Nike's stock has a P/E ratio of 30, which is significantly higher than Lululemon's, and Bill Ackman is no longer betting on it.
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Lululemon Stock - Final Call
Value Investing with Sven Carlin, Ph.D.Apr 15, 2026
The creator discusses Lululemon's stock, noting its current low P/E ratio of 11 compared to Nike's 30, suggesting it might be a value investment. Despite a decline in the US market and decreased gross margins, international growth and potential buybacks are mentioned. The creator highlights inventory concerns and the need for a new CEO, but ultimately suggests that for investors willing to bet on a turnaround, now might be the time, though they personally are not investing due to a lack of interest in the fashion industry.
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Lululemon's stock, trading at a P/E of 11, may be a value investment opportunity despite recent declines and inventory issues, with potential for a turnaround under a new CEO.
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