LULULEMON ON SALE? LULU STOCK ANALYSIS

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  • เผยแพร่เมื่อ 4 มิ.ย. 2024
  • Lululemon (LULU stock) is down 15% following their latest earnings update. Is LULU finally on sale? Management is guiding to continued low teens growth, and market share gains. Is 29x forward earnings too rich for a brand that's clearly winning?
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ความคิดเห็น • 50

  • @out4fun580
    @out4fun580 2 หลายเดือนก่อน +22

    Lululemon clothes are extremely underrated for men. It’s comfortable, fits well and high quality, especially their pants and shirts and hoodies.

    • @unrivaled
      @unrivaled  2 หลายเดือนก่อน

      Interesting! Thanks for sharing.

    • @dfox3526
      @dfox3526 หลายเดือนก่อน +3

      I SO agree with this! I tell my buddies not to go in there because once you do it’s all over. I buy a lot of clothes from Lululemon. Their clothes are fantastic, fit great, and are very comfortable. The problem is you need a second job to afford it all.

  • @fakealias
    @fakealias 2 หลายเดือนก่อน +13

    My wife once thought Lululemon was too expensive but she saw massive lines at the mall there. She went in to try on the clothes for fun and ended up falling in love with them not caring how expensive it was. It was a must have for her. I felt the material and saw how it fits and immediately understood the hype. I thought about how Peter Lynch talked about a story of a wife talking about pantihose that ended up being an insane grower simply because it was a great product. Still watching it and may start a position.

    • @Colin-jm8sk
      @Colin-jm8sk 2 หลายเดือนก่อน

      Love a subjective story on a proper stock analysis, really adds to the thesis...

  • @wucool33
    @wucool33 หลายเดือนก่อน +2

    China is beginning to love Lululemon. I'd expect hyper growth in that area. Ancedotally, I have mid to high earner friends in China starting to buy a lot of LULU clothing. I'm hoping the stock will keep droping to near 300, but I may open a teser position now. I'm also surprised you didn't talk about their share buyback. It seems like they have decreased their share count over the years. Isn't that exactly what long term investors like to see?

  • @Kathleendinges
    @Kathleendinges 2 หลายเดือนก่อน +65

    From my observation and historical market pattern, there might be a bit of turbulence in the market coming up, but here's the deal: Trying to guess what's going to happen next is less important than spreading your bets when trading and thinking long term. It's not about guessing the market's next move; it's about playing it smart and steady...managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    • @Kathleendinges
      @Kathleendinges 2 หลายเดือนก่อน

      She's often interacts on Telegrams, using the user-name.

    • @Kathleendinges
      @Kathleendinges 2 หลายเดือนก่อน

      @Lindawilburn

    • @22AaronM
      @22AaronM 2 หลายเดือนก่อน

      I appreciate the professionalism and dedication of the team behind Linda’s trade signal service.

    • @79Bettygoff
      @79Bettygoff 2 หลายเดือนก่อน

      Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary.

    • @LovingLife20
      @LovingLife20 2 หลายเดือนก่อน

      Linda Wilburn strategy has normalized winning trades for me and it’s a huge milestone for me looking back to how it all started.

  • @talu1999
    @talu1999 2 หลายเดือนก่อน +3

    Any opinion on Aritizia?

  • @sadino10
    @sadino10 2 หลายเดือนก่อน

    Great video! What do your think about On Holding?

  • @JuanBattaglia45
    @JuanBattaglia45 2 หลายเดือนก่อน +1

    I love that formula. We MUST be extremely strict and demanding when buying business. That way, we are more restricted to buying (and also to selling our existing positions). The system itself allows us to have a ver low turnaround.

  • @chrise3859
    @chrise3859 หลายเดือนก่อน

    Love Lulu clothes as a male, the material quality and feel is unrivaled across the industry. If you are looking for organic materials, Lulu falls short, but what they can do with non organic materials, its incredible and ive never seen a competitor make a comparable product.

  • @ameyagokhale4388
    @ameyagokhale4388 2 หลายเดือนก่อน

    Love your videos mate! Perfect long term investor channel! Thank you for making such detailed videos!

  • @jordanthomas883
    @jordanthomas883 2 หลายเดือนก่อน +3

    Can you do Olo again at this price

  • @askartop2628
    @askartop2628 2 หลายเดือนก่อน

    how is $baba?

