Lululemon ($LULU) podcast mentions
Per Ticker.id: 46 Lululemon ($LULU) mentions across 13 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-21.
Yeah, yeah. And that's going to— we don't know exactly what that's going to look like, but that all sounds pretty realistic and plausible to me. So you mentioned sort of this second avenue, which is almost like a slight right to repair angle, right? Where you will have a like bricked device, maybe, I don't know, the company making your exercise bike went out of business or some shit and then, you know, you can't use it anymore or whatever. We've seen this sort of stuff a million times. Just give us a couple more examples on what people are doing there. 'Cause you mentioned there's like people bringing back to life even bricked Lululemon mirrors or some baby monitors, stuff like what, what's some of the hardware that people are targeting?
Joseph · The 404 Media Podcast · ‘Reverse-Engineer Anything’ Is the Next Wave of AI Slop · 2026-10-21Yeah, I mean, I find this to be pretty interesting because we have written about a lot of projects before where people have taken an Internet of Shit device, like basically an Internet of Things device that either the manufacturer stopped updating or the manufacturer added new guardrails to like lock people out with some subscription feature or something like that. Or the, the device manufacturer like went out of business, sold to someone else, and then it got shut down. And then that device like stops working entirely, or it doesn't get new features or security updates or what have you. And what's happened is I've seen a bunch of devices over the last few days where people have said, well, I hacked this device with AI, or AI hacked the device for me and installed new vibe-coded firmware on it. So yeah, I've seen it with Lululemon Smart Mirrors, which are these like exercise mirrors sold by Lululemon.
Jason Kebler · The 404 Media Podcast · ‘Reverse-Engineer Anything’ Is the Next Wave of AI Slop · 2026-10-21Yeah, still one of the lower parts of the range it's been in for a couple of months. For more on GM, Let's bring in John McNeil, DVX Ventures co-founder. John was a GM board member before leaving that position back in June. Also Tesla's former president and author of The Algorithm: The Hypergrowth Formula That Transformed Tesla, Lululemon, General Motors, and SpaceX. John, always great to have you. Thanks for the help today.
Carl Quintanilla · Squawk on the Street · 10AM Hour: Stocks Stage Midday Reversal, Starboard’s Jeff Smith, Predicting Netflix’s Post-Earnings Move 10/20/26 · 2026-10-20So what do you, what do you think, given the, given the overvaluation of the very top end of the market? And I think that like there's some really interesting stuff around, there's some bargains around in the the deep value stuff particularly. Even quality's been a little bit beaten up over that. There's some names like it's just been shocking to go through and see everything. I always say on Twitter, I retweet these charts when I see them and they come out and I just say like every single one of them has an idiosyncratic problem. Like Nike's got a problem. Nike's off 80%. Yeah. Over the last 5 years. Lululemon.
Tobias Carlisle · The Acquirers Podcast · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast · 2026-10-17Yeah, it's a good question because that was the 2008 bear market. I mean, everything, everything got crushed, right? There was nowhere to hide. In 2001 and 2002 in the dot-com bust, that was different. It was much more of like a rotation. Out of growth stocks and into value. And a lot of value stocks, you know, in 2000, when the Nasdaq peaked in March of 2000, around that same time, a bunch of really cheap value stocks bottomed and started to do really well and had a really good year in 2000, 2001, 2002. And so, you know, apparel is actually another sector that I'm looking at right now. You look at stocks like Lululemon and Nike and, you know, these are great brands. That are so deeply out of favor and trading at the cheapest valuations they've maybe ever traded at. So I think there's, there's opportunity there too in those types of names.
