Lululemon

Magic Markets #219: Trade Wars and Trading

Magic Markets2025-04-09T19:42:34+02:00

With the markets all over the place and practically impossible to predict, Moe is busy with a day-trading strategy and Ghost has bought a few dips, ranging from technology through to golf. Is there method in this madness? What is really going on out there? And should we be thinking more and more about China? Volatility can be wild, but it's also a key feature of the markets and a very exciting time for those who like to see action on the screens. In this episode, our passion for the markets really shines through. We invite you to join us.

Magic Markets #219: Trade Wars and TradingMagic Markets2025-04-09T19:42:34+02:00

Magic Markets #218: Consumer Conundrum

Magic Markets2025-04-02T11:53:26+02:00

The first quarter of the year was an unhappy one for most consumer stocks. Tariffs are top of mind, as is the pressure that many brands have been facing in China. Inflation is a risk and consumer sentiment is weak. Against this backdrop, is there opportunity in this sector, or is it better to sit this one out and let the volatility do its thing? And does it make a difference to look at discretionary vs. defensive stocks?

Magic Markets #218: Consumer ConundrumMagic Markets2025-04-02T11:53:26+02:00

Lululemon: Building a Brand

Magic Markets2024-12-11T22:15:12+02:00

Lululemon started life as a Yoga brand. These days, it looks more like an early-stage Nike, with new product launches targeting various sports. They also have a growing men’s range, as well as an enviable global expansion track record. Lululemon is a force to be reckoned with, but that’s why it trades at such high multiples. With the share price having turned the corner after a tough year, is there still an opportunity to climb in?

Lululemon: Building a BrandMagic Markets2024-12-11T22:15:12+02:00

Magic Markets Ep181: The Real-World DD: EVs, Sephora, Topgolf and more

Magic Markets2024-06-26T22:47:22+02:00

Listen to the show here: Description: With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some of the brands and business models that have been researched in Magic Markets Premium. It's one thing doing desktop research. It's another thing walking through a Sephora store or swinging a club at Topgolf. Mohammed Nalla lives in Canada so he's already had this experience for some time now, leading to an insightful discussion. And let's not forget EVs, which are always a bone of contention on Magic Markets. Having seen [...]

Magic Markets Ep181: The Real-World DD: EVs, Sephora, Topgolf and moreMagic Markets2024-06-26T22:47:22+02:00

Lululemon: A Blip or a Break?

Magic Markets2024-06-12T18:17:48+02:00

Lululemon is a case study in not just retail, but the value of building out communities in the customer base and delivering omni-channel to a high standard. There's no debate here on whether this is a good business. But of course, investing is about what you get and what you pay for it. With the recent slowdown at Lululemon, the high valuation multiple suffered a nasty unwind. Is this the opportunity for investors to jump in at a better price point, or is caution still needed?

Lululemon: A Blip or a Break?Magic Markets2024-06-12T18:17:48+02:00

Magic Markets Ep168: Lululemon and FedEx

Magic Markets2024-03-28T00:36:15+02:00

FedEx and Lululemon have both been covered and recapped on Magic Markets Premium before. We love circling back and revisiting companies that we’ve researched before, as the feedback loop is so important when testing how an investment thesis played out. Join us in this week's free show for an update on the latest company news and our updated views.

Magic Markets Ep168: Lululemon and FedExMagic Markets2024-03-28T00:36:15+02:00

Magic Markets Ep155: Lululemon and SA Fashion Retail

Magic Markets2023-12-10T20:23:44+02:00

Welcome to episode 155 of Magic Markets. This week, we’re talking about fashion retail. Moe is representing the global north with his choice of athleisure brand Lululemon, while Ghost is keeping things more general with a selection of South African fashion retail brands including The Foschini Group and Mr Price.

Magic Markets Ep155: Lululemon and SA Fashion RetailMagic Markets2023-12-10T20:23:44+02:00

Magic Markets Ep141: Lululemon and Ulta Beauty

Magic Markets2023-09-06T20:59:53+02:00

Welcome to episode 141 of Magic Markets. In this episode, we dug through the latest earnings transcripts of two intriguing global companies: Lululemon and Ulta Beauty. Lululemon, the pioneer of athleisure, is known for its premium yoga pants and impressive growth. Ulta Beauty, often compared to South Africa's Clicks, offers a range of health and beauty products. It all looks good on paper – but will these companies keep riding the wave, or end up splashing in the shallows? Join us on the podcast! Have we piqued your interest? Are you hungry for more? If so, you can opt in for more insights when you sign up for Magic Markets Premium for just R99/month.

Magic Markets Ep141: Lululemon and Ulta BeautyMagic Markets2023-09-06T20:59:53+02:00

Recap: Levi’s and Lululemon

Magic Markets2022-12-21T23:52:25+02:00

Use the podcast player below to listen to our recap on Levi's and Lululemon's recent results, which accompanies the detailed write-up below: (Date of report: 22 December 2022) They both start with the letter L. They are both retailers. They both sell directly to consumers. There are other similarities too, as we will discover. In this recap show, we update our research on Lululemon and Levi’s, two iconic clothing brands that trade at vastly different valuation multiples. Facing a critical Christmas period with full shelves and consumers under pressure, it’s all to play for. We covered Lululemon back in April (read [...]

Recap: Levi’s and LululemonMagic Markets2022-12-21T23:52:25+02:00

Magic Markets Ep78: A sneak peak at Premium

Magic Markets2022-06-01T23:47:25+02:00

With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks. For example, we now know that Lululemon has an incredibly strong brand and direct-to-consumer strategy, with the next results due on 2nd June. We’ve also covered brands like Nike and Starbucks, which have had a tough time recently. In the search for defensive stocks, we’ve previously highlighted Pepsico and Visa as solid companies. Both have comfortably beaten the market this year, down between 3% and 4% in 2022. Simon Property Group is the kind of business that many would choose as a defensive stock, [...]

Magic Markets Ep78: A sneak peak at PremiumMagic Markets2022-06-01T23:47:25+02:00

Sign up for our newsletter

QUICK LINKS

YOUR ACCOUNT

MEMBERSHIP

Title