Charlie O’Shea and Stephanie Cegielski preview Lululemon (LULU) earnings. Charlie thinks they’re “moving in the right direction and attracting a new consumer.” He thinks the golf market particularly is helping them out. Stephanie thinks LULU is “working very hard not to change its prices” during the trade war, and says based on conversations with the company, they’re well-prepared for the holiday season.
Trading 360
05 Jun 2025
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