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Magic Markets Ep141: Lululemon and Ulta Beauty

2023-09-06T20:59:53+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 Beauty2023-09-06T20:59:53+02:00

Ulta: Skin Deep or Deep Pockets?

2023-04-06T00:40:51+02:00

There's a big difference between a great company and a great investment. Ulta Beauty plays in the most lucrative retail categories of all, yet the share price seems to be ignoring management's warnings of normalising margins. Where does this leave the risk-reward setup?

Ulta: Skin Deep or Deep Pockets?2023-04-06T00:40:51+02:00

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