Lululemon: Bernstein upgrades stock, sees consumer recovery

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Bernstein analyst Aneesha Sherman has upgraded Lululemon (LULU) to Outperform from Market Perform. Her optimistic outlook for 2025 is driven by an anticipated turning point in the company's Americas business, supported by increased spending from higher-income consumers.

Wealth! anchors Seana Smith and Brad Smith dive into the details, discussing Sherman's outlook on the broader athletic wear market.

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This post was written by Angel Smith