$Lululemon Athletica(LULU)$ St

Store expansion, especially internationally, and superior ROIC per store versus peers indicate a long runway for growth before saturation.

Cyclical industry headwinds and macro uncertainty have weighed on results, but improving consumer sentiment and potential rate cuts could drive a rebound.

My DCF and comps analysis support a $259 price target, representing 26% upside; but

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?

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