Lululemon: sweating its assets


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 [...]