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Investment Strategies / Falling Knives
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Author: tecmo   😊 😞
Number: of 1023 
Subject: Re: LULU
Date: 02/08/26 11:15 AM
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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.

This would be a huge mistake IMO. Travel clothing is not a market category that people associate with the brand and it would just dilute it. They have terrific stores and that is what they need to keep leaning into, the lifestyle that their customers are aspiring too.

tecmo
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