Jesse Felder · Thoughtful Money with Adam Taggart · Is The Market Hitting Its Breaking Point? | Jesse Felder · 2026-10-15I came into this episode knowing you'd be pitching Aritzia and maybe feeling a little gun-shy because the last premium apparel brand that I fell in love with was Lululemon. And that just has not quite gone to plan for me.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15Clay Finck: I remember you giving a presentation to our mastermind community of investors last year about the business. And again, the timing was pretty interesting because I was pretty bullish on Lululemon at that time and its valuation. Even though you made a really compelling case for Aritzia, which is not exactly a Lulu competitor, but they're of course both in the retail apparel industry, I just couldn't get comfortable with the valuation of the business. So Lululemon was definitely an easier sell to a cheapskate like me. It was trading very cheaply, I think 10, 12, 14 times earnings. And even with slowing growth, I still thought it was cheap enough to make a decent return.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15But on the flip side, when a brand is surging, returns can be explosive, and Aritzia is at a minimum, sort of at a different stage in its life cycle where there's a much larger runway ahead for growth instead of being in this situation where it needs to figure out how to reignite growth like Lululemon has been in.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15So my rule of thumb has become that a rising stock price on its own is not necessarily a reason to sell. A broken thesis is though. And so yes, Kyle, you could definitely add another tick to your Lululemon tally. I think there'll be a lot more, probably more than 10 today because Lulu has very much been a painful reminder to me that stocks that look cheaper are not always the better place to put capital. And so I would love for us to start off here with Aritzia by looking at their business model so we can really get a feel for if we are going to be paying a fair price if we decide to add the position. And so For context, Aritzia is a retail apparel business, but I know you, Kyle, you like businesses with competitive advantages and the growth numbers that the business has shown over the last few years definitely make it clear that there's some sort of advantage working in its favor.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15I remember when you first pitched Aritzia to our mastermind community. I asked if you thought it was the Lululemon competitor and your answer was really to say, not really. And while I do think there's a few product lines like Golden and TNA, that are more direct competitors, I mean, for the most part, there really is not much overlap with its product assortment and Lululemon's. And so on that note, I'm curious, do we have much insight into the composition of revenues from each product line, or is that not really how Aritzia chooses to break things out for investors?
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15And then Apple said its refunds added about 2 percentage points to its gross margins, and then Ford booked a $1.3 billion benefit from it. So the one that of course jumped out to me, and you can add this to your tally, Kyle, is Lululemon. Lulu received $135 million in refunds last quarter, and that added 86 cents a share to their earnings in a quarter where revenue actually fell off 4%. So It is a good reminder to strip out these one-time refunds before you get too excited about a company's financial results that they report any given quarter.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15It was a pretty similar thing for me where it felt like for much of my life at this point, Lululemon was the premium brand women wanted to wear for athleisure, really almost regardless of age. And in recent years, that was increasingly true for menswear too. And that is what made me think that the brand has really transcended being a fad, which I don't think it is, but also their staying power hasn't proven to be as robust as I would've hoped either. So regardless of whether I made the right or wrong bet on Lulu, which we're not here to litigate today, being the Peter Lynch fans that we are, I do think we always appreciate brands that we can touch and sort of feel and have some sort of emotional contact with. And it's not really a very scientific approach, but I do think these types of insights can really help drive your conviction in an investment. If you can feel the quality of the fabric, that makes it special. That's why investment bankers go and do due diligence on hand, on site.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15And for me, it was my firsthand experience with wearing Lululemon products that I could really appreciate their quality, and that helped me really decide on making an investment decision. And again, even though that worked against me, I don't think that negates the underlying idea of using your own consumer insights to inform your investments in the way that Peter Lynch discusses in One Up on Wall Street.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15One of the advantages that Lululemon has had is its ability to sell its own brand and really take control of how the brand is perceived. I know you like Lululemon as well, Kyle, so you are familiar with how well-kept those stores are too, and how they relied on a network of actually yoga teachers that they sponsor as a way to spread the brand more organically, with the idea being that students will want to wear what they see their instructors wearing. And if Lululemon were to sell its apparel in other stores, I do think the brand's image would be at much higher risk of being diminished simply because Lululemon is handing over control of how its products are presented and whether they're discounted or placed alongside less desirable brands. That really is the risk of selling through third-party retailers. And the point being, they might not treat your brand the way you'd like them to.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15And it's for that reason that Lululemon doesn't allow its merchandise to be sold by third parties so they can control the customer relationship. And if you contrast that with Nike, Nike has long been sold across many different retailers. With sort of the idea being that they wanted Nike products to be almost ubiquitously available, kind of similar to Coca-Cola or McDonald's. But then Nike pretty famously shot themselves in the foot by getting a bit too greedy a few years ago, I'd say. And this is something we've talked about on the podcast before, but they decided they wanted to fully own the customer relationship and cut the middleman out. And so they tried to get customers to increasingly opt to buy their Nike products from Nike stores directly rather than doing so from places like Dick's Sporting Goods or Nordstrom Rack, where they'd been used to shopping for Nike products for years and years and years. And what they learned is that customers were not as devoutly loyal to their products as they thought. And so Nike pulled its products from Foot Locker, for example.
Preston Pysh · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley · 2026-10-15