Lululemon Athletica Inc. (LULU) – Product innovation on assortment creates demand

LULU opened 5 net new stores and completed 4 co located optimizations during the quarter. Traffic in
stores increased by more than 40%, while traffic to e commerce sites and apps increased by nearly 40% globally.

Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– CrispIdea Segment Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

–Income Statement
–Balance Sheet
–Cash Flow
–10 Year Historical Performance
–Ratio Analysis
–Du Pont Analysis
–ROIC & ROCE Analysis
–Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages : 37