lululemon athletica: A Contrarian Hunt In Tariff Territory

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 ...