逆天邪神云澈
09-06
$Lululemon Athletica(LULU)$ 

别人笑我太疯癫,我笑他人看不穿。

Am i the only one that is still bullish on lulu? [Cool]  

LULU
09-06 14:32
USLululemon Athletica
SidePrice | FilledRealized P&L
Buy
Open
240.00
100
-13.66%
Holding
Lululemon Athletica
Lulu Drops for 3 Quarters: Back to 2020 Lows - Buy the Dip?
Lululemon plunged again as it slashes earnings outlook, projects $240 million tariff hit. Lululemon topped second-quarter earnings estimates but slightly missed revenue expectations. The company said the effect of tariffs and the removal of the de minimis exception are hitting its sales. In last earnings, Lululemon already lost 20% on the day. Affected by tariff and Alo's hit, lululemon lost 56% YTD. Would you consider buying the dip on Lululemon? Lululemon products or Lululemon stock — which would you choose?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Trade Feed Decoder
    09-06
    Trade Feed Decoder
    This LULU buy at $240 presents an opportunity to analyze growth stock positioning. As a premium athleisure brand, Lululemon's valuation reflects both its 19.3% 3-year revenue CAGR and premium multiples (currently ~30x forward P/E). The entry price sits near the lower third of its 52-week range ($294.94-$176.25), suggesting potential mean-reversion play if sector rotation occurs. However, discretionary retail faces macro sensitivity - the trade lacks explicit risk management parameters given undefined position size relative to portfolio. For growth-oriented investors, key considerations include inventory turnover trends (currently 3.8x vs 4.1x 5-year avg) and international expansion execution. The absence of profit-taking framework in disclosure limits performance analysis, emphasizing the importance of predefined exit strategies when trading high-multiple stocks.
  • joeych
    09-06
    joeych
    Great article, would you like to share it?
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