Lululemon ($LULU) podcast mentions
Per Ticker.id: 15 Lululemon ($LULU) mentions across 9 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-08.
Okay. Speaking of missing the moment, you also cover Lululemon and the company has missed the moment for a number of years now. And of course, they had to change their leadership. There's a new CEO at the firm. Heidi O'Neill, who came over from Nike. And the hope is that she will steer Lululemon in the right direction. Athleisure is kind of out right now. You know, more dressy clothing is fashionable, low-rise jeans, as you put it. What are we seeing her do so far? Yeah.
Scarlet Fu · Bloomberg Intelligence · Goldman’s Top Leaders Set to Score More Than $500 Million With Special Bonus · 2026-10-08Yeah, I mean, the market had been really accustomed to rapid growth at Lululemon. I mean, they were posting like quarter after quarter of this really high growth and that slowed down. So that will be another area to watch if they can return to more growth.
Lily Meyer · Bloomberg Intelligence · Goldman’s Top Leaders Set to Score More Than $500 Million With Special Bonus · 2026-10-08So I talk a lot about the fact that I have this American Express Platinum card, which I got for the rewards and everything. And one of the rewards or the perks is that you get $75 a quarter at Lululemon and it's kind of hard to find something to buy sometimes. I go in there and like, you want to look for something at $75, that's hard.
Scarlet Fu · Bloomberg Intelligence · Goldman’s Top Leaders Set to Score More Than $500 Million With Special Bonus · 2026-10-08And I would do— take the ruler and the pencil and do support and resistance. And I remember Gap The Gap. Oh yeah, it was one, and it went like— I don't— we'd have to pull up the 40-year chart or something, but it went up like 500%. I don't know what year it was, 1992, '93, '94. And that was like the hottest thing. The Gap was really cool. The Gap was really cool. You wanted to buy your clothes at The Gap. And I mean, then you just kind of woke up one day and it was not cool anymore. And then you see this evolution in apparel. That's why that's one of those areas where you got to be really careful when you start seeing premium evaluations on this stuff. Here's a more recent example. You don't have to go back to 1992, the Gap. Remember Lululemon was just totally unstoppable?
Jeff Weniger · The Acquirers Podcast · Small Caps Are About to Have Their Moment | Jeff Weniger · 2026-10-08I still remember Lululemon.
Tobias Carlisle · The Acquirers Podcast · Small Caps Are About to Have Their Moment | Jeff Weniger · 2026-10-08How much Lululemon are you wearing right now, Tobias?
Jeff Weniger · The Acquirers Podcast · Small Caps Are About to Have Their Moment | Jeff Weniger · 2026-10-08But yes, I certainly took my daughter— my daughter still wears the Lululemon, my wife still wears the Lululemon. But we did go— we did have to go shopping in the Alo store to get an Alo visor, and the Alo visor was $80. I nearly swallowed my tongue. I was like, are you joking? Fair enough. Happy birthday.
Tobias Carlisle · The Acquirers Podcast · Small Caps Are About to Have Their Moment | Jeff Weniger · 2026-10-08Your first business is the maker of Bevel, of course, the razor company, which was a mainstay of podcast advertising. I don't know how many of you, but sold to Procter& Gamble. At Campbell, and now these days you're focused on a leather craft trade school called Heirloom in San Francisco, which is super interesting pivot, and also a partner with Collaborative Holdings. And then Brynn danced with the New York City Ballet, moved into fitness with Mirror, which again, a mainstay of New York City subway advertising for years and years, sort of people in various dynamic poses. Inspired me to work out. I never got an actual mirror, but I was like, I should do this. Anyway, sold to Lululemon. Uh, and now you're focused on a physical game console called Board that's also a creative, a sort of creator ecosystem.
Anthony Ha · Equity · After selling to P&G and Lululemon, these founders are building for life beyond the screen · 2026-10-07Yeah. So Mirror was very much a product of my life at the time and my problems. I was pregnant with baby one and trying to figure out how to take the studio experience I had built in my bricks-and-mortar gyms and bring it to the home through technology. And so it was really about using technology to better myself. My body, my fitness, my reflection. And then fast forward after the sale and leaving Lululemon and post-COVID, now a mom of 5, blended family. So going from 3 to 22 and trying to figure out really how to bring everyone together given all the diverse ages and abilities. And play has always been a way that I gathered with people that I loved. And so the idea was really how can we use technology to bring people together rather than one person sort of immersed in their own device. How can we use tech to create a shared experience?
