Jefferies' Randy Konik talks why Lululemon shares are down on mixed Q2 results

Another earnings alert here on Lululemon. Shares are sinking after the company beat EPS but missed revenue estimates. Same source sales and fullear guidance also coming in below expectations.Here with his take on the quarter, Jeffrey's managing director at Randy Conic. He's got an underperform rating off $150 price target on the street, a street low in fact, per fact set. Randy, great to have you with us.You've gotten the story right for so long now and I'm wondering another disappointment here. What do you ...