Analysis: VF Corp could make a play for Lululemon

|About: Lululemon Athletica Inc. (LULU)|By:, SA News Editor

A little bit of speculation from ISI Group is going a long way for Lululemon (LULU +2.1%) today.

Analyst Omar Saad thinks VF Corp (VFC +1.1%) could make a run at the yoga clothing seller to give it an entry into the athletic apparel segment.

Saad thinks a Lululemon purchase at $50 per share (11% premium) could increase VFC's EPS by about $1.05 in the future.