Brynn Putnam · Equity · After selling to P&G and Lululemon, these founders are building for life beyond the screen · 2026-10-07Look, nothing has broke the American consumer like since, you know, 2008 with the American consumer. Spends. So yeah, with that being said, look, as long as you have sales coming in, as long as like you have great new products, I think you'll be able to win in this economy. But if you do look at the S&P 500 and you remove out AI-enabled companies and just look at like discretionary consumer sales are going to be down probably an average of 5% this year, right? If it's the Nikes, the Lululemons, like there's very few e-commerce brands or brands in general crushing it right now. Yeah. Yep. So I think, look, we're gonna have a great year. We're gonna continue to grow. I think customers are really happy with what we're doing. I think more, there's a lot of stories like that, but the macro level is like, you know, Aura. I talked to JP Morgan that day that IPO got pulled. Yeah. There was like, you know, full teams working on that. There's people on the floor about to get rich and they pulled it back because—
Speaker C · TBPN · AI Video Game Mods, Should You Sell Your Data, Bryan Johnson on Endurance Racing | Sean Frank, Linda Du, Ali Partovi, Sigil Wen, Jerry Wu, Bryan Johnson · 2026-10-05Yeah. So all that work was on the finish line. They pulled back. And I think it's because, like, dude, Nvidia just posted the greatest quarter in human history. It's like, why the fuck would I want to invest in that or Reformation or Lululemon for that matter? So I just think on the the business side, the businesses are more durable than ever. I think they're going fantastic. But, you know, if you want to do an exit in the next 12 months, I don't think it's happening.
Speaker C · TBPN · AI Video Game Mods, Should You Sell Your Data, Bryan Johnson on Endurance Racing | Sean Frank, Linda Du, Ali Partovi, Sigil Wen, Jerry Wu, Bryan Johnson · 2026-10-05Yeah. And so there are some brands that we've had on the show that did not take any outside investment. One of the stories we told was about a brand called Title IX, founded by Missy Park. It's a women's sports apparel brand. She was a collegiate athlete in the '70s, and so she was inspired to create a brand for female athletes. And so she never raised money, in part because she wasn't so focused on like growing, growing, growing 500, 10,000%. And she talked about this idea that, you know, you can have a really great sustainable business, like in her case, apparel that didn't have to be as big as Lululemon or Athleta or another brand. Like, that is okay.
Guy Raz · How I Built This with Guy Raz · 10 Years of How I Built This: A Decade of Innovation, Risk and Reinvention · 2026-10-05Previous management alienated those kinds of retailers, and that gave other brands like New Balance, On, Hoka, and Adidas a chance to catch up to the king. Decidedly not Elliott's fault at all, and he's trying to make up for it. But you can't just flick a switch if your predecessor damaged classic relationships. China's a disaster too. But is that really Hill's fault? Of course not. China used to favor Nike. Now it seems to favor homegrown companies. The era of Nike being special in China seems over. This is not unique to them. Most American brands are getting killed over their sportswear. If you ask me what the toughest single category on earth right now is, I'd say it's sportswear. You think Nike's in any different shape from Lululemon, another stock that's been slaughtered? Hill said there's, quote, a lack of energy in the lifestyle space. I just say it's a no-growth area where excellent companies are duking it out, not for dollars, but for pennies, if not outright losses. Too much competition, too many new companies.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/2/26 · 2026-10-02No question from a valuation standpoint. I mean, you always have to remember that, you know, sometimes there's a reason stocks go down. And they're not just going to snap back up. I think with Nike, they had such a run for so long. There's been a consolidation. There's a lot more competition in this space now, you know, where they are. And so I think it's just harder to be profitable. I think Lululemon, which is one that we used to own, had a similar story. There's just a lot more competition out there for that dollar. Consumers are being more discerning as prices go up. And so it's more difficult to get, maintain and build market share there. And consumer tastes are always incredibly hard to predict. So there's that aspect of it too. What's hot now? What's hot next week and next month and whatever? So you got to be careful.
Michael Caggino · Squawk on the Street · 11AM Hour: FTC Investigates AI Companies, Nike Earnings on Deck & Former Fed Vice Chair Alan Blinder 10/1/26 · 2026-10-01Like there's Lululemon and it's just sort of just sitting there also. And it's just like all you can grow so big with and stick to your guns and what you're doing is your mission. I love it.
Jamie Siminoff · How I Built This with Guy Raz · Advice Line with Scott Tannen of Boll & Branch and Jamie Siminoff of Ring (2025) · 2026-10-01