LULULululemon Athletica Inc.
Conviction breakdown
By signal type
By stance
By conviction
By time horizon
The narratives
The presenter discusses Lululemon's struggles and expresses disappointment with its performance, indicating that it may not be the best investment choice at the moment. They highlight issues with valuation and competition.
The presenter indicates that Lululemon is also a poor investment this year, with many investors facing losses. This reflects a strong bearish sentiment.
The presenter discusses Lululemon as a significant part of Burry's portfolio, indicating a positive outlook based on its fundamentals.
The presenter compares Lululemon favorably to Nike, noting its lower future P/E ratio of 10, which suggests it may be a better investment opportunity despite both companies facing challenges.
The presenter suggests Lululemon is an easy target for downgrades, indicating a bearish sentiment.
Summaries and classifications are generated automatically by AI and are not reviewed by hand.
Conviction history
0 of 8 days measured · shaded = no mentions
Creator coverage
First in this window: Everything Money · Oct 6, 2026
| BTraderTV Live593k subs | 2 | 24.81 | BEAR | <1M |
| BThe Intrinsic Value Podcast152k subs | 1 | 23.79 | BEAR | 1–6M |
| BEverything Money418k subs | 1 | 12.59 | BULL | 6M+ |
| CBuy Hold Rant - Stocks and Investing88k subs | 1 | 11.93 | BULL | Not stated |
Video sources
| Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and MoreWatch on YouTube ↗ | The Intrinsic Value Podcast | Oct 18, 2026 | 23.79 |
| "Anybody That Bought It This Year Is Down"—How to Trade Bagholders! 🚨📉Watch on YouTube ↗ | TraderTV Live | Oct 7, 2026 | 14.32 |
| Every Stock Michael Burry is Buying Right Now + Latest MovesWatch on YouTube ↗ | Everything Money | Oct 6, 2026 | 12.59 |
| $NKE vs. $LULU: Both Down 77%, But Only One Looks Cheap.Watch on YouTube ↗ | Buy Hold Rant - Stocks and Investing | Oct 7, 2026 | 11.93 |
| Nasdaq & $NVDA Record Highs as Fed Minutes Loom Yields Rise! (VERTICAL) | Stock Market LiveWatch on YouTube ↗ | TraderTV Live | Oct 6, 2026 | 10.49 |