Nick Dannewitz’s Post

🚀 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

Unlock the insider secrets of Lululemon's share value with our latest video! Discover what's driving strong revenue, EBITDA and cash flow growth towards a future $1,000 share price. 📈💰 #LululemonReview #InvestmentTips" https://lnkd.in/giP9S-aN

There’s no debate here on whether Lululemon is a good business. But investing is about what you get and what you pay for it. With the recent slowdown at Lululemon, the high valuation multiple suffered a nasty unwind. Is this the opportunity for investors to jump in at a better price point, or is caution still needed? Premium subscribers, tune in to hear what Mohammed Yaseen Nalla, CFA and The Finance Ghost think about it in our latest show: https://lnkd.in/dJGsE_dX

📉 Lululemon is down almost 45% from its all-time highs reached in December 2023! 📉 There's a lot of pessimism swirling around this amazing compounder, which has delivered phenomenal returns to shareholders since inception. So, what's been happening? 🤔 => Sudden departure of its Chief Product Officer 🚪 => Softness in the U.S. market 🇺🇸 => Increased spending to grow brand awareness 💸 These factors have all contributed to lower-than-expected Q1 2024 guidance. The market hates lower guidance and uncertainty, which explains why this company has taken a hit. But here's the kicker! 🎯 Management is still guiding for double-digit growth for the full year—between 11-12%—with the bottom line expected to grow 10-11% y-o-y. These are impressive metrics! So, what should we do now? 🤔 I've been eyeing this stock for a while! My intrinsic value calculation (always using very conservative estimates) gives me a target price range between $200 and $250 per share. This means the stock would need to drop another 15% to hit my buy level. I would love to own this company. But only for the right price! Patience is key! ⏳ Will it ever get there? Only time will tell, but I'm ready to find out! #Investing #Stocks #Lululemon #MarketTrends #StockMarket #InvestmentStrategy #ValueInvesting #Patience #Finance

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

In its most recent quarter, Lululemon’s #sales growth tempered to just  10%. Since 2004 it had averaged more than 30%. Lululemon investors aren’t accustomed to that kind of cooldown, and it has weighed on the stock, which was the worst performing in the entire S&P 500 in the last week of May. At the time of writing it’s down nearly 40% for the year (currently making it the 3rd worst performer in the S&P 500). 

The company’s results last week had some positives, but investors can’t seem to look past two things: 1. A serious slowdown in North America, the company’s biggest market (~80% of sales). 2. The departure of its Chief Product Officer who has been credited with driving product innovation since 2018. [email protected] 818-914-9271 #tradecreditinsurance

Hello, Community! How many of you know Lululemon? Lulu’s success comes from their first-mover advantage in the athleisure market, having created a new category, where you can wear your training apparel everywhere! 📉 The stock is down almost 45% from its all-time highs reached in December 2023! 📉 There's a lot of pessimism swirling around this amazing compounder, which has delivered phenomenal returns to shareholders since inception. So, what's been happening? 🤔 => Sudden departure of its Chief Product Officer 🚪 => Softness in the U.S. market 🇺🇸 => Increased spending to grow brand awareness 💸 These factors have all contributed to lower-than-expected Q1 2024 guidance. The market hates lower guidance and uncertainty, which explains why this company has taken a hit. But here's the kicker! 🎯 Management is still guiding for double-digit growth for the full year—between 11-12%—with the bottom line expected to grow 10-11% y-o-y. These are impressive metrics! So, what should we do now? 🤔 I've been eyeing this stock for a while! My intrinsic value calculation (always using very conservative estimates) gives me a target price range between $200 and $250 per share. This means the stock would need to drop another 15% to hit my buy level. I would love to own this company. But only for the right price! Patience is key! ⏳ Will it ever get there? Only time will tell, but I'm ready to find out! #Investing #Stocks #Lululemon #MarketTrends #StockMarket #InvestmentStrategy #ValueInvesting #Patience #Finance

Is Lululemon in a Downward Dog? Today Lululemon announced the exit of its Chief Product Officer worrying investors that consumers aren't connecting with its core offerings as well. Share prices have now retreated to lowest levels in over a year. For years when revenue from Lululemon was growing 25-30% our systems tracked no growth in email campaigns. Recently as consumer preferences maybe shifting away from tight yoga pants and growth has slowed, the Random Walk Promotional Ensemble has captured a rise in our significant discount index. This has been driven by 'stealth' campaigns unseen by the Street as they have been emailed just to specific cohorts like "25% off for the military" , or "first responders get 25% off up to 15 items".   We have been fortunate to help warn our investor partners of this increase in discount intensity. Over the past few quarters, with less growth, Lululemon has resorted to sending their leads more and more emails to generate clicks to the e-commerce platform. #lululemon #altdata #promotions

🚀 lululemon’s Evolution: From Rapid Growth to Strategic Stabilization 🚀 In my latest blog post, I delve into lululemon’s financial journey, comparing their remarkable growth from Q1 2022 to a more strategic pace in Q1 2024. 📈 Key Highlights: 2022 vs. 2024 Growth: While lululemon’s American revenue skyrocketed by 32% in Q1 2022, it slowed to just 2% in Q1 2024. This shift highlights the brand's transition from explosive growth to navigating a more mature market. Post-Pandemic Dynamics: The dramatic changes in consumer behavior during and post-pandemic have shaped Lululemon’s performance and strategic focus. Global and Digital Expansion: Despite slower growth in North America, lululemon’s international and digital sales continue to drive its success, reflecting a robust diversification strategy. Operational Efficiency: With a steady approach to inventory and store management, Lululemon balances expansion with operational optimization. Discover how lululemon adapts to evolving market dynamics and continues to lead in the active lifestyle segment. 🌍🏃♂️ 📖 Read more on how lululemon is navigating the new normal: [https://lnkd.in/g-3s6-GW]

🧘♂️📈 Is Lululemon the next Under Armour, or is it in a league of its own? Ioannis Moumtsakis shared a tremendous analysis on LULU's growth, brand power, and future prospects. The question we all wonder ➡ can Lululemon sustain its premium edge amidst rising competition? Read the full insights: see link in comment #Lululemon #Investmentstrategy #Investing #Stockanalysis #Financialmarkets