Andrew Padoa CSb(SA)’s Post

Lululemon stock jumps as international growth helps to offset slowing U.S. sales by Lululemon has been in a bit of a rough spot after the departure of its longtime chief product office Sun Choe.

Interesting interview on CNBC with CEO from Lululemon. About 5 years ago I was in a stock picking contest. Based on stock metrics and I also included business position and strategy in my evaluation. I picked LULU and the stock was below $200/share probably even below $150? Anyway it has more than doubled. I think the stock that was voted the "winner" was UA. Granted most of the participants were not very experienced in stock trading or business performance. Check out UA's stock performance... The CEO, Calvin McDonald, talks about so many important points. Even if you are in a B2B business this is worth listening to. This CEO has had the goal of doubling the biz, and they have done that twice I believe, and will hit that again this year or next. McDonald started as CEO in 2018. His compensation is almost 93% bonus based. He talks about -doubling the business -they are a test and learn business (sorta sounds like agile) -they are a growth business -brand awareness (aided vs unaided) -high conversion rates -goal of 15% CAGR and hitting 19%CAGR It is pretty interesting. Let me know if you watch and what you think. #LULU #BusinessGrowth #StockPerformance #BeckyAmble #FutureFocus Future Focus

Lululemon soars 16% after strong Q3 results! $2.4B revenue, EPS beats at $2.87, and 2024 guidance raised. Global growth offsets North American challenges. Can this momentum continue? #Lululemon #Q3Result #NASDAQ #USMarket #Investing https://lnkd.in/g2TJsBw5

There’s no debate here on whether Lululemon is a good business. But investing is about what you get and what you pay for it. With the recent slowdown at Lululemon, the high valuation multiple suffered a nasty unwind. Is this the opportunity for investors to jump in at a better price point, or is caution still needed? Premium subscribers, tune in to hear what Mohammed Yaseen Nalla, CFA and The Finance Ghost think about it in our latest show: https://lnkd.in/dJGsE_dX

$LULU Beats across the board for Lululemon's third quarter with revenues (+1.7% beat), operating income (+5.4% beat), and EPS (+5.5% beat) all coming in ahead of consensus expectations. • Company revenue +9% - Americas revenue +2% - International revenue +33%

Lululemon stock jumps as international growth helps to offset slowing U.S. sales https://ift.tt/3yotpnG Lululemon has been in a bit of a rough spot after the departure of its longtime chief product office Sun Choe. via Business News https://ift.tt/BNXl4vr December 06, 2024 at 02:58AM

Lululemon still growing amid a massively competitive category (that they created). Pretty amazing stats and spinning off cash - $2B edit - $2B cash - market cap at 5x revenue As retail / cpg operators and owners, this is something we can all aspire to. #lululemon #retail #apparel #ecommerce

Only Put Off Until Tomorrow What You Are Willing to Die Having Left Undone Despite Lululemon struggling to keep up with the broader market over the past year, Wall Street analysts remain moderately optimistic about the stock's outlook. 🔥 Don't Miss Out on the Potential Upside! Act Now and Grow Your HSA Account! 🔥 Inspirational Tone: Seize the Opportunity to Invest in Lululemon and Boost Your Health Savings Account! Summary: Lululemon, a popular athleisure brand, has faced some challenges in the past year. However, Wall Street analysts continue to see potential for growth in the stock. As an investor looking to maximize your Health Savings Account (HSA), now is the time to consider adding Lululemon to your portfolio. By investing in this renowned company, you can benefit from its potential to bounce back and generate significant returns. With the ever-increasing importance of health and wellness, Lululemon is well-positioned to capitalize on the growing demand for activewear and athleisure products. By leveraging its strong brand and loyal customer base, the company has the potential to regain momentum and deliver impressive financial results. Investing in Lululemon not only offers the opportunity for financial gains but also aligns with the values of promoting a healthy lifestyle. By supporting a company that values well-being, you can feel confident that your investments are contributing positively to personal and societal wellness. Take action now to ensure you don't miss out on the potential upside Lululemon has to offer. By investing in this forward-thinking company, you are not only enhancing your financial future but also creating a positive impact on your health and the well-being of your family. #HSA #Investing #Healthcare #Health #Family #Wellness 💪💰📈🌟

🚀 lululemon’s Evolution: From Rapid Growth to Strategic Stabilization 🚀 In my latest blog post, I delve into lululemon’s financial journey, comparing their remarkable growth from Q1 2022 to a more strategic pace in Q1 2024. 📈 Key Highlights: 2022 vs. 2024 Growth: While lululemon’s American revenue skyrocketed by 32% in Q1 2022, it slowed to just 2% in Q1 2024. This shift highlights the brand's transition from explosive growth to navigating a more mature market. Post-Pandemic Dynamics: The dramatic changes in consumer behavior during and post-pandemic have shaped Lululemon’s performance and strategic focus. Global and Digital Expansion: Despite slower growth in North America, lululemon’s international and digital sales continue to drive its success, reflecting a robust diversification strategy. Operational Efficiency: With a steady approach to inventory and store management, Lululemon balances expansion with operational optimization. Discover how lululemon adapts to evolving market dynamics and continues to lead in the active lifestyle segment. 🌍🏃♂️ 📖 Read more on how lululemon is navigating the new normal: [https://lnkd.in/g-3s6-GW]

Another week, another #KN_Market_Rear_View: With recent concerns about inflation, the consumer discretionary sector saw a huge hit, with Nike and Lululemon being the biggest losers. South Korea is experiencing the biggest K-drama of the year. What is going to happen? What should we do? Winter is back!! No, it's not winter; it's inflation that is hitting some economies in the face, including the US… #KaxaNuk #KNResearch Read more in: https://lnkd.in/e6sK8Cmx