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The Company is a designer and retailer of technical athletic apparel in North America.
Lots of room to go back up
This stock has gone down a lot, but fundamentals have been strong enough to support my Outperform call
A growing business and cheap valuation. They entered into a niche market by targeting women. Recent glitches by management has pushed the stock south. But its balance sheet and earning potential remain strong and at this price, it is a Buy
With the internal bickering mostly out of the way, it's time to get back to selling yoga pants. I think LULU is going to sell a lot of yoga pants
I think that at today's prices, investors who buy the stock are getting a top growing brand with a still big addressable market (international opportunity is still untapped) at a good price. Although the company may still face some problems because of the product-quality issues, I think Lululemon will learn a lot from its mistakes and will come ahead as a better company, and if it retains its status as a lifestyle brand, which I think it does (Lululemon ranks fourth in sales per square foot of space among brick and mortar retailers), once it does, it has what it takes to continue growing and protecting its margins for many years, resulting in an excellent formula to outperform the S&P 500.
Overpriced products - It's hard to deny how comfortable yoga pants are, but I doubt people will keep paying $98 for one pair. I think that soon Gap or Uniqlo will come up with products with the same quality but much lower price points.
I pick up a small real world position today. the multiple has come down a lot and I think there is a chance that the company will turn around with the controversial founder being eased out. People pay a lot for the clothes, because they love them.
I think this is a great brand that has come under some extraordinary pressure over the last 12 months. Between product recalls and turnover in management and the Board, LULU has gotten beaten down in the market. I think this is a resilient brand with loyal and passionate customers and LULU will find it's way back to strong growth. More and more people adopting a healthy lifestyle won't hurt either.
tough times sharpen all edges. This company needs a few hard knocks to re-focus. Hopefully the board gets its act together and they find a suitable replacement for CFO. If I ever meet the man who invented yoga pants the beers are on me.
great company & great among women
CEO is reputable; great brand
With LULU focusing on their direct to consumer business for better margins, and with expansion of their line, if they can also transition to high quality athletic wear for men, they should outperform. Their mix of quality and fashionability is above the curve. They deserve their higher margins.
New CEO in place who used to be the CEO of TOMs and has held a management position at Louis Vuitton (experience with high end brand). Growing popularity among young women, and new mens and kids lines have been doing well.
Here's a link to my slide deck in Dropbox:https://www.dropbox.com/s/o10p8d07b67ke69/Lululemon%20Deck.pptx
New line of clothes, cheap, growth
Still very early in their growth phase.
After running it off the rails they have a new focus. great product line!
No plans to expand internationally, and the U.S. market is getting thin. Not enough to justify the high price
Beaten up over past year given largely near-term concerns. Brand still seemingly resonates with core consumer base and the company has vast room for expansion.
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