Investment Q&A

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lululemon athletica inc. (LULU $198.51)
- $198.51 P/E (TTM): 13.12X Cap: $22.39B
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RH (RH $235.00)
- $235.00 P/E (TTM): 57.46X Cap: $4.02B
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Crocs Inc. (CROX $85.09)
- $85.09 P/E (TTM): 20.88X Cap: $4.58B
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Q: Good morning 5i team!

Your thoughts on LULU, RH and CROX? I bought them recently in expectation of a China tariff deal ultimately getting done. (NKE's Q results released today probably doesn't hurt sentiment). Are there any other names you would be interested in for a significant bounce?

Thanks as always.

Dave

Asked by David on July 03, 2025

5i Research Answer:

We think ATZ and GOOS could also bounce on some good trade news. We like CROX. The...

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in LULU, CROX.

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