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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: Said ✧  😊 😞
Number: of 1198 
Subject: Re: LULU
Date: 02/07/26 1:11 PM
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Note that the expansion past yoga pants is one of the ways in which the originator of the company thinks they have gone astray, while I think it's what makes the company worthwhile. I think they should go harder in their marketing to the travel crowd, and expand that line to be more inclusive of all sizes. Currently, they sell nothing past a size 16 for women
... should find a way of expanding to the more affluent senior
... Costco, where I was able to pick up 5 for the price of 1 on sale at LULU. I will need the 5 to come close to how long the LULU one would have held up well.
... the founder ... it concerns me that he is looking to get involved again.


A nice example of how much opinions can differ. I knew LULU only from yoga studios/retreats, with the labels "expensive and exclusive" and "sexy clothes for sexy women" attached.

From what I read here my impression is that they lost their founder´s focus, that it´s like Porsche who once had the 911 line only, later expanded by the Boxster/Cayman line (with the Boxster saving them when they were close to ruin). Then all was good and they could have stayed where they were, an expensive, exclusive and sexy niche brand with extremely high margins and all would have been good.

But no, "of course" that was not enough, it had to be "more", they had to dilute the brand with all kinds of additional lines which more and more deviated from what the brand Porsche stood for: Panamera, the "family 911". Cayenne, to hop onto the SUV bandwagon. Macan, the SUV for the poor family who can´t afford the real thing. And tomorrow probably a little city car.

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





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