Lululemon

Lululemon

Lululemon Jonathan Poland

Lululemon Athletica (LULU) is a Canadian athletic apparel retailer, best known for its high-quality yoga and workout clothing. The company was founded in 1998 by Chip Wilson in Vancouver, British Columbia. Lululemon’s initial focus was on designing stylish and functional yoga clothing for women, but it has since expanded to offer a wide range of athletic wear for both men and women.

Lululemon’s products are known for their premium materials, stylish designs, and attention to detail. The brand has built a strong following and loyal customer base, largely due to its emphasis on quality and performance. The company’s signature fabric, called Luon, is a blend of nylon and Lycra that is moisture-wicking, breathable, and stretchy, allowing for optimal comfort during exercise.

as of April 13, 2023
Great business, horrible price. Lululemon’s growth story is second to none in apparel retail.  It’s been on fire since it got started, growing 20,000% in the last 20 years from $40 million in sales to more than $8 billion last year. Another big positive is the ability to convert retained earnings into high market capitalization. Lulu has done this very well with every $1 in retained generating $19 in value. That said, the current price is not ideal.

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Key Bridge

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Business is the lifeblood of progress and you are the driving force regardless of where you fit in the value chain. People drive profit by bringing useful products and services to market. Profit drives progress by allowing the best ideas to emerge and the best investments to win.

This is the cycle of capital that moves the world forward and that’s why I started Key Bridge, a private membership for the pursuit of profit and progress, a platform for building better assets, tackling global challenges, and advancing the greater good.

Key Bridge

People. Profit. Progress.

Business is the lifeblood of progress and you are the driving force regardless of where you fit in the value chain. People drive profit by bringing useful products and services to market. Profit drives progress by allowing the best ideas to emerge and the best investments to win.

This is the cycle of capital that moves the world forward and that’s why I started Key Bridge, a private membership for the pursuit of profit and progress, a platform for building better assets, tackling global challenges, and advancing the greater good.