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160+ Companies Covered7 Signal Sources5 Valuation Methods
LULU
Lululemon Athletica Inc.
BuyConviction: High
Price$177.72
Target$231.33
Upside+30.2%
Thesis

Lululemon's international expansion strategy, particularly in China (41% growth) and Rest of World (27% growth), combined with its aggressive share repurchase program and pristine balance sheet, creates a compelling...

Catalyst
  • Successful execution of 3-pillar action plan to drive U.S. business inflection while maintaining international momentum. Management has outlined specific initiatives focused on product innovation, activation, and enterprise efficiency to address U.S. market challenges.
Updated Feb 17, 2026
Built byRicardo Lee, CFA — formerly at Osmium Partners and ICONIQ Partners
Daily BriefingRead by 250+ hedge funds

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From signal to conviction in three steps.

01

Signals

We scan insider trades, 13F flows, analyst targets, and 4 other sources daily to surface the best opportunities.

02

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03

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Summarize BLSH's last earnings call
Revenue acceleration, options launch, U.S. expansion. Key narrative shift from infrastructure buildout to commercialization focus...
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