u/Furious_Tuguy

Reddit r/ValueInvesting
· tracked since May 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
LULU long -6.8%
Most Mentioned
LULU ×1
Recent Calls
LULU long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -6.8% Long Return -6.8% Short Return -
Average Return
7d -3.0%
30d -2.3%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
LULU Lululemo... Lululemon Athletica Inc.
Long
May 01
$135.20
-6.8%
LULU trades at ~10x P/E with a $16B market cap, historically low multiple for a premium apparel brand. If growth stabilizes or the CEO transition resolves positively, valuation could re-rate to historical average ~20x P/E, offering substantial upside. Deep value play based on mean reversion of earnings multiples; author sees asymmetric risk/reward. Brand irrelevance (noted by top comment), weakening consumer spending, and insider turmoil could further depress earnings and multiple. Proxy battle may distract management.
LULU trades at ~10x P/E with a $16B market cap, historically low multiple for a premium apparel brand. If growth stabilizes or the CEO transition resolves positively, valuation could re-rate to historical average ~20x P/E, offering substantial upside. Deep value play based on mean reversion of earnings multiples; author sees asymmetric risk/reward. Brand irrelevance (noted by top comment), weakening consumer spending, and insider turmoil could further depress earnings and multiple. Proxy battle may distract management.
Consumer
REDDIT
Showing 1 of 1 picks ยท sorted by mentions