$LULU — FinTwit mentions on Surfaced

$LULU — FinTwit mentions on Surfaced

Recent calls

16 calls

@tig88411109Jun 5, 2026 · 6:44 AM

一个靠看穿泡沫成名的人，竟然看不懂一条瑜伽裤已经不性感了。 $LULU 财报盘后大跌到2018年的历史低点，是大空头Burry的爱股，去年8月高位买入最近据说财报前还all in 一把赌财报这种投资水平，不懂科技半导体和芯片也就算了，毕竟不是工程专业但是客流/单价/转化/同店销售核心指标随便不是脑残的都知道，到店里看看看不懂，什么是“美”？北美大本营谁还穿？年轻人觉得过气，年纪大的还觉得不舒适，我现在一身休闲穿的，有些还是十年前的Lululemon都比现在还有型这种投资者就是一辈子靠08房贷一个事情装x，赢者的诅咒，不好好学习，人没老，脑子先僵化了

@aleabitoredditApr 23, 2026 · 7:21 PM

Just a thought… Maybe don’t hire a $NKE “veteran” to lead the $LULU brand revival? It’s the equivalent of PayPal hiring the former HP CEO. I’m just speechless. https://t.co/GAE7pnx8qJ

@unusual_whalesApr 13, 2026 · 4:29 PM

AG Paxton has launched investigation into Lululemon, $LULU, over the potential presence of toxic "forever chemicals" in activewear.

@kaizen_investorMar 21, 2026 · 2:07 PM

5. $LULU - Sportswear - Industry: Textiles, Apparel and Luxury Goods - Stars: 5 - Fair value: $295 - Economic Moat: Narrow - Equity Style: Mid Value - Uncertainty: High - Potential Upside: 81% https://t.co/hVqGgQnbZt

@alphaticaioMar 17, 2026 · 8:23 PM

$LULU just reported. Here's how we did. THE CALL: Our EPS: $4.82 Actual EPS: $5.01 Difference: +$0.19 Our Revenue: $3.57B Actual Revenue: $3.64B Difference: +$70M Both numbers beat. Beat our estimate. Beat the Street ($4.74). Beat guidance high end ($4.76). The 90.5% lifetime beat rate held — back on track after last quarter's -11% miss. THE MODEL COMPARISON: Street: $4.74 → Actual $5.01 = +$0.27 beat (+5.7%) Alphatica: $4.82 → Actual $5.01 = +$0.19 beat Guidance High: $4.76 → Actual $5.01 = +$0.25 beat We were the closest to the actual number. Street was too low. We called a modest beat and got a strong one. WHAT WE GOT RIGHT: ✅ EPS beat direction — called beat, got beat ✅ Revenue beat direction — called beat on revenue too (we estimated $3.57B, slight miss vs Street's $3.59B, but actual came in above both at $3.64B) ✅ Beat rate thesis: 90.5% lifetime rate held, bounced back from Q3 miss ✅ Quality signal: 5/6 BULLISH confirmed by strong holiday execution ✅ Disclosure signal BULLISH: called "strategic narrative evolution without deterioration" — Q4 results confirmed ✅ Valuation call: 0th percentile on every metric = historically cheapest ever. That floor matters. ✅ Core thesis: "Stock reaction is 100% about FY2026 outlook" THE NUMBERS THAT MATTER: Revenue: $3.64B (+1% YoY reported, +6% ex-53rd week) EPS: $5.01 (-18% YoY — tariffs and margin compression) Comparable Sales: +3% (+2% constant dollar) Americas Comps: -1% (still negative) International Comps: +20% (+16% constant dollar) China Mainland: +24% revenue (+30% comps) Gross Margin: 54.9% (down 550bps YoY) Operating Margin: 22.3% (down 660bps YoY) The international story is incredible. China +30% comps. But Americas at -1% comps is the problem that won't go away. And 550bps of gross margin compression is brutal — tariffs are real. FY2026 GUIDANCE: Q1 FY2026: Revenue $2.40B-$2.43B, EPS $1.63-$1.68 Full Year: Revenue $11.35B-$11.50B (+2-4%), EPS $12.10-$12.30 Street had FY2026 EPS at ~$13.04. LULU just guided $12.10-$12.30. That's 6-8% below Street expectations on forward earnings. The beat doesn't matter when the guide is this far below consensus. We said: "Beat + constructive FY2026 guide = +8-12%. In-line + cautious guide = -2-5%." FY2026 EPS guide came in well below Street. This falls between our cautious and weak scenarios. ALSO: Chip Bergh (former Levi's CEO) appointed to the Board. CEO search still ongoing. Inventories up 18% (6% on a unit basis). $1.8B cash on hand. THE TAKEAWAY: LULU beat everything on Q4. Holiday quarter delivered. International is on fire. Beat rate back to form. But FY2026 guidance tells the real story: $12.10-$12.30 EPS vs Street's $13.04. Americas comps still negative. Gross margins compressing. Tariff headwinds accelerating. At 0th percentile valuations, the bad news is largely priced in. But "largely" and "fully" aren't the same thing. Beat the quarter. Missed on the outlook. The pattern continues. Not Investment Advice. $SPY #LULUEarnings #lululemon

