Brazil has a historically rich tapestry of folk traditions, music, dance, art, and literature emanating from the varied mix of cultures introduced over centuriesi. This may prove to challenge Lululemon as they hope to migrate business south to the Latin country of Brazil.

Lululemon Athletica Q2 2021 Recorded Earnings Call Link: https://m.youtube.com/watch?v=poBD_eCeneM

A few key interpretive takeaways from the call and my personal experience as being a Lulu consumer. I see a lot of posts where people are wondering why this happens or why that happens and I thought I would sit down and write out my observations 🧐.

Supply Chain: Interruptions from the pandemic of course have led to uneven surplus for certain items and certain colors of items; hence, the colors coming out are always a season behind or some colors in some items are released but some items don’t come out in a certain color.

Pricing: Lulu is able to keep some pricing down and continue releasing colors regularly since a lot of their product is flown by air versus by boat. But, as many noticed due to labor shortages and closed operations a good amount of items being released are pricier across the board.

Brick & Mortar: During covid a lot of stores were closed for periods of time and if only core colors are stocked, then when doors reopen there won’t be last seasons colors available. If they stick with core colors they’ll seem fresh and relatable even if the clothes were sitting the last two months when doors weren’t open.

FedEx/Shipping: Lack of labor personnel, more warehouse rules because of covid, lack of supplies are all contributors to why it takes a longer time to get packages. Also, fedex has been instrumental in taking over contracts from Usps as well as delivering covid vaccines.

To see my full breakdown check out the link here.

Company Description

Lululemon Athletica designs, distributes, and retails athletic apparel and accessories for women, men, and female youth. It operates stores and direct to consumer sections of its business where it originally sold yoga pants and other yoga wear, and has since expanded to sell athletic wear. Lululemon also provides various fitness-related accessories. There are 491 stores internationally as well as its online store that operates globally.

Quantitative Analysis

At the time of this writing (9/26/2021), LULU is trading at $432.61 with a 52 week range of $269.28 - $437.32 and a market cap of $58.41B. In Q2 of their fiscal year 2021, LULU’s revenue grew to $1.5 billion, up 61% year over year. LULU’s diluted earnings per share was $1.59 and adjusted earnings per share was $1.65. Lululemon’s operating margin increased by 110 basis points and adjusted operating margin increased by 160 basis points. Return of equity (ROE: Net Income / Total Equity *100) of LULU is 32.95% and net margin (net income / revenue) is 14.96%.

Qualitative Analysis

Lululemon has some of the highest quality apparel and is regarded as one of the finest clothing companies in the fitness and athleisure realm. Lululemon also creates high quality and comfortable men’s slacks and with the movement to more remote work and more casual clothing in the office, LULU has a strong hold on comfortable yet professional looking clothing.

Bullish Thesis

Here are three points to support the bullish thesis:

- Brand Loyalty in Yoga Wear: Although yoga is one subset of sports and athletic wear, Lululemon has seemed to perform well in this area. Although Lulu has increased competition in the yoga pants realm, they have strong brand loyalty in this sector of their business.

- Post-pandemic Health Consciousness: We used this argument last week in our article about Peloton, each person is now becoming more health conscious. There is a study that linked extremely high BMIs (45 or greater) with 61% increased risk of death and 33% increased risk of hospitalization compared with healthy weight patients.

- Mirror Acquisition: Lululemon has made its business around clothing and apparel with the occasional piece of fitness equipment. Now after acquiring a company called Mirror it can

TL; DR: Lulu is a high margin retailer with an expanding digital product that turns your mirror into the Epic Games Store of home exercise. Boring balance sheet... nice growth prospects... would not touch at current prices. May not mock as hard in the future.

LULULEMON!

Here we are. It's time to talk about motherfucking LULU!

This is special because while Lulu makes for a pretty good roast target on a red market day; I do want to be fair in assessing them because they appeal to something I am not. I am not a woman (nor a cat). Therefore if I am going to try to 'understand' anything that is targeting the female experience the least I can do is start with as open a mind as possible.

On that note... I will be including plenty of pics of asses in this write up. What can I say? I strive to be a classy motherfucker. Plus it doesn't make sense to talk Lulu if I'm not going to show some product. I do also want to be seen as inclusive so boys you gonna see some package too. Turns out Lulu also makes products for men.

Straight off the bat, Lulu is both profitable and generates cash. I feel as though it is important to lead with that. I also feel is important to lead with the fact that they are trading at $330 and therefore have a forward P/E of 72 (as of Apr14, 2021). They offer no dividends.

STOP! We still have to talk about them and there is a BULLCASE attached.

Shall we begin?

Lululemon pre-pandemic - Athleisure (or telling rich people they can wear comfy pants outside)

"They don't work for some women's bodies...it's really about the rubbing through the thighs, how much pressure is there over a period of time, how much they use it." - Chip Wilson, Lulu founder, Not-a-feminist.

I don't want to spend too much effort shit talking about the early days of Lulu given that it did start back in 1998, but their Canadian founder-CEO was famously dumped for having made the comments above. Also, the origins of their stupid name 'Lululemon' is apparently an effort at trolling the Japanese by Chip.

Instead, let's talk about Lululemon in the boring context of retail; the sector I started in when I finished grad school.

Sexy Product - Boring Retail

Lulu is a high margin brand that operates in both the physical

This is my first time writing one of these rules horror things to go easy on me, this is based on a real murder that happened in this exact store.

