland China, Hong Kong, and Taiwan, making it vulnerable to trade tensions [3]. - The stock has lost more than half of its value since the start of the year and trades at a forward P/E multiple of 14, indicating it may be undervalued relative to its growth potential [4][5]. Group 2: Nike - Nike is undergoing a turnaround under new CEO Elliott Hill, focusing on rebuilding relationships with partners and retailers, although it is too early to assess the success of this strategy [6]. - Nike's revenue from Greater China accounted for 14% of its total revenue in the most recent fiscal year, with significant contributions from the Asia Pacific & Latin America segment [7]. - Despite a stock decline of around 8% this year, Nike's forward P/E of 40 reflects its potential for improvement as the company works on cost reduction and financial enhancement [8][9]. Group 3: Market Outlook - Both companies may continue to struggle as consumers reduce discretionary spending, but Nike is positioned for greater upside due to its stronger brand and diversified market presence [9][10]. - Investors should be prepared for a potentially lengthy recovery period for both stocks, requiring patience as market conditions evolve [10].
男人辜负了lululemon
创业邦· 2025-10-02 03:09
以下文章来源于有数DataVision ,作者赵瑜 有数DataVision . 季度营收增长保持个位数水平,全年营收指引再度下调,免不了投资机构带头跑路。今年以来, lululemon的的市值距历史高点已跌去60%以上。 面对四面八方的平替,以拳头产品瑜伽裤为代表的女装业务尚且维持增长。被寄予厚望的男装业务增 速再创新低,千言万语汇成一句话: 男人的钱太难赚了。 数据表象与商业真相 来源丨 有数DataVision (ID: ycsypl ) 作者丨赵瑜 编辑丨 李墨天 图源丨Midjourney 月初lululemon季报发布,主打一个扑街。 没刮的彩票 2022年北京冬奥会开幕,加拿大代表团统一身着lululemon进场。同年7月,lululemon市值历史性的 超过阿迪达斯,随后突破400亿美元。 不过,lululemon的强劲势头当时已经放缓,2018年进入中国市场带来的增长红利所剩无几,反倒是 库存水位逐渐走高,外面站满了Alo Yoga和Maia Active这些小号平替。 但资本市场审视一家公司,既要看它做了什么,也要看它"还没做"什么。 2022年冬奥会上的加拿大代表团 表面上看 ,lulu ...