In the late 90s, Canadian entrepreneur Chip Wilson identified a new market emerging in North America: young women taking on yoga as a hobby. Wilson recognized that athletic wear for yoga didn’t exist, and invented the yoga pants that have become ubiquitous today; he also created an empire. In the coming years, Lululemon will rapidly expand across Canada and ... 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
Nov 2025
Gap's Revival | Faded Khakis | 1
It’s 2016, and a fire is ripping through a Gap distribution center in Fishkill, New York. When the smoke clears, thousands of Gap T-shirts, khakis, and jeans are reduced to ash. But one analyst sees good news in the wreckage. Gap probably couldn’t have sold all those clothes anyw ... Show More
42m 28s
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
