How Everything Money’s view on $LULU changed

2026-09-21
“If You’re a Lululemon Shareholder… Get Ready! $LULU”
LULU is undervalued but excluded from portfolio due to uncertainty about long-term brand survival.

Lululemon's stock was worth $516 and everyone absolutely loved it. Today, the stock plummeted to below $96, a staggering 81% drop from its all-time high.

At a time when it was expensive and popular, everyone wanted to get a share of it. Now that it has become cheap and hated, hardly anyone wants it, except for one man, Michael Perry, the legend of "The Big Short," who is buying more of it as we speak .

2026-09-14
“Every Stock Michael Burry Is Buying Right Now! (3 Major Moves)”
LULU is not dead; despite headwinds and slowing sales, its financial quality (low multiple, high ROIC) supports a potential 21% IRR if it stabilizes.

The headline is Lululemon, the yoga pants company. Bur didn't just buy a little. He made it his largest position estimated around 17% of his entire portfolio.

In his own words, he called it the trickster in my portfolio. when he said, and I quote, "This time the trickster is my largest position." Then Lululemon reported a genuinely awful quarter and the stock crashed below $100.