We came across a bullish thesis on lululemon athletica inc. on Louis’s Substack by On the Street With Louis. In this article, we will summarize the bulls’ thesis on LULU. lululemon athletica inc.'s share was trading at $200.21 as of September 2nd. LULU’s trailing and forward P/E were 13.62 and 13.57 respectively according to Yahoo Finance. djile/Shutterstock.com Lululemon, a leading athleisure brand founded in 1998, has seen its stock decline from over $500 in 2023 to around $200 today, trading at a his ...

Key Takeaways lululemon cut its fiscal 2025 revenue and EPS guidance on U.S. weakness and rising tariff costs.Product cycle missteps hurt core categories, but the latest launches aim to spark renewed customer engagement.International growth remained strong, led by a 25% revenue rise in China and 19% in the Rest of World.lululemon athletica inc. (LULU) has long been synonymous with premium athleisure, but its latest earnings call shows a brand recalibrating its growth story. In second-quarter fiscal 2025, EP ...

Lululemon公司概况 - 公司是拥有强大品牌影响力和忠实客户群体的运动休闲行业全球参与者 [1] - 自1998年成立以来从温哥华本土瑜伽服饰零售商发展为国际品牌 [1] - 具备优异的利润率水平和强劲增长率 [1] 投资筛选标准 - 关注收入、盈利和自由现金流同步增长的企业 [1] - 优先选择具备卓越增长前景的公司 [1] - 倾向估值合理的标的 [1] - 青睐自由现金流利润率高的稳定增长型企业 [1] - 偏好实施大额股票回购计划或持续分红的公司 [1] （注：根据任务要求，已排除所有风险提示、免责声明及评级规则相关内容，仅保留公司基本面与投资逻辑的客观陈述）