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JB Global Capital: Lessons from Lululemon’s (LULU) Investment Case
['Soumya Eswaran', 'Tue', 'August', 'At Pm Gmt', 'Min Read']
Yahoo Finance
In its Q2 2026 investor letter, JB Global Capital highlighted Lululemon Athletica Inc. (NASDAQ:LULU).
On August 10, 2026, Lululemon Athletica Inc. (NASDAQ:LULU) closed at $127.80 per share.
The one-month return of Lululemon Athletica Inc. (NASDAQ:LULU) was 8.93%, and its shares lost 33.76% over the past 52 weeks.
JB Global Capital stated the following regarding Lululemon Athletica Inc. (NASDAQ:LULU) in its Q2 2026 investor letter:"In September 2025, I published Investment Case: Lululemon Athletica Inc. (NASDAQ:LULU), calling the stock compelling value at $162 per share.
While we acknowledge the potential of Lululemon athletica inc. (NASDAQ:LULU) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.