We've cracked open the case on which stocks to buy -- and avoid -- for the month of May, which have included names Marriott International (MAR) and Walgreens Boots Alliance (WBA) for the latter.
Lululemon's strategic focus on brand exclusivity and customer loyalty, alongside its strong product design, sets it apart from competitors like Nike and Adidas. Despite expected margin hits due to tariffs, Lululemon's valuation remains attractive with a PE ratio below historical averages and significant growth potential in international and men's markets. The company's robust supply chain, high...
I upgrade lululemon to a "buy" as the company sees stabilization in the US market while sustaining momentum in its international markets through robust product innovation and superior guest experience. Despite a 32% stock decline since my last writing, lululemon's Q4 earnings beat estimates, showing strong revenue growth and margin expansion, particularly in international markets. While Tariff-...
Big western fashion brands, including Lululemon Athletica Inc (NASDAQ:LULU) and French giants Louis Vuitton Moet Hennessy (EPA:MC) and Hermès International, are being targeted by Chinese manufacturers using TikTok to claim they can make much cheaper knockoffs using the same production lines. Videos on Tiktok claim to be selling $5 yoga leggins from Lululemon's own production lines, in one exam...
As new trade tariffs get rolled out by President Trump with the United States' main trading partners, some sectors of the stock market are going to get hit harder than others due to the very nature of where these tariffs are focused. Not only the countries that they are targeting but also the products, which are focused on agriculture, and also all the materials that affect prices and costs for...
We are in the fog of war of the stock market tariff tantrum. News -- sometimes contradicting itself -- seems to be coming every hour from the United States government, corporations, and foreign countries as they try to figure out how to respond to the Trump tariffs enacted last week.
During the five years leading up to their all-time high in December 2023, shares of this well-known, consumer-facing enterprise were up an astonishing 321%. That gain easily crushed what the broader S&P 500 produced during the same time.
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