The Intrinsic Value Podcast - The Investor’s Podcast Network · The Investor's Podcast Network
TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke
·1 hr 28 min·5 clips
Sean explains the retail paradox: as Lululemon becomes mainstream, it risks losing the cool factor that drives its premium pricing.
As heard by us
A careful case for Lulu that tests whether premium status can last.
This episode lays out a disciplined bull case for Lulu, built on the contrast between almost 20% annual sales growth over the last three years, 59% gross margins, strong operating margins, a five-year average return on invested capital of 35%, and a stock price around 15 times…
Why you'd press play
You want to pressure-test whether Lululemon's premium is moat or status.
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