Value Investing with Sven Carlin, Ph.D. 对 $LULU 的判断变化

2026-09-04看涨
Lululemon Stock Must be a BUY TODAY!!!
LULU是一个不错的买入标的;估值低、盈利能力强,且潜在的PE收购或CEO换帅带来的扭转可能提供上行空间。

无论如何,Lululemon已经变成了一个“柠檬”,现在价格低于100。我不知道它今天会以什么价格开盘,但这总是一个有趣的故事。发生了什么?

Anyway, Lululemon has become a " lemon" and is now less than 100. I don't know where it will open today, but it's always an interesting story . What happened?

嗯,我们的收入终于大幅下降,下降了4%。可比销售额下降了9%。如果你与上一季度相比,那很糟糕,但没有那么糟糕。它仍然是一家增长型公司。可比销售额也很高。如果你与2024年相比,看起来好得多,利润更高。

Well, we have revenues finally declining significantly, by 4%. Comparative sales are down by 9%. If you compare it to the previous quarter, it was bad, but not that bad. It was still a growing company. Comparable sales were also high. If you compare it to 2024, it looked much better with higher profits.

2026-09-03看涨
5 Interesting Value Bets From Investing Quadrant
LULU强劲的现金流和回购使其能在低迷期生存,复苏时价值有翻倍潜力。

“露露乐蒙”很有趣,“耐克”也很有趣。也许“露露乐蒙”,因为有些东西会重新流行,有些会消失。如果你看看露露乐蒙,凭借其数十亿美元的股票回购和现金流,他们能够度过低迷期,并在回归繁荣时可能使价值翻倍。

"Lululumon" is interesting, and " Nike" is also interesting. Perhaps "Lululumon," because some things come back into fashion, and some disappear. If you look at Lululemon, with its billion-dollar share buybacks and cash flow, they could weather the downturn and potentially double their value when they return to the boom.

2026-08-28
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