SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: petal10/2/2025 10:25:44 AM
  Read Replies (2) of 78464
 
LULU.

Lululemon looks very cheap? Highly profitable, strong growth. Approximately P/E 12 on trailing earnings.

Seems like all young attractive ladies are wearing them? At least the upper-class/posh/wanna-be posh types.

I was a bit worried for Lululemon that yoga pants would go out of fashion, now that bell-bottom pants have become fashionable. But they seem to have been able to latch on to that trend – most Lululemon pants that I see now have that bell-bottom design.

Clothing companies are always tricky – you don't wanna buy the GAP at the end of the 90's – but this seems like a reasonably durable trend. And with the help of Novo Nordisk and Eli Lilly, we are becoming more attractive, and more likely to sport a pair of yoga pants!

What do you guys think?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext