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Podcast: Lululemon Not So Deep Dive
Today we released our weekly "Not So Deep Dive" with @stockmarketnerd joining us for this episode. We covered Lululemon $LULU


Given anecdotal stories and seeing the long-term stock chart, I wasn't surprised at how impressive the business looked when finally getting some context on its financials. At a fairly reasonable trailing earnings multiple, there seems to be a clear path to this stock providing solid returns over the next decade.

However, one question keeps nagging at me. How much of a COVID beneficiary was Lululemon? Athleisure definitely got a boost because of the change in work culture. Does that mean we are overestimating revenue growth for the next five years? Or is athleisure such a secular growth category it doesn't matter?

Something to chew on for bulls or anyone thinking of buying shares
Spotify
Lululemon (LULU) | Not So Deep Dive
Listen to this episode from Chit Chat Stocks on Spotify. Lululemon is a designer, distributer, and retailer of athleisure wear. The company tailors its clothing for lifestyle and athletic activities. Listen closely as Brad, Brett, and Ryan go through the history, financials, and future prospects of Lululemon. Enjoy the show! This episode is sponsored by Potential Multibaggers. Multis are looking for stocks that have the potential to go up 10x in 10 years. Check-out the service here: https://seekingalpha.com/checkout?service_id=mp_1308 Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Subscribe to 7investing with the code "Money" and get $100 off: https://7investing.com/subscribe/aff/4/ Interested in more of Brad’s work? Subscribe to his newsletter: https://stockmarketnerd.beehiiv.com/ Contact us: chitchatmoneypodcast@gmail.com Timestamps Company Background | (3:45) Industry | (10:24) Management & Ownership | (12:15) Valuation | (15:05) Earnings | (16:15) Balance Sheet | (20:03) Our Analysis | (22:47) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices

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