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Investment Strategies / Falling Knives
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Author: tecmo 🐝  😊 😞
Number: of 1072 
Subject: Re: LULU
Date: 05/19/26 11:40 AM
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https://www.msn.com/en-us/money/companies/is-lulu-...

When I went shopping for my wife's birthday this past weekend, one of my stops was Lululemon. She has a bunch of athleisure and workout clothes from there, but they were purchased years ago. I figured I could assist with a simple refresh.

Instead, I left empty-handed.

My main issue was that there just wasn't that big a selection of core athletic items. The store seemed to have branched out more into everyday casual clothing, and those products filled the racks. The workout clothing they did have felt uninspired and came in unappealing colors. (Hot pink? No thanks.) Off to competitors Vuori and Alo Yoga I went.


This aligns with my thinking, they need more focus on their core customers...

tecmo
...


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