LULU · Lululemon Athletica Inc

Back to holdings

lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China Mainland, Hong Kong, Taiwan, Macau, and internationally. It offers pants, shorts, tops, and jackets for athletic activities, such as yoga, running, training, and other activities. The company also provides fitness-inspired accessories.

Close · 3M

-15.24%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals15

Win rate67% (10/15)

Avg buy return+1.53%

BUZZno longer held28 signals

BUZZ · Exit · 1d

weight 0.340% → 0 (exited)·stock up 2.0% in the 30 days before

Aug 20·entry $115.69·now $120.07

+3.79%

since Aug 20

BUZZ · Weight decrease · 3d

weight 0.370% → 0.330% (-0.040 pp)·stock up 1.8% in the 30 days before

Aug 13·entry $119.56·now $120.07

+0.43%

since Aug 13

BUZZ · Weight decrease · 2d

weight 0.370% → 0.340% (-0.030 pp)·stock up 3.0% in the 30 days before

Aug 12·entry $120.87·now $120.07

-0.66%

since Aug 12

BUZZ · Weight increase · 3d

weight 0.330% → 0.390% (+0.060 pp)·stock up 4.1% in the 30 days before

Jul 29·entry $119.03·now $120.07Fresh

+0.87%

since Jul 29

BUZZ · Weight increase · 2d

weight 0.330% → 0.380% (+0.050 pp)·stock up 2.3% in the 30 days before

Jul 28·entry $120.32·now $120.07Fresh

-0.21%

since Jul 28

BUZZ · Weight decrease · 3d

weight 0.360% → 0.330% (-0.030 pp)·stock up 7.5% in the 30 days before

Jul 22·entry $113.37·now $120.07

+5.91%

since Jul 22

BUZZ · Weight decrease · 2d

weight 0.360% → 0.340% (-0.020 pp)·stock up 4.3% in the 30 days before

Jul 21·entry $116.63·now $120.07

+2.95%

since Jul 21

BUZZ · Sudden change · 1d

weight 0.990% → 0.360% (-0.630 pp)·stock up 2.2% in the 30 days before

Jul 16·entry $118.79·now $120.07

+1.08%

since Jul 16

BUZZ · Accumulation · 5d

weight 0.930% → 0.990% (+0.060 pp)·stock down 1.1% in the 30 days before

Jul 15·entry $117.42·now $120.07Drifting

+2.26%

since Jul 15

BUZZ · Accumulation · 5d

weight 0.940% → 1.010% (+0.070 pp)·stock up 1.2% in the 30 days before

Jul 13·entry $120.30·now $120.07Fresh

-0.19%

since Jul 13

BUZZ · Accumulation · 5d

weight 0.920% → 0.980% (+0.060 pp)·stock down 1.7% in the 30 days before

Jul 10·entry $119.26·now $120.07Fresh

+0.68%

since Jul 10

BUZZ · Accumulation · 5d

weight 0.890% → 0.970% (+0.080 pp)·stock down 6.4% in the 30 days before

Jul 2·entry $118.43·now $120.07Fresh

+1.38%

since Jul 2

BUZZ · Accumulation · 5d

weight 0.840% → 0.940% (+0.100 pp)·stock down 11.9% in the 30 days before

Jul 1·entry $116.40·now $120.07Drifting

+3.15%

since Jul 1

BUZZ · Weight decrease · 2d

weight 0.980% → 0.920% (-0.060 pp)·stock down 13.0% in the 30 days before

Jun 30·entry $114.18·now $120.07

+5.16%

since Jun 30

BUZZ · Accumulation · 5d

weight 0.480% → 0.930% (+0.450 pp)·stock down 13.0% in the 30 days before

Jun 29·entry $114.29·now $120.07Drifting

+5.06%

since Jun 29

BUZZ · Accumulation · 5d

weight 0.490% → 0.980% (+0.490 pp)·stock down 10.3% in the 30 days before

Jun 26·entry $117.57·now $120.07Drifting

+2.13%

since Jun 26

BUZZ · Accumulation · 5d

weight 0.480% → 0.950% (+0.470 pp)·stock down 12.0% in the 30 days before

Jun 25·entry $112.06·now $120.07Drifting

+7.15%

since Jun 25

BUZZ · Weight increase · 2d

weight 0.840% → 0.940% (+0.100 pp)·stock down 11.1% in the 30 days before

Jun 24·entry $113.09·now $120.07Drifting

+6.17%

since Jun 24

BUZZ · Sudden change · 1d

