Gregory Robin’s Post

Great post by Neil Saunders- who is someone you all should follow! The insight is spot on, well focused with the all important word…..‘samey ’ !! It is tough to walk into a men’s section at LuLuLemon and feel anything is new or that really speaks technical function you must have- yes the apparel is always very well finished and well made ( their shoes-not so much) but it does not evolve and along with the growing movement to more casual apparel on hangers, ( go to a LLL outlet and see the amount of lifestyle products on the over stuffed racks) it’s tough to find sports specific products-the female line is always well rounded stylistically but it seems it has has become simply a colour evolution story, rather than a new style-new material offering!! There are hi-lights-Golf/Tennis/ Tights, but for such a scale of business still narrow in sport offerings! As Neil mentioned with okay growth numbers in a tough market, it’s an amazing retailer and with knowledgeable, committed teams in store- but it’s gotta be about the ‘Product’. As Nike’s woes show-get off the innovation highway and things can start to wobble!! I think the brands leaders have to start to focus on offering technical, functional, aesthetically unique product, and get serious about the technical ‘chops’ of their footwear offerings! Neil Saunders , great article #lululemon #technicalproducts #supercritical #productdevelopment #productcentric

Lululemon delivered solid results this quarter. They also delivered a dose of relief in that the deceleration in growth that has taken hold for the past 3 quarters has been reversed. Some of the swing back from a weaker second quarter is due to corrections made to the women’s assortment. In the last period this fell flat as it lacked sufficient newness. Sizing options were also off, which resulted in missed purchases. From our channel checks, these issues have largely been corrected. Lululemon deserves praise for the quick course correction which underlines that it is a merchant-led organization. All that said, softness remains in the Americas where sales grew by a shallow 2% on an overall basis, while comparables declined by 2%. The overall growth is admittedly better than last quarter’s 1% uplift – which reflects the stronger assortment – but it remains anemic and continues to raise the question as to whether Lululemon is starting to bump up against a ceiling. There is much more competition in the US market and our data show that even relatively loyal Lululemon consumers are shopping around more widely. This problem isn’t going to disappear over time, if anything it is going to intensify. Lululemon gets a pass on the slowdown in the Americas because its international business is still firmly in expansion mode. This quarter international revenue increased by a stellar 33% in overall terms and by 25% on a comparable basis. I chatted with CNBC and Bloomberg about the latest results. Links in comments. #retail #retailnews #athleisure #sports #trading lululemon

lululemon continues to dominate the athleisure market, expecting revenue growth of 11-12% this fiscal year, fueled by rapid expansion internationally. With an operating margin near 20%, Lululemon stands almost unmatched in the non luxury #apparel space. On top of this, lululemon significantly outperforms its retail peers in terms of valuation. Compared with competitors such as Vuori Alo Yoga, and Athleta, lululemon's digital presence is also impressive. In the U.S., according to data from Similarweb, Lululemon’s DTC site recorded approximately 15.2 million visits, compared to Athleta's 6.6 million visits, and outperforming Vuori's 3.2 million and Alo's 3.6 million visits. Globally, the trend continues with Lululemon at around 22.5 million visits, leading Athleta (6.9 million), Vuori (3.3 million) and Alo with 4.6 million visits respectively. These metrics underscore Lululemon's strong market position and digital engagement, highlighting its continued leadership in the athleisure market. The company beat Wall Street’s earnings estimates, but only narrowly topped revenue expectations. Lululemon’s full fiscal-year guidance suggests the company is betting conditions will improve in the second half of the year. This optimism reflects Lululemon's confidence in its strategic initiatives and market positioning. Furthermore, Lululemon’s focus on innovation and community engagement plays a crucial role in its success. The brand’s strategic initiatives, such as introducing new product lines and leveraging digital channels to enhance customer experiences, have created a loyal customer base. By continuously evolving to meet consumer demands and staying ahead of market trends, Lululemon not only maintains its competitive edge but also sets a benchmark for others in the industry. #LITrendingTopics #retail #earnings

Hey, everyone! Do you know a company called Lululemon? 🤔 At AllHumanInvest we truly love this company! 🚀 Will Lululemon ever reach our buy zone range? 🧘♂️ Lululemon has been a consistent star on our watchlist, embodying excellence in the realm of high-quality, yoga-inspired activewear. 🌟 For those unfamiliar, this company goes beyond clothing; it promotes active lifestyles and community engagement through versatile apparel. With pristine financials and a track record of impressive returns since its IPO, Lululemon stands out in the market. 💼 But here's the dilemma: the price! Despite a notable pullback of nearly 35% from its highs, the stock is still trading at a P/FCF of 26, yielding less than 4%. 📉 This poses a challenge, especially when contrasting it with the 10-year treasury yield of 4.6%. Our ideal buy zone? Somewhere between the $200 and £230 range. 💰 As the market experiences fluctuations, there's speculation that further downturns could potentially drive the stock even lower, especially if the company reports weaker-than-expected earnings. 📉 So, the question lingers: Will we ever get the opportunity to buy shares within our desired range? 🤔 We'd love to hear your thoughts and insights! Share your perspectives below. 👇 #Investing #Stocks #Lululemon #MarketAnalysis #stockmarket

