@kevinxu@commonsenseplay@OptionsBuffett@michaeljburry …don’t hurt them. They don’t need to refinance any debt.
Catalysts could be founder Chip Wilson taking the reins again.
GLP-1’s are also a catalyst. Everyone will want to show off their new hot bodies 💪🏼
$LULU Lululemon to receive over $240,000,000 in tariff refunds. Goes straight to the bottom line.
That alone would move their EPS from $1.69 to $3.69! (119 million shares outstanding, soon to be under 100 million)
@kevinxu@commonsenseplay@OptionsBuffett@michaeljburry
@kevinxu@commonsenseplay@OptionsBuffett@michaeljburry I mean, there earnings weren’t very good, but a 10x P/E is a great value/turnaround play.
They have $0 debt. They don’t issue a dividend but are using around $1.2 billion this year to buyback stock. That alone should move it up and to the right.
Rising interest rates don’t hurt
1. $LULU is a value play. Trading at around 10x P/E. $NKE trading at around 23x P/E.
2. GLP-1 play. Everyone will want to show off their new bodies.
3. They are buying back another $800+ million in stock this year.
@commonsenseplay@ValueInvestorAc@michaeljburry
@geisterbauer@commonsenseplay 1. $LULU is a value play. Trading at around 10x P/E. $NKE trading at around 23x P/E.
2. GLP-1 play. Everyone will want to show off their new bodies.
3. They are buying back another $800+ million in stock this year.
@kevinxu Here is the thesis in 140 characters or less:
GLP-1’s 🔜 lose weight 🔜 buy $LULU 🔜 Look Good Feel Good
Also, can we get some true full ports like this from you again?