u/Helpful_Hat9959 · 14h agono track record yet
Lululemon: Cheap for a Reason?
Lululemon faces structural headwinds from product quality issues, intensifying competition from Alo and Vuori, and shifting consumer preferences away from body-hugging styles that drove 20% legging sales decline in Q2. While new CEO Heidi O'Neill offers some turnaround optionality, current valuation at 16.5x P/FCF doesn't adequately compensate for execution risk and the difficulty of reversing the brand's momentum decline.
At post $99.01Now $99.010.0% since postedas of Oct 23, 4:45 PM ET