Lululemon Stock Analysis NASDAQ: LULU

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Value Investing with Sven Carlin, Ph.D.

22 күн бұрын

Lululemon stock NASDAQ: LULU is relatively cheap and definitely cheaper thank NIKE stock for likely a better long term return thanks to international expansion.
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Пікірлер: 119

@absw6129 21 күн бұрын

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 21 күн бұрын

😂😂😂

@dredoctor8271 20 күн бұрын

Dump it while you can

@user-xw3vi4nk2y 20 күн бұрын

Only ever buy them lingerie. Never ever clothes.

@algae_rhythms 20 күн бұрын

A lot of that brand on the 2nd hand market

@Value-Investing 20 күн бұрын

:-))))

@markus_bit. 20 күн бұрын

Sven, that joke was so bad that it was good again. 😁 Thanks for the analysis!

@Value-Investing 20 күн бұрын

:-))))

@firstlast-lt6xp 20 күн бұрын

"300 bucks like all the lululemons out there." lol. Keep up the great work; the joke was a nice change of pace.

@Value-Investing 20 күн бұрын

:-))))

@andrearusso8145 20 күн бұрын

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 20 күн бұрын

Wow, thanks!

@JuanBattaglia45 20 күн бұрын

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 20 күн бұрын

How did Mr Graham get in? Through front door or back door or did he get in from the top deck? 😂😂

@Value-Investing 20 күн бұрын

thanks for sharing!

@reflection5057 20 күн бұрын

@@user-xw3vi4nk2y He got through inception 😅

@JuanBattaglia45 20 күн бұрын

@@Value-Investing 💪💪💪

@tattooedinvestor5015 20 күн бұрын

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 20 күн бұрын

good one!

@extramild1 20 күн бұрын

Thanks, Sven - you stretched to Lulu in the end 🙂

@Value-Investing 20 күн бұрын

hahaha

@jin6000 20 күн бұрын

Appreciate you Sven!

@Value-Investing 20 күн бұрын

thanks!

@garrisonsimon 20 күн бұрын

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 20 күн бұрын

we will see how it goes

@Dieselyk888 20 күн бұрын

Thanks for Sharing, Sven

@Value-Investing 20 күн бұрын

My pleasure!

@PARKiE 20 күн бұрын

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 20 күн бұрын

fashion industry, too crazy for me

@johnmcquaid7524 20 күн бұрын

Hilarious yoga advice! I enjoyed the video.

@Value-Investing 20 күн бұрын

Glad you enjoyed it!

@lyndonklymchuk7391 20 күн бұрын

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 20 күн бұрын

eventually it happens, but that is why you need to move with retail and fashion

@trippeuxdesports 21 күн бұрын

Hello Sven, thanks for the clip. There is also a lot of room to grow on the men side of their business.

@Value-Investing 20 күн бұрын

what man?

@trippeuxdesports 20 күн бұрын

@@Value-Investing You should try their shorts or their dress pants. I strongly recommend haha

@Miro_L 18 күн бұрын

@@Value-Investing🌈

@babyprince84uk 16 күн бұрын

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 14 күн бұрын

thanks for sharing!

@bluecole2 20 күн бұрын

Thanks for the analysis Sven. Can I ask you to do an Estee Lauder analysis? It's down to 2017 lows.

@Value-Investing 20 күн бұрын

I don't know what crazy boom was that!!!

@BtotheW 21 күн бұрын

good day Sven

@Value-Investing 20 күн бұрын

Good day!

@davidepattibiomed89 21 күн бұрын

It's a trendy brand for 40bio market cap. Will go down, easily under 200usd if a recession hits.

@Value-Investing 20 күн бұрын

thanks for sharing!

@kqh123 20 күн бұрын

I like! 👍

@Value-Investing 20 күн бұрын

thanks!

@dredoctor8271 20 күн бұрын

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 20 күн бұрын

thanks for sharing!

@manovmistry6217 21 күн бұрын

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 21 күн бұрын

I am shorting MC to under 500eur..

