Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 23 entries · 19 publications

LULU

Lululemon

Entries
23
Bullish
4
Bearish
2
First
Jun 15, 2025
Latest
Oct 1, 2026

▲ 4 bullish ▼ 2 bearish · 17 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

Full performance tracking Pro · free during launch

Alpha of every thesis on LULU at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.

Free during launch: log in or sign up with your email to see it.

Sign up free

Timeline

Newest to oldest
  1. October 2026 1 entry
  2. September 2026 12 entries

    Substack · El médico inversor · El Médico Inversor

    Empresas y sectores que podrían estar tocando fondo. Parte 3.

    Analizo Nike, Lululemon y Deckers con el método de las 6 preguntas + 1: foso, flujo de caja, balance, crecimiento y margen de seguridad en el sector deportivo.

    BullishNKELULUDECKES2,652 words

    Since publication LULU +2.6% α +1.9 pp vs S&P 500 · USD

    Substack · Hated Moats

    Lululemon: The 15-Minute Thesis

    Our 40-minute Deep Dive, condensed to the numbers, moat, risks, valuation, investment case and our verdict. Is Michael Burry right about his largest bet?

    LULU3,127 words

    Since publication +4.0% α +3.7 pp vs S&P 500 · USD

    Blogs · r/ValueInvesting · /u/SpareSniper7

    Lululemon - my revised model - Value thesis intact

    I wont mince words... Q2 was rough, but this is exactly where having a long term thesis matters. After revisiting my model and adjusting for lower growth and lower OCF margins, I still arrive at the same conclusion that…

    LULUshort279 words

    Since publication +2.3% α +2.8 pp vs S&P 500 · USD

  3. August 2026 1 entry

    Substack · Aquitaine Equity Research · Luke Emerson, CFA

    Lululemon: Second Thoughts

    Why I exited in April — and why I'm back in at ~$117.

    BearishLULU3,902 words

    Since publication +11.1% α +10.2 pp vs S&P 500 · USD

  4. June 2026 1 entry
  5. May 2026 1 entry
  6. March 2026 1 entry

    Substack · Joseph's Substack · Joseph Blumenfeld

    The Case for Lululemon

    Cheap luxury brand or value trap?

    BearishLULU2,079 words

    Since publication +29.4% α +50.4 pp vs S&P 500 · USD

  7. December 2025 2 entries

    Institutional · eToro

    Trio of Earnings in Focus: AVGO, LULU, COST

    The Daily Breakdown dials in after the Fed cut interest rates, and with Broadcom, Lululemon, and Costco set to report earnings. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning…

    AVGOLULUCOSTshort788 words

    Since publication LULU −45.0% α −56.2 pp vs S&P 500 · USD

  8. November 2025 1 entry
  9. October 2025 1 entry
  10. September 2025 1 entry

    Institutional · eToro

    Deep Dive: Is Lululemon Oversold?

    The Daily Breakdown takes a closer look at Lululemon, which has falling sales but a historically low valuation. What’s next for LULU? Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each…

    LULUshort649 words

    Since publication −36.6% α −52.8 pp vs S&P 500 · USD

  11. June 2025 1 entry

There are 2 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.