In this articleLULUwatch nowWhen athleisure brand Vuori launched in 2015, it was headquartered in a garage, sold only men's shorts and couldn't get investors to give it the time of day. Now, the Carlsbad, California, retailer is expanding globally, backed by a string of marquee investors including General Atlantic, SoftBank and Norwest Venture Partners, after raising $825 million in November in a funding round that valued the company at $5.5 billion.  It's become the envy of incumbents such as Lululemon, Ga ...

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Lululemon Athletica (LULU 0.59%) has risen up the ranks and successfully carved out a niche in the competitive apparel sector. Its shares have been a big winner, climbing 672% in the past decade (as of Dec. 12), a gain that beats the broad S&P 500.The consumer discretionary stock got a boost recently after management reported better-than-expected financial results for the third quarter. But shares still trade 23% below their all-time high.You might be considering adding a position in Lululemon. However, tak ...

Lululemon Athletica (LULU 0.59%) has not had a good year, to say the least. While the S&P 500 has climbed 27% in 2024 (as of Dec. 12), the premium athleisure brand has seen its shares head in the opposite direction. As of this writing, this consumer discretionary stock has slumped 23% in 2024 as well as from its peak about a year ago. Bullish investors are certainly hoping for things to turn around. But can Lululemon's stock rise roughly 25% from today's levels to reach $500 in 2025? Here's what investors s ...

海 外 研 究 证券研究报告 ＃industryId＃ 纺织服装 ＃investSuggestion＃ 无评级 ＃ investSuggestio nChange＃ 公 司 跟 踪 报 告 | --- | --- | |----------------------------|----------| | | | | ＃市场数据 marketData ＃ | | | 日期 | 20241206 | | 收盘价（美元） | 399.60 | | 总股本（亿股） | 1.17 | | 流通股本（亿股） | 1.17 | | 净资产（亿美元） | 40 | | 总资产（亿美元） | 71 | | | | | 每股净资产（美元） | 34.16 | ＃相关报告 relatedReport＃ FY24 年报点评_指引谨慎，全年 中 国 大 陆 可 比 收 入 + 46%_20240403 FY24Q3 业绩点评_业绩超预期， 中国市场收入+53%_20231210 FY24Q2业绩点评_中国业务保持 强 劲 增 势 ， 上 调 全 年 指 引 _20230904 深度报告_Lululemon:品类杀手 是如何炼成的? — ...

I am Shubhm Thakkar, a student at the Indian Institute of Management - Indore. I have cleared the CFA Level 1 examination and am due to appear for the CFA Level 2 in November 2024. I have past experience publishing on Seeking Alpha as part of my internship at Que Capital which was a subsidiary of AlmaStreet Capital LLC - an entity which previously published on this platform. At AlmaStreet, I followed a GARP Approach - Growth at a Reasonable Price. I intend to use the GARP approach and a Value Investing appr ...

露露乐蒙（LULU.O） 更新报告 | --- | --- | --- | --- | --- | --- | --- | --- | |-------|---------------------------------------------------------------------------------|----------------------------|----------------------------------------------------|-------------------------------|--------------------------|-------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------ ...

ablokhin While the overall market continues to hit All-time High almost every other day, Lulu (LULU) has been battling the skeptics for much of this year. There is still a long way to go, but with the stock now up almost ...

Advertisement A bright spot on Lululemon's horizon was its robust growth in international markets.Its international sales increased 33% in Q3 of 2024, compared to 2% in the Americas.China, in particular, was a strong market for the brand this quarter.Lululemon's robust growth in its international markets — particularly China — made up for its lackluster performance in the Americas.The Vancouver-based activewear brand, known for selling $100 yoga pants, reported strong third-quarter sales in its stores abro ...

Financial Data and Key Metrics Changes - Total revenue increased by 9% to $2.4 billion, or 8% in constant currency, with adjusted operating margin rising by 70 basis points to 20.5% [13][40][45] - Adjusted earnings per share (EPS) increased by 13% compared to the previous year [14][45] - Inventory increased by 8%, which was lower than the guidance of mid-teens growth [47][72] Performance by Business Line - Men's revenue increased by 9%, while women's and accessories both saw an 8% increase [13][40] - In the Americas, revenue grew by 2%, with a flat performance in the U.S. and a 9% increase in Canada [15][40] - International revenue surged by 33%, or 30% in constant currency, with China Mainland growing by 39% [22][40][101] Market Data and Key Metrics Changes - E-commerce revenue in the U.S. increased by 4%, contributing $945 million, or 39% of total revenue [40][112] - The company ended the quarter with 749 stores globally, having opened 13 net new stores [41] - The membership program now boasts 24 million members, indicating strong guest retention [20][113] Company Strategy and Development Direction - The company aims to return the level of newness in product offerings to historical levels by Q1 2025, focusing on seasonal newness and improved assortments [21][35] - Plans for 2025 include opening new stores in Italy and expanding through franchise models in Denmark, Belgium, Turkey, and the Czech Republic [29][103] - The company remains committed to its Power of Three x2 revenue target of $12.5 billion by 2026, with a current three-year revenue growth CAGR of 19% [35][49] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the U.S. market's potential for growth, citing strong guest retention and opportunities for increased revenue per guest [66][67] - The company is closely monitoring macroeconomic conditions and planning prudently for the holiday season [38][48] - Management highlighted the importance of brand awareness, which remains low at 36% in the U.S., presenting a significant growth opportunity [21][159] Other Important Information - The company authorized a $1 billion increase in its share repurchase program, with $1.8 billion available for repurchases [14][47] - The purchase of the Mexico franchise was completed, adding 15 stores to the company-operated store count [39] Q&A Session Summary Question: U.S. sales stabilization and future growth - Management indicated that U.S. sales performance met expectations and expressed optimism for improvement in Q4 due to stronger newness [64][66] Question: Inventory growth reasons - Management explained that the mid-teens inventory growth is due to chasing seasonal newness and managing slower-moving core products [70][72] Question: Confidence in negative comp trends inflecting - Management cited strong guest engagement and loyalty, along with a focus on newness, as reasons for confidence in reversing negative comp trends [75][77] Question: Women's business performance - Management reported strong growth in the women's business, particularly in leggings, driven by newness in colors and patterns [82][84] Question: Gross margin drivers and sustainability - Management noted that lower inventory provisions positively impacted gross margin in Q3, but they do not expect significant movement in Q4 [90][92] Question: China market performance - Management expressed satisfaction with the growth in China, expecting continued strong performance in Q4 [100][101] Question: Competitive landscape and promotional intensity - Management acknowledged a promotional environment but emphasized their strategy of maintaining regular price sales rather than relying on markdowns [127][128] Question: Marketing investment and brand awareness - Management indicated that marketing spend is expected to increase slightly, focusing on long-term brand awareness and customer engagement [157][159]