$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 (NYSE:LULU) Posts Strong Q1 Results, Driven by International Momentum Lululemon posted a strong first business quarter underpinned by growth across international markets despite the challenging macroeconomic context and, more recently, lessening demand for athleisurewear in general. The company’s revenue increased by 10% year-over-year to $2.2 billion in the quarter ended April 28, which is in line with analysts' projections. However, Lululemon reported adjusted earnings of $2.54 a share, above analysts' expectations of $2.40. Top-line growth was driven by a 35% revenue increase from international markets, which also posted a 25% increase in comparable sales. By region, revenues in China rose nearly 50%, while America’s sales grew by 3%. For Q2, Lululemon expects net revenue to be around $2.4 billion to $2.42 billion, representing a 9-10% growth. The company reiterated its strategic growth plan from 2021, the Power of Three ×2 growth plan, which outlines doubling the business from 2021 net revenue of $6.25 billion to $12.5 billion by 2026. The strategy also rests on doubling men's and e-commerce and quadrupling international net revenue relative to 2021. The stock jumped 10% in after-hour sales trading on the announcement of results on Wednesday. #CXG #CX #customerexperiencegroup #customerexperience #lululemon #financialresults #luxury #luxurybrands #athleisure

🚀 Will Lululemon ever reach my buy zone range? 🧘♂️ Lululemon has been a consistent star on my watchlist, embodying excellence in the realm of high-quality, yoga-inspired activewear. 🌟 For those unfamiliar, this company goes beyond clothing; it promotes active lifestyles and community engagement through versatile apparel. With pristine financials and a track record of impressive returns since its IPO, Lululemon stands out in the market. 💼 But here's the dilemma: the price! Despite a notable pullback of nearly 35% from its highs, the stock is still trading at a P/FCF of 26, yielding less than 4%. 📉 This poses a challenge, especially when contrasting it with the 10-year treasury yield of 4.6%. My ideal buy zone? Somewhere between the $200 and £230 range. 💰 As the market experiences fluctuations, there's speculation that further downturns could potentially drive the stock even lower, especially if the company reports weaker-than-expected earnings. 📉 So, the question lingers: Will I ever get the opportunity to buy shares within my desired range? 🤔 I'd love to hear your thoughts and insights! Share your perspectives below. 👇 #Investing #Stocks #Lululemon #MarketAnalysis #stockmarket

Recently, I've been conducting comprehensive research on Lululemon. I've learned how Lululemon differentiates themselves from competitors, what their growth initiatives are, and I've also added my own projections on the trajectory of their stock. See the deck below if you're interested! #EquityResearch #Lululemon

It seems like everyone around me is wearing Lululemon, yet it remains one of the worst-performing stocks in the S&P 500! Why? → 𝐒𝐥𝐨𝐰 𝐆𝐫𝐨𝐰𝐭𝐡 𝐢𝐧 𝐂𝐨𝐫𝐞 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 (𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚) Lululemon's sales growth in North America has slowed, especially in its women's apparel line, which has traditionally been a strong segment. → 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 𝐂𝐮𝐭𝐬 𝐚𝐧𝐝 𝐌𝐢𝐬𝐬𝐞𝐝 𝐄𝐱𝐩𝐞𝐜𝐭𝐚𝐭𝐢𝐨𝐧𝐬 Lululemon missed sales expectations and cut its full-year revenue guidance, raising concerns about its growth prospects. → 𝐏𝐫𝐨𝐝𝐮𝐜𝐭 𝐌𝐢𝐬𝐬𝐭𝐞𝐩𝐬 The company faced product issues with new launches, leading to customer dissatisfaction and damaging investor confidence in its innovation. → 𝐈𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐝 𝐂𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧 Rising competition from brands like Alo Yoga and Vuori has made it harder for Lululemon to maintain market dominance. _ _ _ _ _ _ _ _ _ → For the upcoming quarter, the analysts maintained the estimate of 60% growth, adding 300 basis points to total sales growth compared to the second quarter. → China plays a crucial role in Lululemon's growth. China sales increased by 48% in August and 67% in September, with a 98.4% correlation to reported sales. This marks a significant rebound from the second quarter. #Lululemon #StockMarket #FinanceInsights #MarketTrends #NYCStyle #Investing #RetailStocks #MarketPerformance #FinanceNews

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.