u/investorinvestor

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%-0.6%-0.6%
1w1100%-7.0%-7.0%
1m1100%-21.8%-21.8%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$LULUr/ValueInvestingStock Analysisbullish
u/investorinvestor · 78d agono track record yet

LULU at 9x PE

Lululemon trades at 9x PE despite strong 20%+ growth in China and 10% growth in rest of world markets, which comprise 30% of revenue. The incoming Nike-headhunted CEO and potential operational reshaping suggest the market is discounting shares too severely relative to peers like Gap or Under Armour.

At post $128.58Now $99.01-23.0% since postedas of Oct 23, 4:45 PM ET
1d—
3d-0.6%
1w-7.0%
1m-21.8%
3m—
6m—
1y—
original post →

End of results.