Subject: Re: LULU
No more focus, no more being unique, no more moat --- like LULU.

So much of their development money seems to go to creating new fabrics, so why not use those great fabrics and great quality to extrapolate their offerings to travel. Put it under a different label if worried about losing their OGs. Get more profit from the great fabrics they develop. Their fabric is what makes them unique. Design is easily copied and done all the time.

If sharks stop swimming, they die. Same for companies. Adaptation and squeezing more profits from investment is where it is at.

IP,
who never needed a label on clothes to tell me I was sexy ;-)