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Lululemon Stock Analysis NASDAQ: LULU 

Value Investing with Sven Carlin, Ph.D.
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Lululemon stock NASDAQ: LULU is relatively cheap and definitely cheaper thank NIKE stock for likely a better long term return thanks to international expansion.
My passion is to look for low risk high reward investment opportunities. I apply my accounting skills and investing experience in order to find interesting investment ideas that offer the possibility to lead me towards my financial goals.
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19 июн 2024

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Комментарии : 127   
@absw6129
@absw6129 Месяц назад
My ex asked me to buy her a lot of Lululemon clothes. Told me it was a good purchase. So far, I have not seen any return on that investment
@mafaldamaluka
@mafaldamaluka Месяц назад
😂😂😂
@dredoctor8271
@dredoctor8271 Месяц назад
Dump it while you can
@user-xw3vi4nk2y
@user-xw3vi4nk2y Месяц назад
Only ever buy them lingerie. Never ever clothes.
@algae_rhythms
@algae_rhythms Месяц назад
A lot of that brand on the 2nd hand market
@Value-Investing
@Value-Investing Месяц назад
:-))))
@firstlast-lt6xp
@firstlast-lt6xp Месяц назад
"300 bucks like all the lululemons out there." lol. Keep up the great work; the joke was a nice change of pace.
@Value-Investing
@Value-Investing Месяц назад
:-))))
@andrearusso8145
@andrearusso8145 Месяц назад
Hi Sven! Long time fan here. I just wanted to thank you for all the hard work you put into producing high quality content. I am not sure you realise how much value you create for a lot of us! We are very grateful!
@Value-Investing
@Value-Investing Месяц назад
Wow, thanks!
@johnmcquaid7524
@johnmcquaid7524 Месяц назад
Hilarious yoga advice! I enjoyed the video.
@Value-Investing
@Value-Investing Месяц назад
Glad you enjoyed it!
@tattooedinvestor5015
@tattooedinvestor5015 Месяц назад
Sven, let's get back to value investing. Do Enbridge next. They own irreplaceable infrastructure, dividend almost 8%. Lots of debt, but they made pretty significant acquisitions
@Value-Investing
@Value-Investing Месяц назад
good one!
@garrisonsimon
@garrisonsimon Месяц назад
Great video, Sven! I'd love to see more updates on LULU as time goes on. I am definitely bullish on this one!
@Value-Investing
@Value-Investing Месяц назад
we will see how it goes
@JuanBattaglia45
@JuanBattaglia45 Месяц назад
My formula: Not a fan of clothing companies + Possible (not probable) 'Yoga fad' = I need a deeper margin of safety. I quantify everything; Mr. Graham is in my blood.
@user-xw3vi4nk2y
@user-xw3vi4nk2y Месяц назад
How did Mr Graham get in? Through front door or back door or did he get in from the top deck? 😂😂
@Value-Investing
@Value-Investing Месяц назад
thanks for sharing!
@reflection5057
@reflection5057 Месяц назад
​@@user-xw3vi4nk2y He got through inception 😅
@JuanBattaglia45
@JuanBattaglia45 Месяц назад
@@Value-Investing 💪💪💪
@extramild1
@extramild1 Месяц назад
Thanks, Sven - you stretched to Lulu in the end 🙂
@Value-Investing
@Value-Investing Месяц назад
hahaha
@jin6000
@jin6000 Месяц назад
Appreciate you Sven!
@Value-Investing
@Value-Investing Месяц назад
thanks!
@PARKiE
@PARKiE Месяц назад
Hi Sven, do you have any thoughts on Burberry? Lowest stock price in 14 years with good buyback scheme and dividend (though I can't see that staying at the current level). The debt is a concern but that's why the price is where it is. Cheers :]
@Value-Investing
@Value-Investing Месяц назад
fashion industry, too crazy for me
@lyndonklymchuk7391
@lyndonklymchuk7391 Месяц назад
Waiting for the charlie munger its retail quote! I like it though, every Lulu store is packed with shoppers, great investment at these prices IMO!
