Chris WARE’s Post

Lululemon stock jumps as international growth helps to offset slowing U.S. sales by Lululemon has been in a bit of a rough spot after the departure of its longtime chief product office Sun Choe.

Lululemon stock jumps as international growth helps to offset slowing U.S. sales by Lululemon has been in a bit of a rough spot after the departure of its longtime chief product office Sun Choe.

Lululemon stock jumps as international growth helps to offset slowing U.S. sales https://ift.tt/3yotpnG Lululemon has been in a bit of a rough spot after the departure of its longtime chief product office Sun Choe. via Business News https://ift.tt/BNXl4vr December 06, 2024 at 02:58AM

$LULU Beats across the board for Lululemon's third quarter with revenues (+1.7% beat), operating income (+5.4% beat), and EPS (+5.5% beat) all coming in ahead of consensus expectations. • Company revenue +9% - Americas revenue +2% - International revenue +33%

Exceptional results from lululemon yesterday given the challenging environment for consumer discretionary companies. Revenue up 9%. 📈 Their strategy is to grow internationally as 80% of existing revenue is from North America. International revenue grew 33% (China revenue up 39% 😯). I thought China was in heaps of trouble? Is the worst over for comsumer discretionary stocks or is lululemon doing something different that is setting them apart from their competition? Watch this space... 👀 #investing #SasfinWealth2024

Recently, I've been conducting comprehensive research on Lululemon. I've learned how Lululemon differentiates themselves from competitors, what their growth initiatives are, and I've also added my own projections on the trajectory of their stock. See the deck below if you're interested! #EquityResearch #Lululemon

Lululemon's exceptional guest experience is a benchmark in the retail industry, offering several practices that other brands can emulate: 1️⃣ Community Engagement and Events: Lululemon transforms its stores into community hubs by hosting free fitness classes and workshops, fostering a sense of belonging and encouraging customer loyalty. 2️⃣ Personalized Customer Feedback Integration: Through initiatives like the Lululemon Feedback Forum, the company gathers actionable insights from over 12,000 engaged guests, allowing for rapid hypothesis testing and a deeper understanding of customer behaviors and attitudes. 3️⃣ Data-Driven Personalization: By integrating customer data across multiple channels, Lululemon personalizes interactions and offerings, enhancing the customer experience and driving engagement and sales. 4️⃣ Educator Role Emphasis: Lululemon's in-store staff, known as "Educators," focus on providing technical product education and personalized assistance, ensuring each guest receives tailored support. 5️⃣ Consistent Brand Messaging: The company maintains consistent and visually appealing communications across all channels, reinforcing its brand identity and values, which enhances customer trust and recognition. By adopting these practices, other brands can enhance their guest experiences, fostering stronger customer relationships and loyalty. I had the pleasure of consulting at lululemon from 2013 to 2015 to inform their overall omnichannel and guest experience strategy! They continue to rock it! DM me if you wish to learn more about what goes into a well-thought-out guest experience strategy. Customer Centric Solutions LLC #cxstrategy #omnichannel #brandconnection #brandexperience #customerjourney #storeexperience #digitalengagement #loyalty

Is Lululemon in a Downward Dog? Today Lululemon announced the exit of its Chief Product Officer worrying investors that consumers aren't connecting with its core offerings as well. Share prices have now retreated to lowest levels in over a year. For years when revenue from Lululemon was growing 25-30% our systems tracked no growth in email campaigns. Recently as consumer preferences maybe shifting away from tight yoga pants and growth has slowed, the Random Walk Promotional Ensemble has captured a rise in our significant discount index. This has been driven by 'stealth' campaigns unseen by the Street as they have been emailed just to specific cohorts like "25% off for the military" , or "first responders get 25% off up to 15 items".   We have been fortunate to help warn our investor partners of this increase in discount intensity. Over the past few quarters, with less growth, Lululemon has resorted to sending their leads more and more emails to generate clicks to the e-commerce platform. #lululemon #altdata #promotions

Lululemon still growing amid a massively competitive category (that they created). Pretty amazing stats and spinning off cash - $2B edit - $2B cash - market cap at 5x revenue As retail / cpg operators and owners, this is something we can all aspire to. #lululemon #retail #apparel #ecommerce