weight 0.480% → 0.870% (+0.390 pp)·stock down 6.2% in the 30 days before

Jun 18·entry $111.77·now $120.07

+7.43%

since Jun 18

BUZZ · Weight decrease · 2d

stock down 4.0% in the 30 days before

Jun 15·entry $116.21·now $120.07

+3.32%

since Jun 15

BUZZ · Weight increase · 3d

stock down 5.9% in the 30 days before

Jun 10·entry $118.93·now $120.07Fresh

+0.96%

since Jun 10

BUZZ · Weight increase · 2d

stock down 7.5% in the 30 days before

Jun 9·entry $121.36·now $120.07Fresh

-1.06%

since Jun 9

BUZZ · Weight decrease · 2d

stock down 13.5% in the 30 days before

Jun 5·entry $114.23·now $120.07

+5.11%

since Jun 5

BUZZ · Weight increase · 2d

stock down 22.4% in the 30 days before

May 21·entry $126.76·now $120.07Fresh

-5.28%

since May 21

BUZZ · Weight decrease · 2d

stock down 22.9% in the 30 days before

May 11·entry $126.34·now $120.07

-4.96%

since May 11

BUZZ · Weight decrease · 7d

stock down 14.1% in the 30 days before

May 6·entry $132.04·now $120.07

-9.07%

since May 6

BUZZ · Weight decrease · 6d

stock down 16.6% in the 30 days before

May 5·entry $130.21·now $120.07

-7.79%

since May 5

BUZZ · Weight decrease · 5d

stock down 17.2% in the 30 days before

May 4·entry $128.98·now $120.07

-6.91%

since May 4

PQUSno longer held2 signals

PQUS · Exit · 1d

weight 0.030% → 0 (exited)·stock down 10.3% in the 30 days before

Jun 26·entry $117.57·now $120.07

+2.13%

since Jun 26

PQUS · New entry · 1d

stock down 26.9% in the 30 days before

May 16·entry $120.26·now $120.07Fresh

-0.16%

since May 16

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of May 18

The AI ETF activity for Lululemon is mixed, with PQUS initiating a new, albeit small, position while BUZZ shows a consistent trend of decreasing its weight. This contrasts with the framework's 'Fail' verdict, which arises from insufficient data to confidently assess key stages like management, financial health, and margin of safety. While AI models might rely on different signals, this analysis indicates a lack of the comprehensive fundamental information required for a Buffett-style investment.

Circle of CompetenceThe established brand and direct-to-consumer model provide a foundation for reasonably projecting unit economics and cash flows over the long term, despite operating in a consumer discretionary sector.
Economic MoatLululemon exhibits strong brand power and a loyal customer community, which serve as a durable economic moat protecting its premium pricing and market share.
ManagementInsufficient data is provided to adequately assess management's candor, capital allocation discipline, or alignment of interests.
Financial HealthThe provided financial data is insufficient to assess the required 10-year average ROE, historical operating margins, debt profile, and owner earnings.
Margin of SafetyWithout a conservative estimate of intrinsic value derived from projected cash flows, it is impossible to determine if the current price offers a margin of safety.

Lululemon successfully passes the 'Circle of Competence' and 'Economic Moat' stages due to its strong brand and predictable unit economics. However, crucial data gaps regarding management's capital allocation, historical financial health, and a clear margin of safety prevent a complete assessment. Therefore, the company receives a 'Fail' verdict within this framework, as not all investment criteria could be satisfied.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.