Lululemon (LULU) isn't far off its 5-year low. However, other retail companies like Macy's (M) and American Eagle Outfitters (AEO) rallied strong off their recent report. Marley Kayden talks about Lululemon's ability to follow, noting its sales strength in China is expected to continue even as U.S. foot traffic slowed. Joe Tigay turns to an example options trade for Lululemon.