Matthew McClintock Matthew McClintock

Lululemon 4Q25 Immediate Call Postmortem

Is Lululemon’s BOD trying to send a message to Chip Wilson that a different “Chip” is the better answer? Almost certainly not the same quality level of at least one of Chip Wilson’s candidates in Marc Maurer.

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Matthew McClintock Matthew McClintock

Lululemon 3Q25 Immediate Call Postmortem

Calvin stepping down is what everyone wanted well now you have it. As much as people love hating on him, he did oversee a massive period of growth (tripled revenue) into an approximate tie with Nike for world largest athletic apparel brand.

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Matthew McClintock Matthew McClintock

Lululemon 2Q25 Immediate Call Postmortem

Down 4% Americas comp despite massive discounting in July is disappointing but we kinda already knew the entire athletic apparel industry is facing issues (that includes signs at FinX favorites Alo and Vuori BTW).

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