u/Furious_Tuguy

Reddit r/ValueInvesting
· tracked since May 2026
Calls
1
Win Rate
0.0%
return
-10.4%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
LULU Long -10.4%
Most Mentioned
LULU ×1
Recent Calls
LULU Long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -10.4% Long Return -10.4% Short Return -
Average Return
7d -3.0%
30d -2.3%
90d -11.6%
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Ticker
Side
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Call Price
P&L
Thesis
Theme
Source
LULU Lululemo... Lululemon Athletica Inc.
Long
May 01
$135.20
-10.4%
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.
Retail & Mobility
REDDIT
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u/Furious_Tuguy has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: LULU.