lululemon athletica inc.

- Estimated International TAM for $LULU is estimated at $650B where its market share is at most 1%.

- Unaided awareness-> customers aware of a brand, product or an advertisement without assistance.

 ❔Did you know that lululemon unaided awareness in China is only 7%❔

The opportunity seems huge when considering that only 16% of its Trailing Twelve Months revenue is generated outside of North America.

Really interesting, huge potential there given the data points you mentioned. I remember reading that the Chinese luxury market is categorized by a younger consumer profile as opposed to Europe. In my opinion, it looks like Lululemon is one of those brands that is able to resonate amongst 18-55-year-olds. If there is a movement amongst the aspirational middle class towards fitness and wellness-related activities I can see $LULU being at the forefront to benefit from this.

Would love to know where you sourced your data points :) if you don't mind sharing

Joey Hirendernath

Unaided awareness $LULU 

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