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lululemon: Cheap, For A Reason
seekingalpha.com/article/4820775-lululemon-cheap-for-a-reason
Summary
- I see a classical value trap here. The stock is trading at attractive multiples while reporting decent operating and free cash flows.
- My thesis revolves around the slowdown in the Americas (70% of consolidated revenue in Q2) and the bottom-line attrition due to tariffs and…
This story appeared on seekingalpha.com, 2025-09-09 05:22:43.