Lululemon一_老虎社区_美港股上老虎

Lululemon一直是我的观察仓，真觉得太贵了没法出手，但也眼睁睁看着一步步涨上去了（well...），主要有几个原因：（1）增速不到20%，之前如何给50x的P/E？这个品牌溢价有点过于高了；（2）国际市场的天花板确实很高，但公司的扩张速度似乎不是很激进，反而导致其增速比较慢，那么如何支撑这个估值？ $lululemon athletica(LULU)$

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