Lululemon Stock Deep Dive | Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve (TIP627)

Clay and Kyle give an overview of their best quality stock idea for Q2 2024. This quarter, they discuss Lululemon.

Lululemon is well-known in the world of quality investors, and the share price has recently declined by over 30%. Tune into today’s episode to hear Clay and Kyle’s thoughts on Lululemon’s business and what the prospective returns might look like going forward.

IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:01:00 - Background on Lululemon
00:08:56 - Branding
00:17:51 - Business Model
00:27:12 - Chip Wilson & Innovation
00:31:52 - Future Growth
00:37:45 - Competitors
00:45:33 - Management Team
01:08:29 - Key Performance Indicators
01:12:30 - TIP Mastermind Community

▶️ RELATED EPISODES:

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[Dimi.smarty]

Why are guys not invested and when you will consider to invest?

[jonnagap]

Love the detailed analysis! I think picking a stock such as this, and doing a deep dive is a much more superior way of communicating about your investing principles rather than speaking in theoretical terms.

[brunoradovanovic]

Bought now at 237. We ll see if their growth slow into single digits… i am afraid there is no moat in this category of retail…

[santiagovidaurre]

I´m a great follower from Spotify and I´ve never seen your face till now. It is so exciting to see a person behind the microphone! You are such a great professional!

[MeBee-flow]

Recorded on 9th April and online in May? :-)
Thanks for your steady work! 👌

[riumudamc]

Do they have "mind share" or "stickiness"? That is one question people are considering about lulu

[JWSpaceX]

What do you guys think about Figs? It's considered the next Lululemon of the next 5 years.

[wastologe]

Thumbs up for deep diving second row companies instead of Microsoft or Tesla :)

[outfun]

Thank you for the detailed analysis! Best one analysis of Lululemon on YouTube. It would be awesome if you guys could make a video on $SQ (Block Inc.) stock. Thanks!

[justinbeghly]

I have to wait on this until my Jordache &LA Gear bets to pay off.

[KamilMauel]

Lulu shrinked -93% during the GFC and recovered fully and forever exactly in 21 months (historic achievement). More than halved on covid crush and came back in 2 months. Almost halved 2021 Nov - 2022 May, rebuilt in 19 months but for 1 month only. This time slower than the market that is still above the previous peak. Lulu is down <-30 YTD = 2020 August level. A half of the current drawdown is a response to the management concerns over the consuments. Few of the biggest companies in the industry deliver but the majority and almost every smaller one suffer. Lulu still can grow like crazy but around the positive consumer sentiment. Otherwise new yoga pants can wait.

[srksry]

Chief Product Officer resigns. Does that change your thesis?

[Melanie_YShtolaLife]

Lululemon has forced their tech teams to return to office in the Seattle area and folks, important folks, are leaving. One thing I loved about lululemon is how it always did good for their employees and I believed this pushed forward innovation. But now not so sure. Lululemon should think hard about its decisions going forward for both their customers and employees.

[justinbeghly]

You are foolish to think this brand will last and can continue to change what they do.