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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: InParadise ⎊☼  😊 😞
Number: of 1198 
Subject: Re: LULU
Date: 02/07/26 1:58 PM
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No. of Recommendations: 1
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 ;-)
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This community has written 1,188 posts about Falling Knives. The article-length ones it recommended most:
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