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  • 1. lululemonathleticaA Look into 2012

2. Meet LULU http://bloom.bg/vZ0k4P#ooid=gyb2g1NDpH5XHXwELNDM92chibNaEj46 3. Why LULU? History of growth Outperforming our competition Outperforming performance standards Potential for growth Whos in already 4. GROWTH: Historical Heights1000.8391000 800711.704$ Thousands 600452.898 353.488 400 272.713184.063 200121.847 30.84239.363 58.281 0 20082009 20102011 2012 Net IncomeNet Revenue 5. COMPETITIVE STRENGTHSbibbity Premium Active Brandbobbity Distinctive Retail ExperiencebooInnovative Design Process Culture of Training & Personal GrowthCommunity-Based Marketing Excellent Management 6. Outperforming the Competition605040 Market Cap30 Debt to Equity20 ROIC10 0 LULU Adidas Gap Nike UA 7. Outperforming the Competition10 9 8 7 6 RNOA 5 NOPM 4 NOAT 3 2 1 0 LULU Adidas Gap Nike UA 8. LULU v. S&P 500 Performance 27-Jul-07 3-Feb-08 1-Feb-09 31-Jan-10 30-Jan-11 lululemon athletica inc $100.00 $124.64$24.29 $100.86 $245.04 S&P 500 Index $100.00 $ 95.65$56.61 $ 73.61 $ 87.48 S&P Retail Index$100.00 $ 87.67$53.70 $ 82.13 $103.04NASDAQ Index 9. Our Numbers for Your Analysis LOW Avg. Inventory Turnover LOW Avg. Days Outstanding LOW PPE Turnover NO debt NO Off-Balance Sheet Financing 10. Some Risks Cost of Materials silverescent line(includes silver threading) Ability to maintain inventory and distributionchannels Ability to meet technology needs of expandinge-commerce and information systemsThomson Reuters 11. The Future is Bright 12. The Future is Bright2.5 2$ dollars1.5Due to heavy capitalizationneeded to fund growth 1 EPS0.5 02009 2010 2011 2012 20132014Source: Thomson Reuters 13. The Future is Bright PROJECTED EPS 150% 130% NIKE 110% 90%UA 70%% Growth 50%GAP 30% 10%ADIDAS -10% -30%Due to heavy capitalizationLULU needed to fund growth -50% 09-10 10-1111-1212-13 13-14 YearSource: Thomson Reuters 14. The Future is BrightOpening Additional 37 Corporate StoresRepurchased FranchiseesExpanding to London, Australia & Southeast AsiaFocus on E-Commerce Business Revenue has doubled each year since 2009Source: Thomson Reuters 15. Whos Already In? ARE WE STILL DOING THIS? 16. CHA-CHINGGG 17. 77.06 + 1.76