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Which podcasts are discussing LULU?
9 ATTRIBUTED IDEAS · 9 EPISODES · 8 SHOWS
The shows
CNBC Fast Money
Animal Spirits
Barron's Streetwise
Excess Returns
The Acquirers Podcast
The Compound and Friends
The Knowledge Project
We Study Billionaires - The Investors Podcast Network
Where the discussion went deepest
13 AUGTODAYWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 15:00
Lululemon's discounting erodes premium brand value
“The bear case argued: Lululemon's increased discounting to clear inventory is a leading indicator that erodes its perceived premium brand value, conditions customers to wait for sales, and threatens future margins and earnings.”
TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley
Core thesis · 5/5Verify in source →
22 JUL3W AGOANIMAL SPIRITS · 08:15
Nike faces structural brand and fundamental decay
“Nike has lost its competitive moat, transforming from a dominant global leader into a lagging brand with poor fundamentals.”
Say Bubble One More Time. I Dare You! (EP. 474)
In depth · 4/5Verify in source →
30 JUN30 JUNCNBC FAST MONEY · 08:50
Discretionary spend pressure weighs on Nike
“Nike's post-earnings drop highlighted broader softness in North American discretionary traffic and persistent weakness in Greater China.”
The Best First Half Ever for Semis… And Nike Report Results 6/30/26
In depth · 4/5Verify in source →
26 JUN26 JUNBARRON'S STREETWISE · 08:10
Lululemon valuation resets following growth slowdown
“Jefferies upgraded Lululemon from underperform to hold as extreme stock underperformance brought valuation down, though operational recovery remains distant.”
Flights and Tights: Delta CEO Ed Bastian and a Look at Lululemon.
In depth · 4/5Verify in source →
4 JUN4 JUNCNBC FAST MONEY · 07:37
Markdowns and weak guidance drag Lululemon
“Lululemon's strategic product execution issues and promotional environment require a multi-quarter operational turnaround.”
A Market Rotation Underway… And Reaction to LuluLemon’s Latest Results 6/4/26
In depth · 4/5Verify in source →
20 JUN20 JUNEXCESS RETURNS
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