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Investment Strategies / Falling Knives
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Author: MisterFungi ✸  😊 😞
Number: of 759 
Subject: Re: LULU
Date: 08/08/2025 3:26 PM
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<<Clearly, the fall-off in price is because a lot of investors think the brand is stale and customers are starting to prefer alternatives like Aritzia, Vuora, or at the cheaper end Athleta, Nike, Alo Yoga, etc.>>

Read the rest of the M* review. It's mostly because of tariff concerns. That's when the stock tanked. M* rates LULU 4*, CFRA rates it 5*. The reasoning looks sound to me.

I'm underwater in my small position but looking to add. Lulu's core demographic is relatively immune to modest price increases, and those tariff-related increases will hit competitors, as well.
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