The creator mentions buying Kohl's in Q2 2025 at a low valuation (2x free cash flow) despite operational struggles and a poor chart, contrasting it with Lululemon's current situation.
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Lululemon CRASHING, What I'm Doing - LULU Stock Analysis
Sep 4, 2026
The creator discusses Lululemon's significant stock price drop following its earnings report, noting the stock is down over 80% from its peak. While the creator previously owned LULU and had a thesis based on international growth and a strong balance sheet, they now find the current results concerning, particularly the decline in same-store sales and the impact of a tariff refund on reported earnings. The creator does not currently own the stock.
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Lululemon's stock has crashed significantly after earnings, and while the creator previously owned it based on international growth and a strong balance sheet, they are not currently in a position and are evaluating the current risk-reward.
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