Buy "Product+Stock" Strategy? Do You Agree?
There's an interesting investment strategy:
"If you buy the product, buy the stock too."
If you had bought a company's stock every time you bought their product—say, buying $Apple(AAPL)$ shares every time you got a new iPhone, you might be sitting on a fortune today.
Some netizens are now calling this the "consumer-investor dual approach." For example, next time they buy a Labubu figure, they'll also pick up Pop Mart shares. In fact, $POP MART(09992)$ has already surged 169% this year, with a P/E ratio of 93x.
But if you’re a loyal $Lululemon Athletica(LULU)$ customer buying both yoga pants and stock… this time you might have taken a hit. Lululemon just posted better-than-expected Q1 earnings, but lowered its guidance, triggering a 23% drop in stock price.
EPS: $2.60 vs. expected $2.58; Revenue: $2.37B vs. expected $2.36B
The key issue? Slowing growth. Analysts now question the company’s growth story and believe it’s entering a low-growth phase, which could mean valuation compression.
Challenges include:
Alo Yoga's entry into China, targeting a nearly identical customer base.
Tariff-related margin pressure, especially after new U.S. trade policies in April. Like GAP, Nike, and Under Armour, Lululemon relies on Southeast Asian and Chinese manufacturers—tariffs are an industry-wide risk.
Therefore, the “product-stock“ strategy migh not work sometimes.
Let’s add another variable. Some investors also point to excessive discounts as a red flag. When a brand constantly runs promotions, it may signal weak demand or inventory pressure.
Meanwhile, Pop Mart’s products remain in high demand, with collectors calling some of its figurines nearly impossible to get—suggesting strong momentum and growth potential.
So we ask:
What’s your view on the “Buy product + Buy stock” theory?
Do you wear Lululemon in your everyday life?
Would you ever let your shopping cart guide your investment portfolio?
Chase $POP MART(09992)$ or bottom $Lululemon Athletica(LULU)$?
REWARDS
All valid comments will receive 5 Tiger
The first 10 and last 10 valid comments will receive an additional 10 Tiger Coins
Join our topic and post directly or leave your comments to win tiger coins~
Plus, you can stand a chance to get $5 stock vouchers. Event detail to click: Post to Win! Earn 100+ Tiger Coins & Stock Vouchers with 4 Weekly Prizes!
A tool to boost your purchasing power and trading ideas with CashBoost! Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.
Other helpful links:
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
阿洛瑜伽進入中國，瞄準幾乎相同的客戶羣。
與關稅相關的利潤壓力，尤其是在美國4月份新的貿易政策之後。與GAP、耐克和Under Armour一樣，Lululemon也依賴東南亞和中國製造商——關稅是一個全行業的風險。
現在有網友將此稱爲“消費者-投資者雙重方法。”例如，下次他們購買拉布布我想，他們也會接電話Pop Mart股份。事實上，$泡泡瑪特(09992)$已經激增今年169%，有一個市盈率93倍.
但如果你是忠誠的$Lululemon Athletica(LULU)$顧客同時購買瑜伽褲和股票…這一次你可能受到了打擊。Lululemon剛剛公佈了好於預期的第一季度收益，但是降低了指引，觸發股價下跌23%.
I don’t wear any Lululemon, too expensive!
While my shopping cart is important, the popularity with the masses is more important as my financial means can never beat the masses! So, it is more important to look at trends and don’t fight it. I would consider buying if the company is financially sound and stock price is reasonable.
@Universe宇宙 @Wayneqq @Kaixiang @HelenJanet @DiAngel @Fenger1188 @SPOT_ON @LuckyPiggie @Success88 come join