$LULU is currently trading at the lowest valuation in more than 10 years Buyback yield 6.29%

$LULU Earnings: - Net revenue increased 16% to $3.2 billion - Diluted earnings per share were $5.29 compared to $0.94 in the fourth quarter of 2022. Adjusted diluted earnings per share were $4.40 for the fourth quarter of 2022 - Gross profit increased 25% to $1.9 billion. Adjusted gross profit increased 20% to $1.9 billion - Gross margin increased 430 basis points to 59.4%. Adjusted gross margin increased 200 basis points to 59.4% - Income from operations increased 191% to $913.9 million. Adjusted income from operations increased 16% - Comparable sales increased 12% Calvin McDonald, Chief Executive Officer, stated: "We are pleased with the strong finish to our 2023 fiscal year and continue to be ahead of our Power of Three ×2 strategy. During the fourth quarter, we saw continued momentum across our channels, geographies, and merchandise categories, driven by our teams around the world. As we step into 2024, we are focused on the significant opportunities ahead for lululemon as we navigate the dynamic retail environment and deliver for guests through innovative new products and brand activations."

✅米国株決算銘柄(1日) ダウ -0.8% S&P500 -0.1% ナス +0.2% 上位 $IDN +74.9% $BIOL +19.5% $DNTH +14.3% $WS +10.8% $KA +9.8% 下位 $NKTX -31.3% $CUTR -30.4% $LULU -15.8% $DERM -13.6% $HUMA -8.1%

[Lululemon Q1-24] Rapid overview of $LULU Q1-24. Detailed review of the quarter & call will be sent to subscriber in the following days! Link's in bio if interested. EPS. $2.39 | $2.54 | +6.28% beat🟢 Revenue. $2.20B | $2.21B | +0.41% beat🟢 $297M buybacks | $1B new buyback program. "In the first quarter, we saw strong momentum in our international markets, demonstrating how our brand continues to resonate around the world. Looking ahead, we continue to have a significant runway for growth and are confident in our team’s ability to powerfully deliver for our guests in 2024 and beyond." Business. 🟠711 stores, flat QoQ. 🟢Inventories decreased YoY. Revenues. 🟢Double digit revenue growth. 🟢Growth due to internationnal business up +40% on dollar basis - China principally which is a big part of the thesis. 🟢Growth margin grew YoY. 🟠Net margin flat YoY. 🟢Prositive net debt. Guidance. 🟢High single digit/low double digit growth Q2-24. 🟢Raised FY-24 EPS guidance. Conclusion. Pretty hard to complain about what Lululemon is delivering here. They don't do anything crazy but they do what they have to to prove that their stock is still undervalued if they continue to do so. Business growing outside of the Americas is very important for the investment thesis and is confirmed by this new quarter. Pretty satisfied. Let's see how the market reacts over the next weeks but this report confirms my view. Still undervalued under $350.

✅米国株決算銘柄(1日) ダウ -0.3% S&P500 +0.2% ナス +0.8% 上位 $ASAN +43.5% $DOCU +27.9% $AOUT +21.4% $RBRK +20.4% $LULU +15.9% 下位 $SWBI -20.3% $DOMO -18.1% $GWRE -14.0% $MAXN -9.6% $FIZZ -6.5%

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🧵 $LULU is trading at a 5 year low at a fwd p/e of 15x is this a value trap? Is ALO & $NKE taking over? Gross Margin: 59% ✅ ROIC: 75% 🔥 Net Margin: 17% Debt-Free 💰 Cash > Current Liabilities by 108% 🏦 lets look into it 👇🏼

$LULU Earnings: - Net revenue increased 24% to $2.0 billion, or increased 27% on a constant dollar basis - Diluted earnings per share were $2.28 compared to $1.48 in the first quarter of 2022. - Total comparable sales increased 14%, or 17% on a constant dollar basis - Gross profit increased 32% to $1.2 billion and gross margin increased 360 basis points to 57.5%. - Income from operations increased 54% to $401.4 million. - Operating margin increased 400 basis points to 20.1%. Meghan Frank, Chief Financial Officer, stated: "Our Q1 results were strong as guests responded well to our product offering in all our markets across the globe. A meaningful acceleration in our China sales trend, coupled with lower air freight, contributed to our better than planned financial performance. We are pleased with our momentum heading into the second quarter and for the full year as reflected in our revised outlook for FY23."

discretionary $XLY stocks last 3M % change = +15.1% the top five biggest contributors h/t @KoyfinCharts : $TSLA +9.9% $AMZN +3.7% $BKNG +0.5% $LULU +0.3% $RCL +0.2%

US Sports Apparel Market Share (2018-2023) $NKE $LULU $ADDDF $COLM LULU share +290bps Vuori ~$30M revs -> ~$500M est (0.5% 2023 market share vs 0.04% in 2018) Alo Yoga ~$250M est revenue base (0.2% market share in the category)

📈 S&P500 market movers & their Smart Scores 🔼 Top Gainers: $ULTA +11.17% | 3.0/5 $ALB +8.63% | 3.2/5 $SMCI +8.59% | 3.2/5 $PARA +7.14% | 3.2/5 $CZR +7.07% | 3.0/5 $CSCO +6.80% | 3.8/5 $ON +6.75% | 3.0/5 $MPWR +6.73% | 3.8/5 $LULU +6.68% | 2.8/5

📈 S&P500 market movers & their Smart Scores 🔼 Top Gainers: $WYNN +7.24% | 3.0/5 $WBA +6.34% | 3.2/5 $APA +5.96% | 3.2/5 $LVS +5.62% | 3.2/5 $SMCI +4.31% | 3.4/5 $LULU +4.16% | 2.8/5 $BKR +4.06% | 4.2/5 $CVS +4.02% | 3.8/5 $GPN +3.43% | 3.6/5 $MGM +3.42% | 2.8/5

📈 S&P500 market movers & their Smart Scores 🔼 Top Gainers: $NEE +5.20% | 3.0/5 $WELL +3.41% | 3.2/5 $LULU +3.14% | 3.2/5 $EL +2.96% | 2.8/5 $EPAM +2.91% | 3.2/5 $EIX +2.78% | 3.4/5 $IP +2.54% | 3.4/5 $ERIE +2.48% | 3.2/5 $LLY +2.45% | 2.8/5 $MTCH +2.41% | 2.4/5

📈 S&P500 market movers & their Smart Scores 🔼 Top Gainers: $LULU +15.89% | 3.2/5 $HPE +10.62% | 4.2/5 $ULTA +8.99% | 2.8/5 $SMCI +6.78% | 3.4/5 $PLTR +6.22% | 3.4/5 $TSLA +5.34% | 3.6/5 $AVGO +5.31% | 3.0/5 $TER +4.21% | 2.8/5 $ALB +3.82% | 3.6/5 $AZO +3.74% | 2.6/5

📈 S&P500 market movers & their Smart Scores 🔼 Top Gainers: $MU +10.45% | 3.0/5 $SMCI +9.36% | 3.4/5 $TER +7.20% | 3.0/5 $KLAC +5.07% | 2.6/5 $GEV +4.88% | 3.6/5 $STLD +4.85% | 3.6/5 $HPE +4.72% | 4.0/5 $CEG +4.71% | 3.6/5 $LULU +4.53% | 3.2/5