@Value-Investing
@Value-Investing Месяц назад
eventually it happens, but that is why you need to move with retail and fashion
@Dieselyk888
@Dieselyk888 Месяц назад
Thanks for Sharing, Sven
@Value-Investing
@Value-Investing Месяц назад
My pleasure!
@markus_bit.
@markus_bit. Месяц назад
Sven, that joke was so bad that it was good again. 😁 Thanks for the analysis!
@Value-Investing
@Value-Investing Месяц назад
:-))))
@trippeuxdesports
@trippeuxdesports Месяц назад
Hello Sven, thanks for the clip. There is also a lot of room to grow on the men side of their business.
@Value-Investing
@Value-Investing Месяц назад
what man?
@trippeuxdesports
@trippeuxdesports Месяц назад
@@Value-Investing You should try their shorts or their dress pants. I strongly recommend haha
@Miro_L
@Miro_L Месяц назад
@@Value-Investing🌈
@alessandrocangini2465
@alessandrocangini2465 Месяц назад
What about VF Corp.? Anyone knows the reasons of this situation? Curiosity. Just because brands are very cool. Thanks
@babyprince84uk
@babyprince84uk Месяц назад
Thanks Sven.great video! If they have to go international to boost their sales. This suggests that the runway will not make this stock a multi bagger. If the sales in the us slowed down because of competition. Then this is even scarier. As the competition may chase them in the international market. I will pass this stock
@Value-Investing
@Value-Investing Месяц назад
thanks for sharing!
@AlonsoLooncho
@AlonsoLooncho 12 дней назад
At 250 and 20 PE I think is a no brainer for the next 5 years. Although there is a potential recession scenario where this could go to 10 PE although extremely unlikely. What do you think Sven ? Potential downside limited ?
@bluecole2
@bluecole2 Месяц назад
Thanks for the analysis Sven. Can I ask you to do an Estee Lauder analysis? It's down to 2017 lows.
@Value-Investing
@Value-Investing Месяц назад
I don't know what crazy boom was that!!!
@shubhamgoyal1547
@shubhamgoyal1547 6 дней назад
looks much better now at 235. Ay thoughts Sven?
@BtotheW
@BtotheW Месяц назад
good day Sven
@Value-Investing
@Value-Investing Месяц назад
Good day!
@kqh123
@kqh123 Месяц назад
I like! 👍
@Value-Investing
@Value-Investing Месяц назад
thanks!
@juanpablobalbuena2650
@juanpablobalbuena2650 Месяц назад
Hi sven, could you analyze the IT sector that has been declining for a year and a half. It would be good to analyze Globant. Thanks
@Value-Investing
@Value-Investing Месяц назад
a hard sector...
@manovmistry6217
@manovmistry6217 Месяц назад
Can you do a stock analysis on lvmh be intresting to see your take on this luxury brand which has taken a big dip in its share price
@davidepattibiomed89
@davidepattibiomed89 Месяц назад
I am shorting MC to under 500eur..
@Value-Investing
@Value-Investing Месяц назад
still too expensive!
@tomliu6358
@tomliu6358 Месяц назад
PE and debt ratio should be mentioned.
@davidepattibiomed89
@davidepattibiomed89 Месяц назад
It's a trendy brand for 40bio market cap. Will go down, easily under 200usd if a recession hits.
@Value-Investing
@Value-Investing Месяц назад
thanks for sharing!
@franciscovales669
@franciscovales669 Месяц назад
Sven, any thoughts on "ONON"?
@Value-Investing
@Value-Investing Месяц назад
don't know :-(
@ramanius
@ramanius Месяц назад
Hello Sven, Could you do review on PDD groth stock?
@Value-Investing
@Value-Investing Месяц назад
that is an interesting one!
@tamanousJP
@tamanousJP Месяц назад
Sven how about Sketchers? The financials look a lot better than Nike or Lulu.
