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Posted by
Two Blokes Jul 16 -
Filed in
Stock
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lululemon's stock has been punished due to slowing U.S. growth, margin compression, and heightened competition, but the market is overly pessimistic. Despite risks, LULU maintains high returns on capital and strong international growth, particularly in China, supporting long-term value creation. Inventory markdowns threaten brand perception and margins, but core products retain pricing power, indicating resilient consumer demand in key categories.
