Calls
1
u/abolys
Reddit r/ValueInvesting
Win Rate
0.0%
return
-4.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 25
$127.18
-4.7%
North America sales are flattening due to tariffs, but international revenue is growing at 20%, driving ~10% total revenue growth through 2027. The market is overly focused on proxy/board drama, creating a mispricing opportunity as LULU’s international expansion is underappreciated. LULU is undervalued relative to its long-term growth potential from international markets; a 2-year hold captures the inflection point when international overtakes NA. Tariffs worsen, international growth slows, or proxy fight leads to disruptive strategic changes; recession could hit consumer discretionary spending.
North America sales are flattening due to tariffs, but international revenue is growing at 20%, driving ~10% total revenue growth through 2027. The market is overly focused on proxy/board drama, creating a mispricing opportunity as LULU’s international expansion is underappreciated. LULU is undervalued relative to its long-term growth potential from international markets; a 2-year hold captures the inflection point when international overtakes NA. Tariffs worsen, international growth slows, or proxy fight leads to disruptive strategic changes; recession could hit consumer discretionary spending.
Retail & Mobility
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u/abolys has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: LULU.