@kaizen_investorMar 17, 2026 · 8:13 PM

$LULU beat headline expectations, but the 3% stock drop tells the real story. Under the surface, their core engine is sputtering. While international sales are booming, the crucial North American market actually shrank 4% this quarter. To keep sales moving, they sacrificed profitability, gross margins took a massive 5.5% hit. Worse, unsold inventory jumped 18%, which typically forces future discounts. Combine this with a surprisingly weak growth forecast of just 2-4% for next year and the ongoing lack of a permanent CEO, and the market is understandably spooked. The double beat looks nice on paper, but the business foundation is showing cracks.

@girlfriendindexJan 27, 2026 · 3:44 AM

$LULU can hire a new CEO, but the real issue isn’t leadership—it’s product. When a brand starts losing loyal consumers, it’s almost always because the product stopped feeling essential. Strategy can’t fix that. Design can. Lululemon needs a product person.

@mrmikeinvestingDec 13, 2025 · 5:13 PM

$LULU remains an obvious buy sitting at the most undervalued position it has ever been… With zero debt, $1.3B in cash on hand, and a new CEO incoming, $LULU remains a strong buy. Renown investors like Michael Burry are loading $LULU. $320+ incoming in 2026. Mark my words… https://t.co/rsV13W9bao

@ftr_investorsDec 12, 2025 · 10:24 AM

$LULU Lululemon CEO Calvin McDonald will step down at the end of January after more than a year of underperformance, following pressure from founder and major shareholder Chip Wilson 🏃🏻‍♀️📉 Do you believe Lululemon can turn things around? 🤔 https://t.co/2nXPgVzYSn

@convertbondDec 6, 2025 · 3:18 PM

Lululemon Athletica $LULU was added to the S&P 500 index effective October 18, 2023. Passive index funds and ETFs tracking the index—such as SPY (State Street's SPDR S&P 500 ETF Trust, with ~$500B AUM at the time), IVV (iShares Core S&P 500 ETF, ~$350B), and VOO (Vanguard S&P 500 ETF, ~$1T)—were required to purchase LULU shares to maintain their market-cap-weighted allocations.

@mrmikeinvestingSep 27, 2025 · 3:30 PM

$LULU has bottomed out here at the most undervalued it’s ever been… With zero debt, $1.3B in cash, 59% Gross Margin, and only a P/E of 12x show $LULU is an easy buy. Congress members and Investors like Michael Burry are loading $LULU. V shape bounce incoming. Mark my words… https://t.co/e8rFg3om88

@mrmikeinvestingSep 24, 2025 · 9:54 PM

$LULU has bottomed out and is about to go on a historical rally… Currently at the most undervalued it has ever been with zero debt, $1.3B in cash, and a 42% ROE, $LULU is an obvious buy. Investors like Michael Burry are loading heavy. V shape to $400+ soon. Don’t miss it… https://t.co/VMTGtvJ1QA

@mrmikeinvestingSep 13, 2025 · 2:54 AM

$LULU is an obvious buy here as it’s at its most undervalued point it has even been. With zero debt, $1.3B in cash on hand, & maintaining a 42% ROE, $LULU is a high conviction buy. Investors like Michael Burry are loading into $LULU. V shape recovery in 2026. Mark my words… https://t.co/iatQDT5x92

@benitozSep 5, 2025 · 2:20 AM

When $lulu was thriving it was true to its core mission with Chip Wilson. I love the brand, its mission, and quality. Don’t know what Calvin McDonald is thinking while Alo is eating their market with the best models and influencers and crappier quality @ChipYVR https://t.co/vkrVzBVvS5

@mrmikeinvestingAug 23, 2025 · 3:24 PM

$LULU is a strong conviction buy here as it remains the most undervalued in 15+ years. With a P/E of 12, +59% Gross Margin, and has over $1.3B+ in cash, $LULU is clearly undervalued. Also renown investors like Michael Burry are loading. $400+ incoming in 2026. Mark my words… https://t.co/w7wJWDCeYj

@mrmikeinvestingAug 18, 2025 · 6:04 PM

$LULU is the most undervalued it has been in 15+ years. With a ROE of 42%, P/E ratio of 13, and over $1.3 billion in cash on hand $LULU is clearly undervalued. Also Michael Burry has slowly been loading $LULU. Strong buy here with a $400 target for next year. Mark my words… https://t.co/ibosTEpRwE