Want to create an interactive transcript for this episode?
Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP033: Lululemon (LULU): Still the King of Athleisure? w/ Shawn O’Malley & Daniel Mahncke
Description: Shawn O’Malley and Daniel Mahnke break down Lululemon (ticker: LULU), an iconic brand famous for pioneering the now ubiquitous athleisure industry. Lululemon has a fiercely loyal customer base, with industry-leading rates of repeat customers, sales per square foot of retail space, and very little need for discounting, if any.
In this episode, you’ll learn about why the market has soured on this powerful brand, despite incredible success growing internationally, leaving its P/E ratio at a relatively low 15-16x. You’ll also learn about how Lululemon controls all of its touchpoints with customers, selling primar...