Matthew McClintock 8/31/26 Matthew McClintock 8/31/26

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.

Matthew McClintock 5/14/26 Matthew McClintock 5/14/26

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.

Matthew McClintock 1/9/26 Matthew McClintock 1/9/26

Lululemon's recurring leadership transition problems, informed by a conversation with former CEO Christine Day.

Matthew McClintock 12/31/25 Matthew McClintock 12/31/25

A governance deep dive into Lululemon's proxy fight and the proposed director slate, and why the board's makeup matters for the brand.

Matthew McClintock 12/16/25 Matthew McClintock 12/16/25

Fourth semi-annual mall channel check: softer traffic, tighter promotions, and who is winning in athleisure.

Matthew McClintock 9/25/25 Matthew McClintock 9/25/25

Lululemon's weak product still traces to its former product chief; how the reorganized product engine could recover.