Apr. 23 at 3:45 PM
$LULU getting too cheap to ignore?
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If this slide continues, don’t be surprised if buyers step in — and I’m not talking retail. This is starting to screen like a takeover candidate.
Here’s the setup
~10x PE, ~
$1.6B CFFO (TTM), ~
$19B EV… for a premium brand that still has serious pricing power. That’s not broken — that’s discounted.
Key difference vs
$UA: brand hasn’t been destroyed. LULU still owns its lane in premium athleisure, and that kind of equity doesn’t stay cheap forever.
Trader lens:
At these levels, you’ve got asymmetric risk — downside limited by valuation, upside fueled by either multiple expansion or strategic interest (PE, brand aggregators, majors).
If it keeps bleeding, it gets MORE attractive, not less.
This isn’t hype — it’s positioning. Watch closely.
