Lululemon Set For Strong Global Growth Despite Mixed US Trends: Analysts Eye China As Key Driver For 2024-2026 Expansion
Analyst Insights on Lululemon: JP Morgan's Matthew R. Boss projects strong growth for Lululemon, with North American revenues normalizing to a 12% CAGR by FY24 and international revenues expected to exceed 30% annual growth, reaching 35% of total sales by 2026. Goldman Sachs' Brooke Roach notes mixed signals, highlighting improved brand metrics but declining in-store traffic and sluggish sales.
Market Performance: LULU shares recently fell 0.41% to $269.28, as analysts anticipate the upcoming Shanghai Analyst Meeting will emphasize international growth potential, particularly in China, without new long-term financial targets being announced.
Trade with 70% Backtested Accuracy
Analyst Views on VFQY

No data
About the author

ETF Analysis: The Vanguard U.S. Quality Factor ETF (VFQY) has an implied analyst target price of $162.40, indicating an 11.09% upside from its current trading price of $146.19. Notable underlying holdings with significant upside include WD-40 Co, HNI Corp, and MRC Global Inc.
Analyst Target Justification: There are questions regarding whether analysts' optimistic target prices for these stocks are justified or if they may lead to future downgrades, suggesting the need for further investor research on recent company and industry developments.

Analyst Insights on Lululemon: JP Morgan's Matthew R. Boss projects strong growth for Lululemon, with North American revenues normalizing to a 12% CAGR by FY24 and international revenues expected to exceed 30% annual growth, reaching 35% of total sales by 2026. Goldman Sachs' Brooke Roach notes mixed signals, highlighting improved brand metrics but declining in-store traffic and sluggish sales.
Market Performance: LULU shares recently fell 0.41% to $269.28, as analysts anticipate the upcoming Shanghai Analyst Meeting will emphasize international growth potential, particularly in China, without new long-term financial targets being announced.
Vanguard Growth ETF: This ETF focuses on high-growth U.S. stocks, boasting a 137% total return over the last five years with a low expense ratio of 0.04%, making it ideal for growth-oriented investors despite its low dividend yield.
Vanguard U.S. Quality Factor ETF: Actively managed and focused on value investing, this ETF has generated a 94% return in the past five years with a slightly higher expense ratio of 0.13%, appealing to those who prefer value stocks, even though it has underperformed compared to the S&P 500.

Vanguard U.S. Quality Factor ETF Overview: The Vanguard U.S. Quality Factor ETF (VFQY) distinguishes itself from traditional market-cap weighted ETFs by using a rules-based approach to classify companies based on quality, focusing on metrics like return on equity and profitability rather than industry or stock price.
Investment Characteristics: With 364 holdings and a yield similar to the S&P 500, VFQY emphasizes a mix of growth and value stocks across various sectors, showcasing high-quality companies regardless of their market capitalization, although it has underperformed compared to the S&P 500 this year.







