Jun. 8 at 4:55 AM
$LULU
Everyone is focused on the guidance cut, but the valuation is getting hard to ignore.
✅ Revenue:
$11.2B
✅ Net Income:
$1.46B
✅ Free Cash Flow:
$1.28B
✅ ROE: 32%
✅ P/E: 9.2
✅ Share count shrinking via buybacks
Stock is down ~66% from highs and trading near levels not seen in years.
Not calling the bottom, but I’m starting to build a watch position and looking at this as a potential multi-year value play.
Anyone else buying fear here? 👀
$NKE $ONON$ANF $AAPL
