Athleisure

Lululemon: A Blip or a Break?

Magic Markets2024-06-12T18:17:48+02:00

Lululemon is a case study in not just retail, but the value of building out communities in the customer base and delivering omni-channel to a high standard. There's no debate here on whether this is a good business. But of course, investing is about what you get and what you pay for it. With the recent slowdown at Lululemon, the high valuation multiple suffered a nasty unwind. Is this the opportunity for investors to jump in at a better price point, or is caution still needed?

Lululemon: A Blip or a Break?Magic Markets2024-06-12T18:17:48+02:00

Magic Markets Ep168: Lululemon and FedEx

Magic Markets2024-03-28T00:36:15+02:00

FedEx and Lululemon have both been covered and recapped on Magic Markets Premium before. We love circling back and revisiting companies that we’ve researched before, as the feedback loop is so important when testing how an investment thesis played out. Join us in this week's free show for an update on the latest company news and our updated views.

Magic Markets Ep168: Lululemon and FedExMagic Markets2024-03-28T00:36:15+02:00

Under Armour: Underperformer

Magic Markets2024-03-20T20:33:26+02:00

Under Armour is a bit like ordering Nike on Wish. As the joke goes, you aren’t quite getting what you thought you paid for. The business operates in the apparel market, yet it has struggled to gain proper traction with consumers. The leadership of the group is now in disarray, after the sudden departure of the CEO and the return of the founder to that role. Is Under Armour truly broken, or is this an interesting speculative play?

Under Armour: UnderperformerMagic Markets2024-03-20T20:33:26+02:00

Abercrombie & Fitch: From Abs to Riches

Magic Markets2024-01-17T21:46:43+02:00

Abercrombie & Fitch is proof that a retail leopard can change its spots – and its entire brand for that matter! There was a time in the world when this business was famous for having shirtless men helping in the stores. That business model aged about as well as the washboard abs themselves: i.e. not very well at all. Today, the brand has much broader appeal and the results are clear for all to see, with the share price up more than 250% in the past year! Is there any value left in it, or can we only learn lessons here about how well a retailer can be turned around?

Abercrombie & Fitch: From Abs to RichesMagic Markets2024-01-17T21:46:43+02:00

Levi’s: Selling Jeans in a Gold Rush

Magic Markets2022-07-18T15:56:28+02:00

Use the podcast player below to listen to our discussion on Levi Strauss & Co and its Q2’22 result, which accompanies the detailed write-up below: (Date of report: 13 July 2022) Levi Strauss was a Bavarian emigrant who arrived in San Francisco in 1850 during the gold rush. He sold the miners durable pants rather than shovels, bucking the trend of the old saying about selling shovels in a gold rush! The patent to add metal rivets to work pants was granted in 1873 and blue jeans were born. Levi’s traded publicly between 1971 and 1985 before being taken private in [...]

Levi’s: Selling Jeans in a Gold RushMagic Markets2022-07-18T15:56:28+02:00

Lululemon: sweating its assets

Magic Markets2022-06-21T19:22:18+02:00

Use the podcast player below to listen to our discussion on Lululemon and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 6 April 2022) Not many companies are credited with inventing a new product category. Lululemon is one of them, taking yoga pants from the studio to the coffee shop. Athleisure is now a highly competitive category in clothing, yet Lululemon continues growing at a revenue rate that would embarrass many software companies. With a community-based marketing strategy and a journey from $40 million revenue in 2004 to $6.3 billion in 2021, when life throws your portfolio [...]

Lululemon: sweating its assetsMagic Markets2022-06-21T19:22:18+02:00

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