UPON FURTHER REVIEW
The considered view, once the noise settles.
Every company under dedicated coverage gets an Upon Further Review report each quarter, typically within 3–5 business days of its earnings call. It goes well beyond the sell-side’s earnings recaps: what actually changed, what it means, and an updated financial model. Included in both paid plans.
DEEP DIVES
Original research you won’t find anywhere else.
At least twice a year for every company under dedicated coverage, a Deep Dive goes well beyond the earnings calls, with store visits, channel checks and primary research that most of the sell-side no longer has time to do. Included in the $500 plan.
Why the sell-side rarely does this: read Confessions of a Sell-Side Analyst →
Lululemon Can Make A “Heidi” Look Good
A state-of-the-union on Lululemon: discounting, merchandising, IT and Asia store checks, and why a return to health is underway.
Marti Morfitt Needs To “Shake It Off”
Why Lululemon's board chair and board are repeating Nike's strategic mistakes, and what that means for the proxy fight.
This “Day” Was Just Waiting To Happen
Lululemon's recurring leadership transition problems, informed by a conversation with former CEO Christine Day.
Lululemon: All This Board Intrigue Can Drive A Person Lulu
A governance deep dive into Lululemon's proxy fight and the proposed director slate, and why the board's makeup matters for the brand.
Fashion Island: A "Tight Fit" For Athleisure
Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.
Looking Forward To The Sunset
Lululemon's weak product still traces to its former product chief; how the reorganized product engine could recover.