Row 49350

Row ID: 49350 | Dataset Entry | Axioma AXP Content Repository

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Lulu's stock is down to $300, a 'technically' important valuation level (by my metrics). Worries over foot traffic, competitive concerns from Vuori, and some mgmt team resigning. Both the buyside and sellside expectations want 10% revenue growth going forward, the lowest expectations since 2017. Lulu has an 18% growth CAGR over the last 10 years, with it being higher in recent years. My question is do we actually believe Lulu can't adapt to competitive pressures? Or is 10% top line growth actually a good representation of their growth prospects? My intuition is that the market takes short term trends or concerns and extrapolates them far into the future (where most of the value is), and therefore these concerns represent a longer term buying opportunity. Yes the stock can always get cheaper in the near term, but from a 2-3 year perspective, this looks interesting. Anything that I'm missing?

FieldValue
text Lulu's stock is down to $300, a 'technically' important valuation level (by my metrics). Worries over foot traffic, competitive concerns from Vuori, and some mgmt team resigning. Both the buyside and sellside expectations want 10% revenue growth going forward, the lowest expectations since 2017. Lulu has an 18% growth CAGR over the last 10 years, with it being higher in recent years. My question is do we actually believe Lulu can't adapt to competitive pressures? Or is 10% top line growth a…
label r/investing
dataType post
communityName r/investing
datetime 2024-05-22
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Raw Record

{
  "text": "Lulu's stock is down to $300, a 'technically' important valuation level (by my metrics).  Worries over foot traffic, competitive concerns from Vuori, and some mgmt team resigning.  Both the buyside and sellside expectations want 10% revenue growth going forward, the lowest expectations since 2017.  Lulu has an 18% growth CAGR over the last 10 years, with it being higher in recent years.  My question is do we actually believe Lulu can't adapt to competitive pressures?  Or is 10% top line growth actually a good representation of their growth prospects?  My intuition is that the market takes short term trends or concerns and extrapolates them far into the future (where most of the value is), and therefore these concerns represent a longer term buying opportunity.  Yes the stock can always get cheaper in the near term, but from a 2-3 year perspective, this looks interesting.  Anything that I'm missing?  ",
  "label": "r/investing",
  "dataType": "post",
  "communityName": "r/investing",
  "datetime": "2024-05-22",
  "username_encoded": "Z0FBQUFBQm5Lak1STjZnNFJDSVNraVkyQXJIMWRiUDg2eFcwN3A2QkhXaWNlVFp3VTdiS3VwdkNBRHc2UXdTWXVBRFpIT0xFRE5qRlZxMjhwbGFRdmhHNnF5aWh6UWNsZHc9PQ==",
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}
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