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Lululemon price target raised to $455 from $430 at Baird

Baird raised the firm’s price target on Lululemon to $455 from $430 and keeps an Outperform rating on the shares. The firm said its Q2 results and FQ3/F2023 guidance were ahead of expectations, further evidence of durable brand momentum in the face of a weakening US consumer backdrop. The US is decelerating against very tough comparisons but strong growth internationally speaks to the increasing importance of emerging markets to the story.

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