Am I Catching a Falling Knife?
Am I Catching a Falling Knife?
Dave Jones
Lululemon Stock CRASH! Is LULU a Falling Knife or a Buy Opportunity?
6 minutes Posted Aug 12, 2025 at 4:15 am.
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Show notes

Is Lululemon (LULU) stock in freefall—or is this the perfect time to buy the dip? In this episode of Am I Catching a Falling Knife?, Dave breaks down the recent 13.92% drop in LULU’s share price and dives deep into the numbers behind the headlines. From softening U.S. consumer spending to tariff impacts, we quantify the narrative and estimate a potential -10.4% hit to quarterly earnings. Using DCF and PEG models, we explore LULU’s true valuation and share custom buy levels for investors watching this volatile stock.


📉 Topics Covered:


LULU’s business breakdown


Revenue and margin impact analysis


Operating leverage explained


DCF vs PEG valuation



⚠️ Not financial advice. Always do your own research.


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