lululemon athletica inc. (LULU): A Bull Case Theory
We came across a bullish thesis on lululemon athletica inc. on Sunrise Capital’s Substack. In this article, we will summarize the bulls’ thesis on LULU.
Lululemon Athletica Inc. (LULU)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 2,044,500 | $485,732,310 | +54% | 0.08% | |
| 2. | 1,724,000 | $409,587,920 | +7% | 0.07% | |
| 3. | Diamond Hill Capital Ric Dillon | 1,206,003 | $286,522,193 | +7% | 1.32% |
| 4. | Southpoint Capital Advisors John Smith Clark | 750,000 | $178,185,000 | 4.49% | |
| 5. | Point72 Asset Management Steve Cohen | 636,721 | $151,272,175 | +137% | 0.3% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $260.00 | 4,000 | $1,040,000.00 | 89,922 | 2024-09-03 | Filing | |
| $389.00 | 3,000 | $1,167,000.00 | 89,445 | 2024-03-27 | Filing | |
| $389.98 | 200 | $77,996.00 | 200 | 2024-03-26 | Filing | |
| $389.75 | 300 | $116,925.00 | 500 | 2024-03-26 | Filing | |
| $387.90 | 200 | $77,580.00 | 200 | 2024-03-26 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $178.00 | 615 | $109,470.00 | 8,993 | 2025-09-30 | Filing | |
| $236.33 | 5,072 | $1,198,682.50 | 110,564 | 2025-06-27 | Filing | |
| $235.54 | 21,977 | $5,176,543.89 | 115,636 | 2025-06-27 | Filing | |
| $387.11 | 2,022 | $782,735.41 | 6,198 | 2024-12-26 | Filing | |
| $409.64 | 1,959 | $802,484.76 | 12,429 | 2024-12-09 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 475,957 | $84,687,029 | 0.21% | |
| 2. | 222,336 | $39,560,245 | 0.06% | |
| 3. | 123,311 | $21,940,726 | 0.03% | |
| 4. | 122,086 | $21,722,762 | 0.16% | |
| 5. | 102,750 | $18,282,308 | 2.38% |
News See All
Jefferies Cuts Lululemon Athletica Inc. (LULU) Price Target Even as Wall Street Expects Sales Growth
Lululemon Athletica Inc. (NASDAQ:LULU) is one of the top stocks in Michael Burry’s stock portfolio.
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What Makes Lululemon Athletica (LULU) a Compelling Bet?
JB Global Capital, an investment management company, released its third-quarter 2025 investor letter. A copy of the same can be downloaded here.
Jefferies Reiterates a Sell Rating on Lululemon Athletica (LULU)
Lululemon Athletica Inc. (NASDAQ:LULU) is one of the most undervalued retail stocks to invest in.
Lululemon Athletica (LULU) Fell on the De Minimis Application of Tariffs
Middle Coast Investing, an investment advisor firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
13 Most Undervalued Retail Stocks to Invest In
CNBC reported on September 19 that retail companies are employing a “tariff arbitrage strategy” in their supply chains as a means to keep costs down for consumers and reduce tariff bills.
Needham Downgrades Lululemon Athletica Inc. (LULU) to Hold
On September 25, Needham downgraded Lululemon Athletica Inc. (NASDAQ:LULU) to Hold, warning that growing challenges were offsetting its strong brand and 59.1% gross margins.
Lululemon Athletica (LULU) Slid Amid Sales Slowdowns
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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According to Reuters, U.S. stock index futures increased on September 29.
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