Lululemon Athletica (LULU)
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LULU Forum Topics
- All Comments on LULU
- General Discussion on LULU
- Lululemon, J. Crew: Specialty Retail Growth Opportunities [view article]
- 20 Guidelines for the Individual Investor [view article]
- Cash-Rich Non-U.S. Companies Trading in the U.S. [view article]
- Raw Data Report: Apparel [view article]
- Credit Suisse Healthier 15: Investors Get the Skinny on Fat Fighters [view article]
- Tuesday Options Outlook: XLF, MS, VIX, SYY, CCE, LULU, BBY, CQB, XRX, RIMM, ELN, GE [view article]
- Is Lululemon Feeling the Lucy Effect? [view article]
- Lululemon Reduces Guidance; Could Present Buying Opportunity [view article]
- Raw Data Report: Clothing [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Will Someone Please Explain Lululemon's Outrageous Valuation? [view article]
- Raw Data Report: Clothing Companies [view article]
loading ...Recent LULU Articles
- Lululemon, J. Crew: Specialty Retail Growth Opportunities
- Cash-Rich Non-U.S. Companies Trading in the U.S.
- Raw Data Report: Apparel
- 20 Guidelines for the Individual Investor
- Credit Suisse Healthier 15: Investors Get the Skinny on Fat Fighters
- Tuesday Options Outlook: XLF, MS, VIX, SYY, CCE, LULU, BBY, CQB, XRX, RIMM, ELN, GE
- Lululemon Reduces Guidance; Could Present Buying Opportunity
- Wall Street Breakfast: Must-Know News
- Lululemon Athletica: Earnings Preview
- Raw Data Report: Clothing
- Full List of Articles »
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Jim Cramer's Mad Money Lightning Round Picks, 9/25/07 [view article]
GREAT TO HEAR ABOUT AND KEEP CLOSE WATCH OVER CERTIN STOCK'STHANK YOU Reply
Jim Cramer's Mad Money Lightning Round Picks, 9/25/07 [view article]
GREAT TO HEAR ABOUT AND KEEP CLOSE WATCH OVER CERTIN STOCK'STHANK YOU Reply
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Lululemon Makes Other Hot Clothing IPOs Look Cheap [view article]
Jim Glazen is a pumper dumper, anything this guy pumps is destined for the garbage bin, Jim is a pile of junk. ReplyLululemon Makes Other Hot Clothing IPOs Look Cheap [view article]
Fundamentals don't matter as much as psychology for Lululemon at this point. The 25% comps and "beating the street" earnings estimates will be enough to continue to propel the stock higher. The higher it goes, the more shorts it attracts and the more is continues to inexplicably power higher.It will eventually crash but not before the valuation gets ultra irrational and the stock destroys thousands of short sellers. That's how it always works for hyper growth momo stocks.
Is $4.5 billion market cap reasonable for a piece of junk plastic clog shoe maker?
The stock market is a game of exploiting hopes and dreams. Most companies and their management teams are piles of junk. Reply
Lululemon Makes Other Hot Clothing IPOs Look Cheap [view article]
Jim - you might end up being right but the current price is certainly pricing in optimistic projections (like yours).A few of elements of your projections don't agree with what management is saying themselves:
1. Your 700 Intl plus 300 NA stores = 1000 or 950 more than today. Over 8 years to 2015 thats 119/year. But they are expecting to do 'just' 25 this year and up to 35 next. Their store opening process is fairly time and effort intensive as they put more effort into training staff and becoming active in the local fitness community. How well does that scale? I think its poses some risk now at 25 - 35 stores a year since they have only ever done 14 in a single year before now.
2. They have also said they would go international via JV so not all Int'l expansion would accrue to lulu shareholders.
3. They are targeting a 20% operating margin so after 35% tax that is more like 13% net. So even on 2.5B, your profit is $325. Reply
Lululemon Makes Other Hot Clothing IPOs Look Cheap [view article]
Lulu up 13% today. lmfao!! maybe you ought to change your name to dumbguystocks.com ReplyLululemon Makes Other Hot Clothing IPOs Look Cheap [view article]
Stock is already up another 7% today. Doubters like you thought Google was overvalued at $85 only to sit on the sidelines and lament.700 stores is 12 times as many stores as today, not 100. Since you can't even perform basic math, I won't try to argue my case any further.
Just watch the stock and lament.
Enjoy. Reply
Lululemon Makes Other Hot Clothing IPOs Look Cheap [view article]
That's pretty optimistic math. Last year, LULU generated $7.7 million in profit on $148M in sales, for a 5.2% net margin. Your numbers would require a 16% net margin, not to mention the opening of 100x as many stores as they currently have. How are they going to achieve that margin, given that they are already selling clothes at sky-high prices? And your ridiculously optimistic scenario nets only an 18% annual return - I think there are some better options out there for my money. ReplyLululemon Makes Other Hot Clothing IPOs Look Cheap [view article]
by comparison, I predict Crox will be bankrupt long before 2015. Plastic clog shoes are a fad that will obviously go bust. ReplyLululemon Makes Other Hot Clothing IPOs Look Cheap [view article]
Plug in 700 international stores by 2015 generating $2.5 billion in annual revenue and $400 million in profits. This will be THE woman's athletic apparel manufacturer and retailer.Apply a 17 multiple on 2015 earnings and you get a market cap of $6.8 billion. That's a compounded rate of return on the current stock price of 18%.
Good luck getting in cheaper. I doubt you'll get the opportunity. Reply