May. 15 at 1:49 AM
$LULU price is back to 2018 around
$120, LULU generated about
$2.6–
$2.7B of revenue in 2018 vs
$11.4 estimated 2026. Net Cash (net of debt) was
$800M vs
$1.8B today. Revenue growth was 13% YOY in 2018 vs 3%-5% now. 4x revenue growth in 2018 vs today but 5x sales and more
$1B more in cash. Seems like a bottom is near.