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Luke Emerson's avatar

I’d respectfully disagree on Lululemon. I recently did a deep dive on the company, and here’s one excerpt on brand perception:

“Even a director at athleisure ‘disruptor’ Vuori dismissed the claim outright: ‘I think the argument that they are getting stale is not a valid one.’ An executive at competitor Fabletics agreed: ‘As a millennial myself, I don’t think Lululemon is getting stale.’”

Would love to hear your thoughts if you check it out.

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Makareno's avatar

So what do you think about IMCD then? I think it's quite a good rebound opportunity

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Rebound Capital's avatar

Heard about the company for the first time. Have to look into it.

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