Le azioni di Lululemon: degne di essere trascurate?
Lululemon Athletica Inc., leader del settore dell'abbigliamento attivo, sta per aumentare la percentuale di nuovi stili nella sua miscela di prodotti dal 23% al 35% prossima primavera. Questa mossa fa parte della strategia dell'azienda per potenziare la sua offerta e mantenere la competitività in un mercato affollato.
Despite the challenges posed by weak consumer sentiment and discretionary spending in the U.S. due to fears about tariffs and a potential recession, Lululemon's established brand gives it a competitive edge. The company's stock currently trades at $168.01, with a daily change of 0.12%.
In the recent quarter, Lululemon's revenue increased 7% to $2.53 billion, but comparable sales were up only 1%. The company has faced similar challenges in the past, such as a massive pants recall over a decade ago, and has managed to rebound.
Lululemon isn't alone in posting disappointing results. Deckers and Nike have also reported declining sales in the U.S. The struggle isn't exclusive to the activewear industry, as Chipotle, a stalwart in the restaurant industry, has also experienced declining comps in the first two quarters of the year.
However, Lululemon is taking steps to respond to these challenges. The company is accelerating its go-to-market and design processes to adapt to demand trends faster. The headwinds from tariffs are likely short term as the comparisons will get easier next year.
The company's current corporate leadership includes Calvin McDonald as CEO, with Ranju Das appointed as Chief AI & Technology Officer effective September 2, 2025, and Julie Averill serving as Chief Information Officer until her planned departure in September 2025.
Despite the current challenges, the stock looks cheap enough to justify a buy, as it trades at a valuation that's just half of the S&P 500. Lululemon's forward P/E ratio is 13, which is comparable to no-growth and slow-growth companies on the market.
The company's market capitalization is $20 billion, and its stock tumbled 18.6% on September 5. However, the international segment saw a 15% jump in comparable sales, indicating a strong performance in markets outside the U.S.
In the face of adversity, Lululemon continues to push forward, aiming to strengthen its position in the activewear market and provide value to its investors.
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