The GAP-ification of Lululemon
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In this video we analyze the recent poor performance of Lululemon.
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#wallstreetmillennial
0:00 – 3:00 Intro
3:01 – 7:38 Decline of Lululemon
7:39 – 12:19 Chip Wilson Criticism
12:20 New CEO
@wallstreetmillennial
September 25, 2026 at 12:22 pm
Get started with Templafy for free with the PowerPoint extension: https://link.omane.media/wsm-templafy-september-agent
@MesotheliomaMike
September 25, 2026 at 12:22 pm
Lol AI sucks AI is a bubble here. Use this AI that sponsored me to make this video
@MesotheliomaMike
September 25, 2026 at 12:22 pm
No, I believe Lululemon is finally at its true value. There’s no way a clothing brand is valued at $60 billion that’s Ludacris.
@Justicewarrior795
September 25, 2026 at 12:22 pm
these are better videos than hating on AI/llms please make more of these and less on criticizing one of the craziest advancements humankind has made!
@TheRustyLM
September 25, 2026 at 12:22 pm
12:30 Equality.
They’re doomed! 🤣🤣🤣
@Debt_Dollars
September 25, 2026 at 12:22 pm
Great video
@chenarafavel2370
September 25, 2026 at 12:22 pm
Buy the fear
@Ad-skip
September 25, 2026 at 12:22 pm
03:03 ad skip
@sudiptashib9527
September 25, 2026 at 12:22 pm
Can someone paste link of the article
@mariembuenaventura1278
September 25, 2026 at 12:22 pm
12:30 the fact that she is wearing a shirt with equality while positioning as a womens premium wear is just weird. Definitely going downhill from here.
@albertyu1358
September 25, 2026 at 12:22 pm
to be fair the video at 11:40 are of rare lululemon outlets and are not what their standard retail stores look like and prices.
@MayleneMadman
September 25, 2026 at 12:22 pm
"Premium" is doing a lot of heavy lifting in premium sportswear.
@qayray
September 25, 2026 at 12:22 pm
Amazing but why the dig at us McKinsey consultants 🥲
@robxfong00
September 25, 2026 at 12:22 pm
Your segment on the store layout comparison has no credibility and seems deliberately misleading. You compare a regular Alo store to a lululemon outlet store. Of course the pricing, layout etc is going to be vastly different.
@td409
September 25, 2026 at 12:22 pm
Lulu is trash
@CullenBohannon98
September 25, 2026 at 12:22 pm
The right thing for Chip to have said was "Fat people are just as smart as White people."
@j2simpso
September 25, 2026 at 12:22 pm
It’s pronounced Rururemon
@TyburVelereon
September 25, 2026 at 12:22 pm
alo is the threat not just because they target women, but because Vuori copied LLL's decision to drop the fabric quality to cut costs.
@JayyMillie
September 25, 2026 at 12:22 pm
I don’t think him putting out an article about the company sucking is helpful lol but idk I have never been a ceo
@JonathanBSandwich
September 25, 2026 at 12:22 pm
She will def be promoting plus sizes.
@nixielee
September 25, 2026 at 12:22 pm
i mean the mistake was trying to make cool clothes for not cool people, not the other way around
@chadakoin1
September 25, 2026 at 12:22 pm
Chip shoulda cashed in his chips.
@Whitify
September 25, 2026 at 12:22 pm
@11:21 this looks like an lululemon outlet store. Which i guess can cheapen the brand, but the the normal store doesnt look like this.
@RThirumalSamy
September 25, 2026 at 12:22 pm
Excellent
@inky-z3m
September 25, 2026 at 12:22 pm
thank goodness. It was so offensive seeing women walk around town in their unflattering yoga pants.
@hoastbeef1202
September 25, 2026 at 12:22 pm
Can we talk about how ridiculous "Adjusted EBITDA" is? Like they took a look at the regular EBITDA and was like" Hmm, we don't like that what the regular EBITDA shows, so let's just adjust it instead." Imagine going to the doctor and getting your (real) blood pressure taken. But because you "don't like" that reading, the doctor's like "Here's your Adjusted Blood Pressure."
@jo1948
September 25, 2026 at 12:22 pm
They also got rid of their lifetime warranty and replaced it with a one year warranty. I bought a pair of pants that split around a horizontal stich near the fly within a year. They said that was wear and tear and not covered. I promise you that is not a high wear and tear area. They no longer stand behind their products and the durability has declined.
@Labbfreak
September 25, 2026 at 12:22 pm
11:31 this is a Lululemon outlet store, their standard store looks more similar to the Alo store, although less minimalist.
@terig5584
September 25, 2026 at 12:22 pm
Took me way too long to figure out that the title wasn’t misspelling GAAP and that you were talking about the store chain.
@Burrrrr1234tt
September 25, 2026 at 12:22 pm
Can you cover TTD? are they about to go bankrupt?
@NorthernContrarian
September 25, 2026 at 12:22 pm
Companies that are in a nose dive always make the same mistake. Hire some former executive from another company. The problem with executives is, that most of them rose to their position by internal politics and following the norm. A company that wants to revitalize itself needs new ideas. It would in most cases be better to take some random dude from the street than a former executive bogged down in a corporate mindset.
@Not_An_Expert
September 25, 2026 at 12:22 pm
Blaming the (American) customers for being too fat. -> who could disagree with that? 🤣👍 Americans eat like they have free health care.
@rina1981-s7c
September 25, 2026 at 12:22 pm
GAPのホームページが下着売り場になっていたのを最近見ました。実際日本でLululemonを着てコンビニでレジに並んでいる女性をみて、すかさず支払いをしてあげようかって困惑するぐらい乞食に見えた。私も女性で娘がいますが、トレーニングウェアを企画する部署にいました。病院で介護士が恥ずかしくならない程度の私服にデザインしていかないと、日本では売れませんよ。
@pjb111
September 25, 2026 at 12:22 pm
mckinsey!!!
@Tinfoiltomcat
September 25, 2026 at 12:22 pm
He was 100% right about fat ppl and ugly models
@ralphrmillerjr
September 25, 2026 at 12:22 pm
McDonald took home more than $5M after he was fired…nothing makes sense in this country anymore. if a plumber fails, if an electrician fails, etc. nothing like this would ever cross anyone's mind…why is this rewarded in business? America is an open insane asylum.
@David-dk4cg
September 25, 2026 at 12:22 pm
LULU looks cheap at the moment, and I think the potential upside outweighs the downside. That said, the turnaround could take a couple of quarters. I’m keeping my position small for now and will add over time if the underlying value thesis remains intact.
@jjoohhhnn
September 25, 2026 at 12:22 pm
Woah, woah, woah, are you implying that a failed executive doesn't deserve a promotion and raise when they abandon ship for another failing company? That's socialism, borderline communist.
@diestormlie
September 25, 2026 at 12:22 pm
First you fatten the pig. Then you carve it up.
Comments are closed.