When Michelle Wahler and Jodi Guber Brufsky set out to launch a yoga wear brand in 2005, they had no idea that it would eventually be acquired—for hundreds of millions of dollars—by one of the most iconic apparel brands in the world. But it took years for Beyond Yoga to get to that point. It grew slowly by partnering with yoga studios and mom-and-pop boutiqu ... Show More
Oct 2025
How Lululemon Won Athleisure | Mirror, Mirror | 2
It's the 2010s, and the athleisure market has exploded. As Lululemon has grown into one of the world's biggest athletic wear companies, brands like Nike and Adidas want a piece of the pie—and new, smaller companies are adding to the competition. Soon, everyone will be selling the ... Show More
33 m
Jun 2023
🧘 “Leggings. Latte. Pilates. Repeat” — Alo Yoga’s sanctuary strategy. Cruises’ 104% full problem. Lucid’s EV trust fund.
0:00 - Intro 1:23 - Highest Paid Mascot 3:45 - Alo Sanctuary: The fastest-growing athleisure brand in America is now Alo Yoga — Because Alo didn’t build stores, it built sanctuaries. 8:10 - Lucid Fund Raise: Lucid, the $130K electric car with 500-mile range, has a trust fund… and ... Show More
20m 41s
Oct 2023
How Bala was Built x Bala Co- Founder Natalie Holloway
In this episode, Jodi engages in a conversation with Natalie Holloway, the Co-Founder of Bala, who delves into the origins of their brand. The concept for Bala was born during a rather casual yoga session with her then-boyfriend, now-husband, Max. This lightbulb moment was captur ... Show More
46m 52s
Jul 2023
Lululemon Athletica: The Athleisure Leader - [Business Breakdowns, EP.120]
This is Zack Fuss, an investor at Irenic Capital, and today we’re breaking down Lululemon Athletica. The Canadian company, founded by Chip Wilson in 1998, has grown from a pop-up store in a yoga class to a $45 billion apparel business. Along the way, it pioneered the trend of ath ... Show More
46m 29s
Aug 2023
How Hoka Ran Away With The Competition
Episode 33: Lace them up! Alex Lieberman (@businessbarista) dives into the meteoric rise of Hoka, the popular shoe brand that just crossed the $1 billion mark in revenue. Since the pandemic, it went from having less than 10% of Deckers’ (parent company) revenue to nearly 40%, and ... Show More
17m 26s
May 2021
358: Pro-Product vs. Pro-Marketing: How Heidi Zak of ThirdLove Faced Off With Victoria’s Secret
Quitting her promising job at Google, Heidi Zak decided to take the plunge and launch ThirdLove, an ecommerce brand for women’s underwear. Today, thanks to Zak’s masterful approach to scaling, ThirdLove is the third biggest ecommerce lingerie brand in America with no signs of slo ... Show More
54m 41s