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 same type of yoga pants that Lululemon created. To survive, Lululemon will need ... Show More
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
Jul 2020
Wildcard: A $500 Million Mirror
Earlier this week, news broke that apparel brand Lululemon is buying Mirror, maker of a sleek, smart, home fitness device. The move connects a strong lifestyle brand and massive retail footprint with an upstart in a related and quickly growing category -- but does it make sense? ... Show More
40m 16s
Apr 2024
Hidden Truths Behind Lululemon's Share Value
Dive into the world of high-performance activewear with our latest video, "The Ultimate Lululemon Guide: What's Worth Your Money?" 🏃♂️💸 In this comprehensive review, we explore Lululemon's most popular items, from their unbeatable leggings to their innovative workout gear, and ... Show More
32m 42s
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