LULU Share Price Performance
US$179.49
-187.23 (-51.06%)
13.7% undervalued intrinsic discount
US$208.08
Fair Value
Price US$179.49
AnalystConsensusTarget US$208.08
AnalystLowTarget US$160.00
mschoen25 US$334.88
Fair ValueUS$208.08
Share Pricen/a
lululemon athletica inc. Stock Price
- 5 Narratives written by author
- 5 Comments on narratives written by author
- 515 Fair Values set on narratives written by author
LULU Community Narratives
AN
Fair Value US$208.08 13.7% undervalued intrinsic discount
Renewed Market Caution Will Drive Momentum Shifts Amid Competitive Pressure
4users have liked this narrative
4users have commented on this narrative
189users have followed this narrative
AN
Fair Value US$160 12.2% overvalued intrinsic discount
Flat US Revenues And Tariff Hikes Will Squeeze Margins
0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
MS
Fair Value US$334.88 46.4% undervalued intrinsic discount
Bullish case for Lululemon Athletica (LULU)
2users have liked this narrative
1users have commented on this narrative
22users have followed this narrative
Lululemon (LULU): Undervalued Growth in Premium Athleisure – High ROIC and Strong Cash Flow Support a Compelling Buy Thesis
Key Takeaways Valuation DCF Implied Share Price: $235.56 Assumptions: Wacc: 9.38%, G: 4% , Operating Marging : 23% Current Market Price: $203.90 → Undervalued (~15% upside) Multiple valuation methods (EV/EBITDA, PER, Football Field) suggest a price range between $230–$400 , showing significant upside potential if the bull case plays out. Financial Performance Revenue Growth: Strong historical growth (2019–2024: 21.6% CAGR), with moderated growth forecasted (2024–2029: 6.7% CAGR).Read more
6
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
DS
US$235.5
23.8% undervalued intrinsic discount
DS2invest's Fair Value
Revenue
4.73% p.a.
Profit Margin
16%
Future PE
16x
Price in 2031
US$350.19
Bullish case for Lululemon Athletica (LULU)
Lululemon (LULU) appears to be undervalued based on current analysis. The stock is trading around $281.35, with analysts predicting a consensus price target of $354.94, indicating about a 26% upside potential.Read more
849
users have viewed this narrative2users have liked this narrative
1users have commented on this narrative
22users have followed this narrative
MS
US$334.88
46.4% undervalued intrinsic discount
mschoen25's Fair Value
Revenue
5% p.a.
Profit Margin
14%
Future PE
21x
Price in 2030
US$407.43
E-Commerce And AI Personalization Will Fuel Secular Trends
Key Takeaways Enhanced product innovation, digital expansion, and AI-driven personalization position lululemon to capture greater market share, higher margins, and stronger direct-to-consumer growth. Diversification into men's, accessories, and loyalty-driven customer engagement will fuel revenue growth and increase profitability across various consumer segments.Read more
100
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
US$269.46
33.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
6.85% p.a.
Profit Margin
14.71%
Future PE
18.68x
Price in 2029
US$344.02
Renewed Market Caution Will Drive Momentum Shifts Amid Competitive Pressure
Key Takeaways Revamped product strategy and agile supply chain processes are set to drive revenue growth and boost conversion in core and international markets. Investments in digital, AI, and omnichannel initiatives aim to enhance customer experience and operational efficiency, supporting long-term demand and margin stability.Read more
3.2k
users have viewed this narrative4users have liked this narrative
4users have commented on this narrative
189users have followed this narrative
AN
US$208.08
13.7% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.72% p.a.
Profit Margin
13.87%
Future PE
15.71x
Price in 2029
US$264.39
Flat US Revenues And Tariff Hikes Will Squeeze Margins
Key Takeaways Intensifying market saturation, brand fatigue, and shifting consumer trends threaten lululemon's revenue growth, pricing power, and margin stability. International expansion and cost headwinds, including tariffs and regulatory changes, increase the risk of long-term earnings and revenue stagnation.Read more
175
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
AN
US$160
12.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.05% p.a.
Profit Margin
11.79%
Future PE
15.21x
Price in 2029
US$201.34
Trending Discussion
Recently Updated Narratives
DS
Lululemon (LULU): Undervalued Growth in Premium Athleisure – High ROIC and Strong Cash Flow Support a Compelling Buy Thesis
Fair Value: US$235.5 23.8% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
MS
Bullish case for Lululemon Athletica (LULU)
Fair Value: US$334.88 46.4% undervalued intrinsic discount
22 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
LULU: Proxy Fight And CEO Search Will Shape Next Phase
Fair Value: US$269.46 33.4% undervalued intrinsic discount
8 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
lululemon athletica inc. Key Details
About LULU
- Founded
- 1998
- Employees
- 39000
- CEO
- WebsiteView website
lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China Mainland, Hong Kong, Taiwan, Macau, and internationally. The company offers pants, shorts, tops, and jackets for athletic activities, such as yoga, running, training, and other activities. It also provides fitness-inspired accessories. The company sells its products through company-operated stores; seasonal stores, pop-ups, university campus retailers, and yoga and fitness studios; outlets; Like New, a re-commerce program; and its e-commerce website. lululemon athletica inc. was founded in 1998 and is based in Vancouver, Canada.
