lululemon athletica is down nearly 50% YoY, presenting a compelling turnaround opportunity amid macro pressure and internal changes. International expansion, especially in Asia and new European markets in 2026, is driving robust growth potential despite domestic softness and consumer headwinds. LULU maintains a strong balance sheet, ample liquidity, and has accelerated buybacks recently, with i...
lululemon faces execution risks amid US growth slowdown, margin pressures, and CEO transition, yet trades at a deep valuation discount. Americas revenue declined 2% in Q3, but international momentum—especially China—remains robust, now contributing 20% of total revenue. Management's action plan targets product innovation, faster speed to market, improved store and digital experiences, and cost ...
lululemon athletica (LULU) offers an appealing risk/reward with low expectations, a depressed valuation, and multiple potential catalysts amid management transition. LULU's Q3 results outperformed, driven by 7% revenue growth and accelerating international comps, especially 25% constant-currency growth in China. Activist involvement, a $1B buyback, and a strong cash position support shareholder...
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