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Lululemon Stock Is Beaten Down Now, But It Could 10X
The Motley Fool· 2025-07-04 13:00
Core Viewpoint - Lululemon Athletica has faced significant stock price declines and revenue growth slowdowns, but there are potential opportunities for substantial long-term growth and stock price appreciation. Group 1: Current Performance and Market Position - Lululemon's stock has decreased by 20% over the past five years and is down 52% from its all-time highs [1] - Revenue growth in North America has slowed from 29% year-over-year in Q1 2022 to just 4% in Q1 2025, raising concerns about market saturation [3] - Despite competition, Lululemon has gained market share in the premium athletic wear category, while competitors like Nike and Athleta have seen revenue declines of 11% and 8% respectively [4] Group 2: Future Growth Potential - Lululemon is still a small player in the $359 billion U.S. apparel market, indicating significant room for growth [6] - The company has opportunities for international expansion, particularly in China, where revenue grew 22% year-over-year to $368.1 million [10] - Revenue from markets outside North America and China grew 17% year-over-year to $328 million, suggesting strong growth potential in regions like Australia and Latin America [11] Group 3: Financial Strategies and Projections - Lululemon's current revenue is just under $11 billion annually, with potential to double or triple in the next decade [14] - The company has been actively repurchasing shares, reducing outstanding shares by 6% over the last three years, which can enhance stock returns [16] - The stock is trading at a P/E ratio of 16.6, near a 10-year low, which could normalize as revenue growth accelerates, further boosting stock returns [17]
Under Armour Stock Impresses With Revenue Beat
Schaeffers Investment Research· 2025-05-13 14:42
Shares of athletic wear name Under Armour Inc (NYSE:UAA) are up 0.8% to trade at $6.26 this morning, enjoying a post-earnings lift on the charts. The company posted a narrower-than-expected fiscal fourth-quarter loss and topped revenue estimates. CEO Kevin Plank said turnaround efforts are paying off, despite the "complex macroeconomic backdrop" with tariff tensions. UAA is facing off with its 80-day moving average and remains 24.5% lower for 2025. May has had a strong start however, with the shares up near ...
Analysts Say These 4 Low P/E Consumer Cyclical Stocks Are Buys
MarketBeat· 2025-03-31 11:46
Concerns over tariffs and their effects on raw materials and consumer pricing are continuing to rock American stock markets. The S&P 500 is down 2% so far in 2025, putting the major index on track to document its first quarterly loss since June 2023. Consumer cyclical stocks, which include retail stores, restaurants and other entertainment companies that do not produce essential products, are among companies hit especially hard by tariff concerns. When markets become volatile, investors tend to move money o ...