seekingalpha.com
Lululemon: Risks Largely Priced In, But Potential Reward Needs To Be Recognized
Lululemon (LULU) faces macro, execution, and regulatory headwinds, but current valuation offers compelling risk-reward for patient investors. LULU's 14x forward PE is notably cheap versus peers, despite solid fundamentals and a three-year revenue CAGR that remains attractive. Execution gaps and tariff impacts have weighed on growth, but management is addressing internal issues and expanding aggressively in China.
