Subject: Re: Fallen knives compared
For what it is worth, more than half the women in my gym still sport the omega logo. I only occasionally see their newer competitors’ logos. I think their brand value still endures. And all the discounting in outlet stores, probably earned them a few new customers, who might have found their products too pricey earlier.
My daughter teaches Pilates part time, and gets a discount at Lululemon, she is home for spring break and I noticed she was wearing a new brand...Aritzia
Just one data point... (I own a few LULU shares)
tecmo
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