Topic

LULU

A collection of 11 issues

Amazon 2Q'25, Portfolio Change

A programming note: For my next Deep Dive, I am currently working on Union Pacific which I will publish sometime later this month. After Union Pacific, I will do a Deep Dive on ASML in September. You can find all the past 61 Deep Dives here. Subscribe Amazon 2Q’25

Google's response, Lululemon Community

Google shared couple of blog posts last week that seem worth highlighting. Google is experimenting with a new feature called “Web Guide” which basically looks like Google itself will write a “blog post” in response to your query but instead of links being hyperlinked (as they are in a typical

MBI Daily Dose (July 13, 2025)

Companies or topics mentioned in today's Daily Dose: Future of logistics, Rise of Dupes, Meta vs EU, follow-up on Wealth Ladder Austin Vernon argues that AI-driven autonomy and battery electrification may profoundly transform the labor-plus-fuel cost stack that makes trucking and last-mile delivery so expensive, putting almost a

Lululemon 1Q'25 Update

Disclosure: I own January 2026 $165 Call Options While the quarter looks mostly okay, Lulu’s guide is the primary culprit for the stock to be down 20%+ after-hours today. Before we get into that, let me recap the quarter first and then I will share some highlights from the

Lululemon 4Q'24 Update

Disclosure: I own January 2026 $165 Call Options Since its IPO back in 2007, Lululemon always posted double-digit revenue growth every single year. While there was plenty of skepticism throughout 2024, they managed to eke out double digit growth last year. But 2025 topline guidance of 5-7% implies the era

Lululemon 3Q'24 Update

Disclosure: I own January 2026 $165 LULU Call Options While the overall market continues to hit All-time High almost every other day, Lulu has been battling the skeptics for much of this year. There is still a long way to go, but with the stock now up almost 50% over

Lululemon 2Q'24 Update

Disclosure: I own January 2026 $165 LULU Call Options It is far from common for a stock to be up 4% after missing the revenue guide for the quarter and slashing the full-year revenue guide. That’s exactly what happened with Lululemon today which should tell you the kind of

Lululemon 1Q'24 Update

Disclosure: I own January 2026 $165 LULU Call Options Lululemon was facing some really thorny questions from Mr. Market ever since 4Q’23 earnings. Today’s earnings should help calm some nerves. Here are my highlights from tonight’s call. Sales Growth by Region At first glance, one may find

April 2024 Update

First things first, this month's Deep Dive on Texas Instruments will be published by April 25th. Thank you for all the great feedback on my Semiconductor Primer last month; I'm glad that many of you found it useful to get up to speed on the industry.

The cult of Lululemon is alive and kicking

(Update: Please see May'22 deep dive for latest thoughts) In November 2020, I published my deep dive on Lululemon. On this update, I will mostly skip why I like the business since I have adequately covered it in my earlier deep dive which I encourage you to read