Lululemon Set For Strong Global Growth Despite Mixed US Trends: Analysts Eye China As Key Driver For 2024-2026 Expansion
Portfolio Pulse from Lekha Gupta
Analysts are optimistic about Lululemon's international growth, particularly in China, despite mixed trends in the US market. JP Morgan and Goldman Sachs analysts have differing views on the company's short-term prospects, with a focus on the upcoming Shanghai Analyst Meeting.
October 07, 2024 | 5:48 pm
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POSITIVE IMPACT
Pacer US Cash Cows Growth ETF provides exposure to Lululemon, which is expected to benefit from international growth despite mixed US trends.
BUL includes Lululemon, which is expected to see growth driven by international markets, particularly China. This could positively impact the ETF's performance.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Lululemon is expected to see strong international growth, particularly in China, despite mixed US trends. Analysts have differing views on short-term prospects, with JP Morgan being more optimistic than Goldman Sachs.
JP Morgan sees strong international growth, particularly in China, driving Lululemon's revenue. Despite mixed US trends, the focus on international markets, especially China, is expected to boost Lululemon's growth. The upcoming Shanghai Analyst Meeting may provide further insights.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Vanguard U.S. Quality Factor ETF includes Lululemon, which is poised for international growth, potentially benefiting the ETF.
VFQY holds Lululemon, which is expected to grow internationally, especially in China. This growth could positively influence the ETF's performance.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50