@Value-Investing 20 күн бұрын

still too expensive!

@alessandrocangini2465 19 күн бұрын

What about VF Corp.? Anyone knows the reasons of this situation? Curiosity. Just because brands are very cool. Thanks

@juanpablobalbuena2650 20 күн бұрын

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 20 күн бұрын

a hard sector...

@franciscovales669 20 күн бұрын

Sven, any thoughts on "ONON"?

@Value-Investing 20 күн бұрын

don't know :-(

@tomliu6358 19 күн бұрын

PE and debt ratio should be mentioned.

@BG-mw5pt 15 күн бұрын

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 15 күн бұрын

thanks for sharing!

@ramanius 19 күн бұрын

Hello Sven, Could you do review on PDD groth stock?

@Value-Investing 19 күн бұрын

that is an interesting one!

@tima7116 20 күн бұрын

Sven, you wear $300 bucks so very well... Haha😂

@Value-Investing 19 күн бұрын

:-))))

@tamanousJP 20 күн бұрын

Sven how about Sketchers? The financials look a lot better than Nike or Lulu.

@Value-Investing 20 күн бұрын

yes, but still fashion...

@jirojiro1029 16 күн бұрын

The risk reward is compelling at this low $300 range

@Value-Investing 15 күн бұрын

thanks for sharing!

@herokorai8346 20 күн бұрын

I agree with your assessment of LULU but love the joke more lol. Not sure how your wife reacted to that? haha.

@Value-Investing 20 күн бұрын

:-)))) she laughed!

@leonkowski7748 20 күн бұрын

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 20 күн бұрын

you can't invest in new balance

@leonkowski7748 20 күн бұрын

I’m glad you checked. I wouldn’t…

@Value-Investing 20 күн бұрын

that is the environment, something like pharma

@MaestroCanello 20 күн бұрын

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 20 күн бұрын

if the market goes down, everything goes down

@MaestroCanello 20 күн бұрын

@@Value-Investing Then, we're doomed! Better save some cash for what's coming I guess

@Miro_L 18 күн бұрын

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 … 😂😂😂😂😂

@mohamadsaleh779 21 күн бұрын

😂 good one

@Value-Investing 20 күн бұрын

:-)

@gergelyovics 20 күн бұрын

I am not too sure, for me it looks like Lululemon hype is over. Unless they found something new.

@Value-Investing 20 күн бұрын

thanks for sharing!

@martinithechobit 20 күн бұрын

I am in. 52 week low.

@Value-Investing 20 күн бұрын

thanks for sharing!

@oleonard7319 20 күн бұрын

j stay away from fashion companies. I get burned any time. I try to find value in fashion companies

@Value-Investing 20 күн бұрын

a difficult business!

@Scottp-tl7uy 20 күн бұрын

hai

@Value-Investing 20 күн бұрын

hoi!

@martinithechobit 20 күн бұрын

I buy the stock but the product? 80 dollar cotton mens shirt? nah.

@Value-Investing 20 күн бұрын

haha

@Time2Pretend90 20 күн бұрын

We all know Sven's wife is a great stock catalyst. Buy!

@Value-Investing 20 күн бұрын

:-)))))

@bobsmith-ui8uw 15 күн бұрын

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 15 күн бұрын

thanks for sharing!

@supplinamaus3614 20 күн бұрын

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 20 күн бұрын

:-))

@davidepattibiomed89 20 күн бұрын

Your joke summerizes why you should not go near this company

@Value-Investing 20 күн бұрын

:-))) but don't get confused, there is plenty of money around and people that buy!

@crohmer 20 күн бұрын

smh, no one is interested in your wifes purchases

@Pizza-gb1ch 20 күн бұрын

Be careful. He is sensitive.

@Value-Investing 20 күн бұрын

be careful, and hope that my wife doesn't see this :-)))

@xxxxl2333 20 күн бұрын

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 20 күн бұрын

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 20 күн бұрын

be careful when playing with forward PEs