I have made brief observations about consumer-retail stocks, including buying Ulta shares and questioning whether Lululemon’s falling stock price reflects a mispricing. These posts capture impressions and questions, not a detailed valuation analysis.
On May 19, 2025, I said I bought some Ulta shares that day. I said LVMH owns Sephora, so I could not buy Sephora, and described Ulta as just as good in my opinion. I liked it as a retail and e-commerce play. I gave no share quantity or purchase price; the post linked https://t.co/C21KlrZOPX.
A May 29, 2025 post rhetorically suggested that anyone with women in their life should own ULTA stock. The captured content does not identify the author, give an investment rationale, or provide further context; it linked https://t.co/BZ9RXHFiOx.
On November 23, 2025, I observed that Lululemon traffic was going up while its stock price continued to go down, even as the activewear market continued to soar. I asked whether Lululemon was mispriced, but gave no traffic figures, stock-price data, or valuation analysis. The post linked https://t.co/Vda320yjxK.
On December 6, 2025, I questioned how QVC could reportedly be doing $60-100 million per month while being valued at $77 million. The post also quoted @ariesnotebook, who claimed a new $27,000,000-per-month TikTok Shop record and said QVC was on a tear. That quoted figure and characterization were @ariesnotebook’s, not my independently verified claims. The capture does not establish the source or basis for the monthly-revenue and valuation figures, or provide details about the TikTok Shop record; it linked https://t.co/pT0a0pKMJL and https://t.co/OkH9rQSBDx.
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