Vuori

So you're looking at a situation here where a product has not been fixed.

You're looking at a situation where the competition is skyrocketing with Alo and Vuori.

You're looking at a situation where this brand is trying to be all things to all people.

When you go in the stores now, you kinda look around and you feel like there's too much coming at you.

So you're looking at a situation here where a product has not been fixed.

You're looking at a situation where the competition is skyrocketing with Alo and Vuori.

You're looking at a situation where this brand is trying to be all things to all people.

When you go in the stores now, you kind of look around and you feel like there's too much coming at you.

So you're looking at a situation here where a product has not been fixed.

You're looking at a situation where the competition is skyrocketing with Alo and Vuori.

You're looking at a situation where this brand is trying to be all things to all people.

When you go in the stores now, you kinda look around and you feel like there's too much coming at you.

So you're looking at a situation here where a product has not been fixed.

You're looking at a situation where the competition is skyrocketing with Alo and Vuori.

You're looking at a situation where this brand is trying to be all things to all people.

When you go in the stores now, you kinda look around and you feel like there's too much coming at you.

It's not the first time that that's happened for Lululemon, but definitely a lot of issues and also bigger competition.

You have Alo, you have Vuori, just a lot of other options that are catching people's eyes that are leading people to not necessarily have to go to Lululemon in the ways that they had to previously.

All right, and the other big story involving Lululemon after the bell on Friday, uh, the headline on The Bloomberg Lululemon founder Chip Wilson and his wife are divorcing.

Lululemon shares wrapped up the week with a loss Friday of just about 17.4%.

That was kind of the issue here is it's, it is a demand problem.

I mean, they have too much competition when you look at, um, things like Vuori or things like Alo.

Like people are just looking to these other companies, and they're really having to add additional promotions.

You saw their sales were much lower.

[laughs]

Um, begrudgingly albeit, I'm gonna go with Nike All of these companies have been de-risked from a price standpoint tremendously.

Lululemon, you know, as you mentioned, you have Athleta, you have some of these others, Vuori, all of which are high-end brands, which is where Lulu is really finding itself in an existential crisis on whether or not they're going to still be an esteemed brand or be more of a discount type of brand.

I still think Nike does have that brand awareness, although they are in the middle of a restructure- structuring and they are going to need to appeal to a different demographic, but I still have faith in the goodwill of that company and its long standing.