1Semana·

LULU

Market priced $14–15 EPS for $LULU (+0,64 %) , but mgmt now guides ~$13.

At ~$170 → P/E ≈ 13x.

Confirms the slowdown (US softness + China tariffs).

The old “discount” case ($270–300 fair value) no longer holds with new EPS base.

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