Hey thanks for joining us here at Lululemon Athletica! we are very serious about our customers and our products, if you damage a product it might just cost you an arm and a leg! We have a set of rules put in place for your saftey and others saftey, Please read these rules before starting work.

----------------------------------------------------------------------------------------------

Rule 1. When you arrive at the store you must always enter through the janitor door around the back of the premises, you must do this to ensure your own safety. you must make sure after entering you turn on every single light in the store even the ones in the storage basement. When turning on the lights you must have your eyes closed. once all the lights are on you may open your eyes. If you dont do this then you will meet a fate worse than death.

Rule 2. We have 6 workers in total, if someone walks in claming to be a worker you must say "You can have the day off to rest". No matter how persistent they are you must turn them away, if they claim that they work there and wont leave and continue to get angry run as fast as you can to the closet and lock yourself in there and close your eyes, count to 120 then go back to where they were, they will be gone.

Rule 3. No matter how nice the other workers may seem you must not give them your address, phone number or any personal information, this is for your own safety. if they persist and invite you back to the store after closing hours DO NOT RETURN instead lie and say you have other plans.

Rule 4. Never Enter the stores back hallway unless you are closing the store, if you see a pair of bloody leggings on the ground you must turn of the lights and close your eyes, after an hour turn the lights back on, if the leggings are still there you are hopeless, you will start hearing the name Jayna Murray being whispered. at this point you should consider taking the gun out of the closet and killing your self as this will be better than the fate you have.

Rule 5. Around 1PM-3PM a old man walks in, dont talk to him or even acknowledge him. If he talks to you dont reply and just keep working. Within 5 minutes the man will leave the store, if he doesn't leave you must go to the manager and tell him. Just remember you cannot give the man any acknowledgement and if you do happen to you must g

I’ve posted this in the r/Activewear page but yeah

I received my first pair of Balance’s leggings since I was curious at how many influencers claim that their leggings are similar to Lululemon Nulu aligns or are even way better.....

I tried on BA’s Ascend pants in the King Cheetah design. I’m honestly so surprised that their quality is not on par with Lululemon at all. I like the seams that flatter the glutes though but how do the athletes have the right to say that these pants are like aligns or even better? They’re not at all..... So far.... So surprised and glad I didn’t pay full price for these because it’s just crazy. If I were to compare these to Lululemon leggings, they’re like a thinner cottony type just like Luon (Wunder Unders). They keep mentioning that these Ascends are buttery soft and are sweat wicking. Sure they’re stretchy and you could size down but other than those I’ve mentioned, they’re way too overpriced and overhyped for this quality.

There are better “dupes” that are cheaper on Amazon or you could even find great condition Lululemon leggings on resale sites.

Please let me know if I’m the only one who is disappointed by Balance.. Should I try any of their other leggings?

Trying other brands is dangerous too because you end up going back to Lulu to purchase a new pair of leggings 😂

Anyway, rant over. Thanks for your time!!

I've been looking to purchase secondhand Lululemon Leggings and I have noticed some attached tags say "lululemon" only and others include "athletica". Anyone know the difference or why this is?

Here’s how this works:

• We will use the exact terms in the question (“SWAROVSKI AG", "LULULEMON ATHLETICA”, "CAPRI HOLDINGS", "PRIMARK")
• Google Trends data from this link with this filtering criteria (Worldwide Geo, all categories, web search) will determine the winner - the answer will be based on which term is performing better on March 9 at EXACTLY 12 pm PST.
• Results of the prediction will be revealed at least 24 - 36 hours after the prediction date (Google Trends data appears to change in the first few hours and stabilizes afterwards).
• Due to the bit of flux with Google Trends data, please predict at your own discretion.

View Poll

Content created by u/JayArlington(Karma:83369, Created:Aug-2016). Thanks for adding to the DD hub of reddit, r/MillennialBets!

DD: Retail - Lululemon Athletica ($LULU) "Nike for Becky" on r/vitards

PICTURES DETECTED: this DD post is better viewed in it's original post

TL; DR: Lulu is a high margin retailer with an expanding digital product that turns your mirror into the Epic Games Store of home exercise. Boring balance sheet... nice growth prospects... would not touch at current prices. May not mock as hard in the future.

LULULEMON!

Here we are. It's time to talk about motherfucking LULU!

This is special because while Lulu makes for a pretty good roast target on a red market day; I do want to be fair in assessing them because they appeal to something I am not. I am not a woman (nor a cat). Therefore if I am going to try to 'understand' anything that is targeting the female experience the least I can do is start with as open a mind as possible.

On that note... I will be including plenty of pics of asses in this write up. What can I say? I strive to be a classy motherfucker. Plus it doesn't make sense to talk Lulu if I'm not going to show some product. I do also want to be seen as inclusive so boys you gonna see some package too. Turns out Lulu also makes products for men.

Straight off the bat, Lulu is both profitable and generates cash. I feel as though it is important to lead with that. I also feel is important to lead with the fact that they are trading at $330 and therefore have a forward P/E of 72 (as of Apr14, 2021). They offer no dividends.

STOP! We still have to talk about them and there is a BULLCASE attached.

Shall we begin?

Lululemon pre-pandemic - Athleisure (or telling rich people they can wear comfy pants outside)

"They don't work for some women's bodies...it's really about the rubbing through the thighs, how much pressure is there over a period of time, how much they use it." - Chip Wilson, Lulu founder, Not-a-feminist.

I don't want to spend too much effort shit talking about the early days of Lulu given that it did start back in 1998, but their Canadian founder-CEO was famously dumped for having made the comments a