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Dressing LULU Earnings: China Resiliency and Innovation in Focus

10 min5 juni 2025

Lululemon (LULU) reports earnings after the close today, and Sam Vadas expects China to be a key focus for investors. She sees expectations being "tempered" due to the mixed earnings picture retail has shown so far. Sam adds that product innovation is paramount as rising competitors like Vuori enter the space. Joe Tigay notes Lululemon's "fantastic" story as he offers an example options trade ahead of earnings.


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