@Value-Investing
@Value-Investing Месяц назад
yes, but still fashion...
@dredoctor8271
@dredoctor8271 Месяц назад
I really dislike the brand and that's the best thing they have, the same is with Nike and with Addidas. You proved me wrong Sven, many times, but I really dislike clothing and brandstores. Innovation and marketing is the most important thing for these type of companys, trying to compete with Nike or Addidas for market share in Europe or Asia, while I also have the option to buy a cheap brandless yoga pants. But I do understand why brandstores had done great. Especially during and shortly after the Corona pandemic, my favorite example is inditex! Its a spanish company, that has big brands for clothing and their stores are located all over world. But I find their clothing to be cheaper than its stock currently.
@Value-Investing
@Value-Investing Месяц назад
thanks for sharing!
@herokorai8346
@herokorai8346 Месяц назад
I agree with your assessment of LULU but love the joke more lol. Not sure how your wife reacted to that? haha.
@Value-Investing
@Value-Investing Месяц назад
:-)))) she laughed!
@tima7116
@tima7116 Месяц назад
Sven, you wear $300 bucks so very well... Haha😂
@Value-Investing
@Value-Investing Месяц назад
:-))))
@RewDowns
@RewDowns 23 дня назад
Maybe you could revisit nike with a 19 PE
@Value-Investing
@Value-Investing 23 дня назад
yes!
@danielreznicek7267
@danielreznicek7267 14 дней назад
@@Value-Investing It went below $250 today, as some influencer and people on forums did not like the new leggins... Too cheap to ignore now?
@BG-mw5pt
@BG-mw5pt Месяц назад
only on financials alone, the probability of the stock giving you 15% return (my target for investing) is 35%. obviously, this is not bad, but it all depends on your appetite for risk. as a value investor, the current price for lululemon is too expensive for me.
@Value-Investing
@Value-Investing Месяц назад
thanks for sharing!
@MaestroCanello
@MaestroCanello Месяц назад
Hi Sven, I'd love if you could deal with the following topic in a future video: in a market driven by a probable tech-bubble, and in which however there are also several stocks that are in their 52-week low, what effect would have a possible correction of tech stocks on share prices in other sectors, or do you think there would be no contagion effect? Thank you.
@Value-Investing
@Value-Investing Месяц назад
if the market goes down, everything goes down
@MaestroCanello
@MaestroCanello Месяц назад
@@Value-Investing Then, we're doomed! Better save some cash for what's coming I guess
@jirojiro1029
@jirojiro1029 Месяц назад
The risk reward is compelling at this low $300 range
@Value-Investing
@Value-Investing Месяц назад
thanks for sharing!
@leonkowski7748
@leonkowski7748 Месяц назад
I worry about clothing and fashion. It seems to change so quickly. It won’t be long before someone else makes the same comfortable tights for less that a celebrity is wearing. I mean in what who would have thought chunky New Balance shoes would become a fashion craze? I’m lost
@oleonard7319
@oleonard7319 Месяц назад
you can't invest in new balance
@leonkowski7748
@leonkowski7748 Месяц назад
I’m glad you checked. I wouldn’t…
@Value-Investing
@Value-Investing Месяц назад
that is the environment, something like pharma
@Miro_L
@Miro_L Месяц назад
Bogami Sven ako je kupila nagrebusio si , žene obožavaju LuLu. Kvaliteta je dobra odjeća je udobna a prodavnice su uvjek pune. Samo reci čika, Miro donese original :))) Još ako namiriše Canada Goose onda si tek nagrebusio. Hajde kad već gledaš te retail pogledaj i Canada Goose da čujem šta ćeš provaliti … 😂😂😂😂😂
@gergelyovics
@gergelyovics Месяц назад
I am not too sure, for me it looks like Lululemon hype is over. Unless they found something new.
@Value-Investing
@Value-Investing Месяц назад
thanks for sharing!
