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LULU·Lululemon Got Boring Right About the Time It Got Cheap. That's Usually the Point
Quite a well reasoned analysis and I am compelled to add to my position. However, a key part I think is missing, is the generational 'war', which is something I have often heard anecdotally, yet consumer sentiment online seems to bear it out. Specifically that, LULU is trying to preserve enough technical credibility for the 35–50-year-old woman who built the company while making products hip enough for her 13-year-old daughter. While at the same time, chasing fashion-conscious 22-year-olds who are migrating toward Alo, Skims, Vuori, Aritzia, Free People Movement and cheaper dupes. The danger isn't that nobody likes Lulu. It's that nobody quite knows whom Lulu is for anymore. This needs to be the prime focus for the incoming CEO.
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