Lululemon Stock Deep Dive | Best Quality Idea Q2 2024 w/ Clay Finck & Kyle Grieve (TIP627)
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- Опубликовано: 1 июн 2024
- 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
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📖 BOOKS MENTIONED:
- The Story of Lululemon by Chip Wilson: amzn.to/44nm5ye
- 7 Powers by Hamilton Helmer: amzn.to/4a3obV8
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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.
Glad to share some value! 💡
Love this kind of deep dives!
What do you guys think about Figs? It's considered the next Lululemon of the next 5 years.
Avoid the company.
Is it really considered the Lululemon of the next 5 years? Or will Lululemon just be the Lululemon of the next 5 years too?
Do they have "mind share" or "stickiness"? That is one question people are considering about lulu
Recorded on 9th April and online in May? :-)
Thanks for your steady work! 👌
Thanks so much for the support! 💯
I have to wait on this until my Jordache &LA Gear bets to pay off.
What is the moat?
The moat is the brand like many « upper class » products, nothing else but many empire are built solely on brand
Lululemon is one of a few brands that offer product-market fit between peer-to-peer recognition, sport activity and outdoor leisure. I still firmly believe that the business model should be considered the most important part above the financial analysis.
Thanks so much for tuning in! 💯
If a company has a good business model, then this will be reflected in the financials. They are very closely connected.
Chief Product Officer resigns. Does that change your thesis?
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
Thank you for watching and sharing some thoughts! 💡
❤❤🤝🤝🤝
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.
You are foolish to think this brand will last and can continue to change what they do.
Why?
@@sebfox2194just believe him. I mean 1 1/2 hours of deep dive vs one sentence without any reasoning telling them their wrong. This is peak social media culture.