@Scottp-tl7uy
@Scottp-tl7uy Месяц назад
hai
@Value-Investing
@Value-Investing Месяц назад
hoi!
@mohamadsaleh779
@mohamadsaleh779 Месяц назад
😂 good one
@Value-Investing
@Value-Investing Месяц назад
:-)
@martinithechobit
@martinithechobit Месяц назад
I am in. 52 week low.
@Value-Investing
@Value-Investing Месяц назад
thanks for sharing!
@oleonard7319
@oleonard7319 Месяц назад
j stay away from fashion companies. I get burned any time. I try to find value in fashion companies
@Value-Investing
@Value-Investing Месяц назад
a difficult business!
@martinithechobit
@martinithechobit Месяц назад
I buy the stock but the product? 80 dollar cotton mens shirt? nah.
@Value-Investing
@Value-Investing Месяц назад
haha
@Time2Pretend90
@Time2Pretend90 Месяц назад
We all know Sven's wife is a great stock catalyst. Buy!
@Value-Investing
@Value-Investing Месяц назад
:-)))))
@bobsmith-ui8uw
@bobsmith-ui8uw Месяц назад
I wont invest in a ceo that see theft as anything other than theft. When he excuses that behavior, what kind of mental gymnastics does he do for his sales data…
@Value-Investing
@Value-Investing Месяц назад
thanks for sharing!
@supplinamaus3614
@supplinamaus3614 Месяц назад
Love the joke, by they way i do Yoga, but have no Lululemon, i do it even on my canadian lumberjack shirt its more comfortable than fancy narrow clothes from Lulu. Tell your wife this pls.
@Value-Investing
@Value-Investing Месяц назад
:-))
@davidepattibiomed89
@davidepattibiomed89 Месяц назад
Your joke summerizes why you should not go near this company
@Value-Investing
@Value-Investing Месяц назад
:-))) but don't get confused, there is plenty of money around and people that buy!
@crohmer
@crohmer Месяц назад
smh, no one is interested in your wifes purchases
@Pizza-gb1ch
@Pizza-gb1ch Месяц назад
Be careful. He is sensitive.
@Value-Investing
@Value-Investing Месяц назад
be careful, and hope that my wife doesn't see this :-)))
@Car-guy307
@Car-guy307 25 дней назад
As a long term investor, my question is will people be spending their Universal Income at Lulu in 5 years after the AI 🤖replacement of jobs 🤔
@Value-Investing
@Value-Investing 24 дня назад
will AI clean your toilet? Will it teach your kids? There will be plenty of new jobs. Here you can't find a worker....
@xxxxl2333
@xxxxl2333 Месяц назад
Nike fPE is 24 while LULU fPE is 23.....i just see another "Under Armour" when i look at LULU so I always prefer Nike in long term
@Pizza-gb1ch
@Pizza-gb1ch Месяц назад
Agreed. Nike is like Coke. Lulu is Virgin Cola or maybe 7up. While Lulu may ride the wave and get a boost from expansion. It's losing its core customer: women. And looking to men and International to take up the slack. I don't see men filling the gap for long.
@Value-Investing
@Value-Investing Месяц назад
be careful when playing with forward PEs
@mr.adubes9921
@mr.adubes9921 Месяц назад
Please share your thoughts on “Yumc” yum china
@mr.adubes9921
@mr.adubes9921 Месяц назад
@sven : the stock is touching its all times low ; but the business seems to growing a pretty good pace ;
@Value-Investing
@Value-Investing Месяц назад
thanks for suggesting!
@jakobskounielsen1920
@jakobskounielsen1920 Месяц назад
I agree
@jonnes__4657
@jonnes__4657 Месяц назад
🗽 NKE is currently not cheap... I never heard about Lululemon. .
@Pizza-gb1ch
@Pizza-gb1ch Месяц назад
LULU is by no means cheap either.
@Value-Investing
@Value-Investing Месяц назад
:-)))
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