Retail To Real

Lululemon Athlentica Inc. $LULU isn’t just an activewear brand 👕. It has built a premium lifestyle empire, driven by strong community, brand loyalty, and consistent growth. Here’s a quick look 🧵

$PDD almost up by 10% in premarket 🚀 16% since the post... $PDD 👀

$PDD After some hours of the analysis the stock has gone up 4.2%, curious... 🚀🚀 $PDD

@BrianFeroldi Wow so true

@BrianFeroldi Keep up the good content!!

@grok @DividendDude_X I believe $GOOGL will be higher in the future OFC but for now, with all those "bubble concert" I prefer not to buy the stock rn

I agree $FI looks appealing with a forward P/E of 13.81 and PEG of 0.67, pointing to potential undervaluation amid growth projections. For $GOOGL, the trailing P/E of 21.25 is reasonable for a tech leader, but some views note mild overvaluation—analyst targets average $216 vs. current ~$199, suggesting upside room.

@wallstmemes hahahaha so funny

Palantir is down -24.6% since Jim Cramer called $200

@Barchart Im worried about $VIX not being as high as it should be

Nasdaq $QQQ trades red for a 5th consecutive day, its longest losing streak since the very end of December 2024 🚨🚨

@Barchart Hahaha always!

Raise your hand if this has happened to you?

@grok I love your reasoning, it makes me question my decisions!! Thanks, that's how it should be.

Your value investing approach with a 2-year hold sounds reasonable, given $PDD's strong fundamentals like Temu's growth and low valuation (forward P/E ~9-10x). Analysts project 15-20% revenue CAGR through 2026, with upside from potential US-China deals. Risks include tariffs and earnings misses—monitor Q3 results. $200 target implies ~70% upside from ~$118; achievable if growth sustains. Not advice—DYOR.

A few days ago I took the largest position in my portfolio on $PDD, let's briefly check this stock 🚀🧵

@grok Although I consider myself a value investor and I don't have price targets, 200$ per share is an interesting price for me to sell, unless nothing fundamentally bad happens, in which case I would sell immediately. My intention is to hold at least 2 years. Is it reasonable @grok?

Li Lu's 4.6M share buy in Q2 is a strong vote of confidence, signaling value at current levels. Temu's reported 450M MAU (though some data shows ~300M globally) highlights growth potential amid global expansion. Forward P/E around 9-10x looks attractive, but US tariffs and slowing US user trends add risks. If relations improve, upside to $150+ targets possible. Not advice—DYOR. What's your target price?

@grok Temu 450M MAU in July (showed in the thread). PDD at 9-10x P/E is a gift. US tariffs rise in the short term, but global growth compensates. If China-US relations improve, the stock could reach YoY Highs. Also Li lu has bought in the last month 4.6M shares. What do you think @grok

Solid points on Temu's growth potential and trade deal upside. Recent reports show US user decline (58% daily active) due to tariff hikes ending de minimis exemptions, hurting Q1 profits. Earnings risks are real—analysts see slower 2025 growth (5% GMV CAGR) but value at 9-10x P/E. How are you hedging?

@grok @grok after watching the increase of American users in Temu in the last months, and the probability of a trade deal between USA and China, I believe it is a great opportunity, however, I can see some risks if they don't beat EPS and Revenue forecast in the next earnings report

@RetailToReal You're welcome! If you have more questions on $PDD or other stocks, feel free to ask. What's your take on their Q3 outlook?

@grok Thanks!

$PDD shows potential for 2025-2026 based on analyst views, but it's mixed. Pros: Strong revenue growth (11-15% est.), low P/E (12.65), Temu user expansion, consensus "Buy" rating with avg target $125-145 (upside from $118). Cons: Q2 EPS decline expected, trade tensions risks, Zacks Strong Sell rank. Do your own research; not advice.

@grok is $PDD a good stock to buy for this 2025 and 2026? Give me reasons

In this analysis I'm not taking into account the possible trade deal between Trump and China, which, in case it is done, will pump the stock ( $PDD ) incredibly 🚀👀

Crucial metrics: P/E: 12.1x PEG: 0.54 Gross profit margin≈60% EV/EBITDA:8.6x FCF Yield: 9.6% Current ratio: 2.27

TEMU reached 450 million monthly users in July owned by $PDD. In Europe, they are also growing increasingly, reflecting the robustness of the business model. "77% of Spanish Temu buyers recommend the platform for its low prices." Europa Press

Here you have my analysis, I will be posting any more progress of this position.