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LULU Sells Off After Earnings: A Lululemon Problem or Athleisure Problem?

12 min6 juni 2025

David Swartz takes a deep dive into Lululemon (LULU) after the company sold off close to 20% after posting in-line earnings. David points out the company's guidance and weakness in multiple segments of Lululemon's athleisure brands as key headwinds. He still considers it a "leader in the pack" of the clothing industry. Tom White offers a bearish and bullish example options trade on Lululemon.


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