No. of Recommendations: 1
<<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.
