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What the podcasts are saying about
LULU
In-depth coverage
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Latest attributed ideas · most recent first
22 JUL6D 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.”
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.”
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.”
In depth · 4/5Verify in source →
20 JUN20 JUNEXCESS RETURNS
Lululemon framed as asymmetric value rebound candidate
“Lululemon was presented as a quantitative value opportunity where negative market narrative has detached from sound underlying business fundamentals.”
Substantive discussion · 3/5Verify 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.”
In depth · 4/5Verify in source →
10 APR10 APRAFFORD ANYTHING · 1:07:56
Compressing manufacturing cycle times drives competitive quality
“The case was made that dramatically collapsing product development and manufacturing cycle times forces non-linear innovation and yields superior quality.”
Substantive discussion · 3/5Verify in source →
19 MAR19 MARTHE ACQUIRERS PODCAST · 27:08
Mass-market brands face consumer pressure
“The speakers argued that squeeze on consumer affordability is hurting mid-tier and mass-market consumer brands while ultra-low-end discounters and high-end luxury hold up better.”
Substantive discussion · 3/5Verify in source →
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