
Rate Of Return$Lululemon(LULU.US) Congratulations to Lulu for breaking through the 200 mark! And congratulations to me too. I've roughly looked at the minutes, and it's pretty much in line with my judgment. Black Friday traffic hit a new high, but honestly, I'm still not very satisfied with the current price. There are two key points in the next month: one is the Christmas promotion, and the other is ICR. Both are worth looking forward to. Management, as usual, has set lower guidance expectations. Personally, I think the Christmas promotion will maintain excellent traffic, and ICR might raise Q4 expectations (they did this last year), so I believe there's still room for growth in December and January.
PS: 1. Lulu's EPS guidance is absolutely fake or extremely conservative—management is being sneaky as hell. There's a high chance they'll raise expectations again in January, depending on how the Christmas promotion goes.
2. This stock is heavily manipulated by institutions, and the holding experience is terrible. I suggest you understand Lulu's fundamentals well to build conviction, or it'll be hard to capture more gains.
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