Lululemon athletica's stock has dropped about 75% from its December 2023 all-time high of $516.39, marking its second largest decline since its 2007 IPO. Currently trading at roughly 9.4 times its expected earnings for fiscal 2027, the company is shifting growth emphasis to China, where it sees strong revenue and profitability compared to North America. The analyst highlights lululemon's solid free cash flow and net cash position as factors that could stabilize the stock price. The author has initiated a small position at around $120 per share and is open to buying more if prices fall further, imagining an opportunity below $100 per share.
Lululemon invested in Syntetica's $30 million Series A funding to support its innovative recycling of Nylon 6 and Nylon 6,6, materials difficult to separate and reuse in textile waste. This move aligns with growing industry demand for sustainable, co...
In Q2 2026, Baird's Chautauqua International Growth Fund returned +10.39%, trailing the MSCI ACWI ex-U.S. Index's +14.49%. Key detractors included Alibaba and Lululemon, while Recruit and ASML contributed positively. The Global Growth Fund also lagge...
