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LULU

+35 pts



$LULU - foot traffic appears to have rebounded in January, inventory should improve by end of Q1

By puckerman17 on Jan. 11, 2022, 3:22 p.m.
Tagged topics: management commentary

Views: 98, Votes: 4, Responses: 0, Attachments: 2
LULU

+32 pts



$LULU - Omicron likely impacted growth by ~250bps in Q4

By puckerman17 on Jan. 10, 2022, 4:38 p.m.
Tagged topics: earnings miss , omicron variant

Views: 13, Votes: 1, Responses: 0, Attachments: 1
MAR , CMG , VVV , STZ , WSM , BBY , BBBY , H , NCLH , LULU , CLX , CPB , PG , PEP , NKE , PM , KR , SFM , DNUT

+53 pts



Consumer spending set to exit 2021 like a lion, but enter 2022 like a lamb; next year will favor business that are service oriented & cater to higher income consumers

By ethonomics on Dec. 14, 2021, 5:14 p.m.
Tagged topics: Consumer spending , deep dive , 2022 outlook

Views: 161, Votes: 8, Responses: 2, Attachments: 1
LULU , NKE , UAA

+36 pts



$LULU - Another Great Quarter, But Valuation Already Great Too

By puckerman17 on Dec. 10, 2021, 1:30 p.m.
Tagged topics: rich valuations

Views: 129, Votes: 4, Responses: 0, Attachments: 4
LULU

+36 pts



$LULU : Ahead of the Tape: Key Inputs for LULU’s 3Q Earnings Update

By KHUN on Dec. 9, 2021, 4:48 a.m.
Tagged topics: valuations , analyst checks , analyst raises target

Views: 28, Votes: 4, Responses: 0, Attachments: 1
LULU

+37 pts



$LULU - underlying demand materially exceeding reported revenues

By puckerman17 on Oct. 29, 2021, 1:36 p.m.
Tagged topics: TAM expansion , secular trends , strong demand , casualization of apparel

Views: 42, Votes: 2, Responses: 1, Attachments: 1
LULU

+33 pts



$LULU - analysts raise targets as Q2 beat-and-raise illustrate LULU's strong brand, pricing power, and athleisure's expanding TAM

By puckerman17 on Sept. 9, 2021, 11:06 a.m.
Tagged topics: TAM expansion , earnings results , analyst raises estimates , analyst raises target , beat and raise , athleisure

Views: 174, Votes: 2, Responses: 0, Attachments: 10
LULU

+31 pts



$LULU - Telsey raises target ahead of next week's results, says strong momentum appears to have continued into Q2

By puckerman17 on Sept. 3, 2021, 12:26 p.m.
Tagged topics: analyst raises estimates , analyst raises target , Telsey , athleisure

Views: 116, Votes: 1, Responses: 0, Attachments: 2
LULU

+33 pts



$LULU - Stifel says investment in Genomatica is a 'visionary move' to create separation from long list of competitors

By puckerman17 on Aug. 18, 2021, 5:35 p.m.
Tagged topics: plant-based , Stifel , athleisure , sustainable growth , Genomatica

Views: 144, Votes: 1, Responses: 0, Attachments: 2
LULU

+31 pts



$LULU - Deutsche says MIRROR and ecommerce widens TAM, but expected margin pressure may limit near-term upside

By puckerman17 on June 4, 2021, 10:49 a.m.
Tagged topics: margin pressure , long-term story , eCommerce , MIRROR , Deutsche Bank , athleisure

Views: 138, Votes: 1, Responses: 0, Attachments: 2
LULU

+34 pts



$LULU - Earnings Beat in the Cards for Lululemon Stock?

By beat_the_street on June 3, 2021, 12:43 a.m.
Tagged topics: valuations , athletic apparel , earnings preview

Views: 41, Votes: 3, Responses: 0, Attachments: 2
LULU

+30 pts



$LULU - Lululemon's secondhand initiative could increase shopping frequency for existing customers and attract new younger GenZ customers

By puckerman17 on May 20, 2021, 4:20 p.m.
Tagged topics: retail , Piper Sandler , ESG initiatives , Gen Z , athleisure , secondhand clothes , consumer trends , Like New , Earth Day

Views: 149, Votes: 1, Responses: 0, Attachments: 11
LULU

+31 pts



$LULU - Deutsche says growth tracking ahead of 5-year plan and sees recent underperformance as buying opportunity

By puckerman17 on April 8, 2021, 1:43 p.m.
Tagged topics: buying opportunity , management commentary , MIRROR , Deutsche Bank , buy the dip , athleisure , casualization of apparel , growth ahead of plan

Views: 145, Votes: 1, Responses: 0, Attachments: 4
LULU

+50 pts



$LULU - Deutsche (bull) recommends investors to see past the MIRROR overhang, as fundamentals are strong

By puckerman17 on March 31, 2021, 2 p.m.
Tagged topics: buying opportunity , dilutive impact , strong fundamentals , secular growth , MIRROR , Deutsche Bank , athleisure , higher spending

Views: 156, Votes: 3, Responses: 3, Attachments: 3
LULU , NKE , VFC

+30 pts



$LULU - Piper Sandler says sell off of 'stay-at-home' stocks like LULU provides 'compelling entry point', sees favorable long-term growth prospects

By puckerman17 on March 29, 2021, 3:04 p.m.
Tagged topics: buying opportunity , stay-at-home , earnings preview , Piper Sandler , buy the dip , athleisure , casualization of apparel

Views: 151, Votes: 1, Responses: 0, Attachments: 7
LULU

+55 pts



$LULU - Oppenheimer says Lululemon is well-positioned for economic re-opening, recommends buying after recent macro-driven pullback

By puckerman17 on March 26, 2021, 2:19 p.m.
Tagged topics: valuations , buying opportunity , eCommerce , secular growth , Oppenheimer , buy the dip , reopening trade , athleisure

Views: 193, Votes: 4, Responses: 4, Attachments: 13
LULU

+36 pts



$LULU - RBC recommends buying ahead of Q4 earnings, raises estimates expecting sustained category tailwind post pandemic

By puckerman17 on March 25, 2021, 3:57 p.m.
Tagged topics: buying opportunity , athletic apparel , earnings preview , analyst raises estimates , MIRROR , RBC , athleisure

Views: 169, Votes: 1, Responses: 1, Attachments: 5
LULU

+38 pts



$LULU - Telsey sees potential for even greater growth as the economy recovers

By puckerman17 on March 24, 2021, 1:18 p.m.
Tagged topics: athletic apparel , eCommerce , post-COVID , earnings preview , pandemic spending , MIRROR , economic recovery , Telsey , athleisure

Views: 178, Votes: 2, Responses: 1, Attachments: 3
LULU

+41 pts



$LULU - JP Morgan sees further upside following the raised Q4 guidance, says Q4 SSS historically outpaced preannouncement guidance

By puckerman17 on Jan. 11, 2021, 1:43 p.m.
Tagged topics: analyst checks , conservative guidance , JP Morgan , preannouncement

Views: 158, Votes: 1, Responses: 1, Attachments: 2
TJX , TPR , CPRI , BURL , ROST , ULTA , FL , DKS , LB , GPS , LULU , AEO , PLCE , JWN , RH , URBN , WSM , EYE , Retail

+38 pts



Barclays says 2021 will be a year of retail earnings beats, with a return to brick-and-mortar sales growth coupled with lean inventory

By phenphen on Jan. 7, 2021, 4:05 p.m.
Tagged topics: analyst checks , 2021 predictions , Barclays

Views: 132, Votes: 2, Responses: 0, Attachments: 148