LULU at 9x PE

=== SUMMARY === - Post argues LULU is undervalued at ~9x PE despite US growth and brand concerns. - Author highlights strong international comps: China +20%, ROW +10%, with intl ~30% of revenue. - Sees potential catalyst in new Nike-hired CEO and repositioning vs Alo/Vuori. - Quality assessment: Reasonable value-investing thesis with supporting data, but somewhat speculative on turnaround. === SENTIMENT === BULLISH === TRADE IDEAS === LULU - LONG | confidence: 0.72 | sentiment: +0.70 Speaker: u/investorinvestor Thesis: 1. THE FACT: LULU trades at ~9x PE while international markets grow double-digits. 2. THE BRIDGE: Market is pricing US weakness as permanent, ignoring 30% high-growth revenue mix and possible CEO catalyst. 3. THE VERDICT: Valuation offers asymmetric upside if brand concerns ease or intl momentum continues. 4. RISKS: US brand erosion accelerates, new CEO fails, Alo/Vuori keep taking share. Timeframe: medium-term Key Points: - LULU at ~9x PE, near Gap/UA levels - China comps +20%, ROW +10% growth - Intl segment = ~30% of total revenue - New Nike-hired CEO could be catalyst - Main risk: US brand erosion persists