How Value Investing with Sven Carlin, Ph.D.’s view on $LULU changed

2026-09-04Bullish

“Lululemon Stock Must be a BUY TODAY!!!”

LULU is a good buy; low valuation, profitability, and potential PE takeover/CEO turnaround offer upside.

Anyway, Lululemon has become a " lemon" and is now less than 100. I don't know where it will open today, but it's always an interesting story . What happened?

Well, we have revenues finally declining significantly, by 4%. Comparative sales are down by 9%. If you compare it to the previous quarter, it was bad, but not that bad. It was still a growing company.

Comparable sales were also high. If you compare it to 2024, it looked much better with higher profits.

Watch the source00:15

2026-09-03Bullish

“5 Interesting Value Bets From Investing Quadrant”

LULU's strong cash flow and buybacks enable survival through downturns, with potential for doubling value upon recovery.

"Lululumon" is interesting, and " Nike" is also interesting. Perhaps "Lululumon," because some things come back into fashion, and some disappear. If you look at Lululemon, with its billion-dollar share buybacks and cash flow, they could weather the downturn and potentially double their value when they return to the boom.

Watch the source18:57

2026-08-28

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