$Lululemon Athletica(LULU)$ $Nike(NKE)$ ๐Ÿ‘Ÿ๐Ÿ“‰๐Ÿ”ฅ LULU Collapse or Opportunity?

$LULU two years ago was a $65B company. $LULU today is less than a $19B company. Retailers are so fickle. I see it at $182 testing the 200 Monthly MA. Support lies at $161 with risk to $147, resistance at $226. Negatives: missed Q2 guidance, margin pressure, weaker FY outlook. Positives: EPS beat, menโ€™s revenue +6%, China +20โ€“25%. Women drive 63.2% of revenue, men 24.2%. EPS grew from $4.5 to $12.8 in five years, a compounding story despite short-term bleeding.

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# Lulu Drops for 3 Quarters: Back to 2020 Lows - Buy the Dip?

Modify on 2025-09-14 09:57

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  • Kiwi Tigress
    ยท09-13
    TOP
    LULU getting cut from $65B to $19B is insane when you think about how sticky that brand loyalty is. Seeing women drive 63% of sales makes me feel like the marketโ€™s ignoring its moat. That $161 line is where Iโ€™d expect some serious defense to show up
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    • Barcode:ย 
      Great to have you here KT, conversations make signals stronger.
      09-15
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  • Cool Cat Winston
    ยท09-13
    TOP
    ๐Ÿ“ŠIโ€™m with you on the market punishing $LULU too hard. A collapse from $65B to under $19B feels extreme when international is still growing 20% and menโ€™s revenue is trending higher. Reminds me of how $NKE got hit before its rebound off long-term supports.
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    • Barcode:ย 
      Glad you read this CCW, always good trading thoughts together.
      09-15
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  • Queengirlypops
    ยท09-13
    TOP
    Wild to see LULU smoked this hard and still stacking double digit EPS growth. The way Chinaโ€™s up 20%+ while the US drags just screams opportunity. If it bounces off that 200 MA like you charted, that could be the cleanest setup in retail right now ๐Ÿ“‰๐Ÿงƒ๐Ÿงƒ๐Ÿงƒ
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    • Barcode:ย 
      Thanks for stopping by Q, your engagement adds real depth.
      09-15
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  • Hen Solo
    ยท09-13
    TOP
    That $161 support and $147 risk zone you flagged is critical. I like how you tied the 200 Monthly MA in because thatโ€™s where institutions really start building positions. The way $AAPL held its long-term moving average last year shows how powerful that level can be.
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    • Barcode:ย 
      Appreciate it HS, solid to share ideas that matter.
      09-15
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  • Tui Jude
    ยท09-13
    TOP
    The revenue split you highlighted is eye opening. Women at 63% and men at 24% tells me the core consumer isnโ€™t leaving soon. That EPS growth from $4.5 to $12.8 in five years is massive. It actually makes me think of $CROX when it tripled earnings while sentiment stayed bearish.
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