  • @mattanonysaurousrex
    @mattanonysaurousrex 2 หลายเดือนก่อน

    I think to invest in retail like this it's important to understand the social trends regarding its brand and competing brands.

  • @out4fun580
    @out4fun580 2 หลายเดือนก่อน +4

    Is LULU or NIKE a better buy at current prices?

    • @Willyama
      @Willyama 2 หลายเดือนก่อน +4

      Neither?

    • @jw7268
      @jw7268 2 หลายเดือนก่อน

      Retail will be the first sectors hit after recession is fully realized. Cash in hand is king atm, or bitcoin.

    • @JunYiSummer
      @JunYiSummer หลายเดือนก่อน

      I think yes, I bought both

  • @TheEcaporaso
    @TheEcaporaso 2 หลายเดือนก่อน +2

    "Of course, as a man in the United States, I can appreciate the attire..." ;D

    • @unrivaled
      @unrivaled  2 หลายเดือนก่อน +1

      It's true!! 😀

  • @user-fz8yz5wv5r
    @user-fz8yz5wv5r 2 หลายเดือนก่อน

    Thank you

    • @unrivaled
      @unrivaled  2 หลายเดือนก่อน

      Thanks for watching!

  • @idavidmei
    @idavidmei 11 วันที่ผ่านมา

    What are your thoughts now? - it seems like a steal below $300

  • @NolanAntonucci
    @NolanAntonucci 2 หลายเดือนก่อน +2

    My wife gave me a five-pack of Lululemon boxer briefs last year (no way I was buying $25-$30/pair underwear), but now I'm here to say it's 100% a good investment.

  • @martinithechobit
    @martinithechobit 9 วันที่ผ่านมา

    Even better now.

  • @Dlee45
    @Dlee45 2 หลายเดือนก่อน +8

    we all appreciate seeing people wear it! lol

  • @freddiejonesy6168
    @freddiejonesy6168 2 หลายเดือนก่อน +1

    I don't own the stock right now or any of the pants, but I love the butt sticker!

  • @doctor_ohad
    @doctor_ohad 2 หลายเดือนก่อน

    10:45 "I don't need to have this special Lulu sticker at the top of my butt"

  • @mickeybeavison1053
    @mickeybeavison1053 2 หลายเดือนก่อน

    Good video but hard pass on this stock. I’ll check out some more videos cheers

  • @ku9145
    @ku9145 2 หลายเดือนก่อน

    1:58 hahaha

  • @opencase9903
    @opencase9903 หลายเดือนก่อน

    I'm a gym rat and a runner. I bought a pair of Zoo York shorts 10 years ago and a paid or Lulu shorts 5 years ago. The Lulu shorts fit better and were much better looking but ripped at the seam between the legs within 3 years. I paid $60 ish dollars for a pair of shorts less durable than a pair of shorts carried by Ross or JC Penny. Never buying Lulu again.

  • @thealchemistinsearch
    @thealchemistinsearch 15 วันที่ผ่านมา

    do u buy any stocks? lol..

  • @FKAS8410
    @FKAS8410 2 หลายเดือนก่อน

    My main maniel Daniel is on the loose again!!! Also a video on $HITI would make me your happiest subscriber of all time 😎❗❗❗

  • @MrFrescocotone
    @MrFrescocotone 2 หลายเดือนก่อน +1

    Good company but a hold at best at these multiples. Too expensive still

    • @unrivaled
      @unrivaled  2 หลายเดือนก่อน +1

      That's largely my takeaway!

    • @johnhoang4262
      @johnhoang4262 2 หลายเดือนก่อน

      Hey Daniel, can you do a video on STNE after the what happened to the stock price. I remember seeing you hopping on their most recent earnings call, so just curious to hear your take on it.

    • @user-sx9py2kd2r
      @user-sx9py2kd2r หลายเดือนก่อน

      at what multiple would you think it attractive?

  • @sitarang07
    @sitarang07 2 หลายเดือนก่อน

    Unlike their pants the valuation has lot of loose ends…

  • @Walker956
    @Walker956 2 หลายเดือนก่อน +2

    good luck getting men to buy clothes. lol. I never buy clothes unless i really have to. and then i usually wait another year. also never seen anyone wear anything labeled lulu or whatever. you do see adidas and nike all the time though.

    • @theresamorgavi9196
      @theresamorgavi9196 19 วันที่ผ่านมา

      my husband is a multi millionaire and he buys walmart clothes Wth😅 i hear you