$Lululemon Athletica(LULU)$ In

International sales, especially in China, are accelerating and now comprise over a quarter of revenue, offsetting U.S. weakness and providing a path for future LULU growth.

Lululemon maintains rich gross margins in the high 50s and holds hefty cash reserves, giving flexibility for buybacks or growth initiatives.

Despite recent missteps and macro headwinds, I see more upside in this cheap rebound play (at just ~13x ex-cash P/E) than in expensive large-cap tech stocks at peak valuations.

Winning Trades

Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.

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Comments

yansuji
09-08
yansuji
Exciting journey
okalla
09-06
okalla
Great article, would you like to share it?

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