Transaction log
Aug 12, 2024 - Bought 4 @ $239.93 (0.55% wtg, coffee can)
Jul 6, 2026 - Bought 6 @ $113.93 (0.46% wtg)
Lululemon Athletica
Location: Vancouver, British Columbia
Profile
Symbol: LULU
Industry: Apparel retail
Sector: Consumer discretionary
Themes: Millennial consumer, healthy lifestyles, retail turnarounds
Annual gross profit: $6.1 billion
5-Year gross profit growth: +13.9%/year
5-Year shareholder growth: +19.0%/year
Estimated fair value: $216
Valuation assumption: 6.0% MFCF yield
Operating income/gross profit: 30.4%
Insider ownership: 9.0%
Estimated fair value history
Jan-25 - $386 (4.0% MFCF yield)
Apr-25 - $396
Jul-25 - $311 (4.5% MFCF yield)
Oct-25 - $284 (5.0% MFCF yield)
Jan-26 - $257
Apr-26 - $259
Jul-26 - $216 (6.0% MFCF yield)