Sep. 8 at 3:34 AM
$LULU is one of the most overlooked setups in retail right now.
• 8x PE on a best-in-class brand
• GLP-1 is turning millions into gym-goers — they need gear
• Gen Z is the most fitness-obsessed generation ever
• International (Europe, India, China, LATAM) just getting started
• Clean balance sheet, pricing power, loyal customer base
North America noise is masking a global growth story.
This is a long-term compounder trading at a cyclical trough multiple.