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Investment Strategies / Falling Knives
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Author: InParadise ✧  😊 😞
Number: of 1113 
Subject: LULU: Don't Cut Yourself!
Date: 06/05/26 7:12 AM
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No. of Recommendations: 3
Share price plummeting in pre-market, currently down over 13% following announcement that it slashed its full-year revenue outlook and reported weaker-than-expected second quarter earnings guidance.

https://finance.yahoo.com/markets/article/lululemo...

Price slightly over $108 at this moment.

It's beyond time that they make significant changes.

IP
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Author: Said ⎊  😊 😞
Number: of 1113 
Subject: Re: LULU: Don't Cut Yourself!
Date: 06/05/26 5:14 PM
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Mungofitch: "There is a price for everything - even for dirt" (or similar).
Raising the question ........
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Author: mungofitch ✹ SILVER
SHREWD   😊 😞
Number: of 1113 
Subject: Re: LULU: Don't Cut Yourself!
Date: 06/06/26 10:38 AM
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Mungofitch: "There is a price for everything -...

Another truism is "never invest in a specialty retailer". Or specialty restaurant chain. Or a roll-up. With very few exceptions, which you can't pick in advance, they grow till they pop. Clothing brands don't have a much better hit rate.

Yes, some do well over very long time frames, so I'm not saying lululemon won't be one. But if you expect an outcome other than the usual outcome of a category of investment, you should have proportionally strong evidence that the specific case you're considering is in fact exceptional. Are they even driving in the right direction?

Jim
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Author: Blackswanny   😊 😞
Number: of 1113 
Subject: Re: LULU: Don't Cut Yourself!
Date: 06/07/26 9:09 AM
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Interestingly performing very well in China in contrast to Nike.
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