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Lululemon slides on weak guidance, JPMorgan's Matt Boss gives his read
lululemonlululemon(US:LULU) CNBC Televisionยท2025-09-05 15:54

We know when we deliver, we win. We've delivered innovation in our performance apparel. We've grown that.We grew that in quarter 2 and we grew market share in that. Where we lost the opportunity is in the lounge and social. Uh we became predictable.Uh our guests weren't reacting. Uh and that's the opportunity we disappointed them were focused on. But with competition, we have a brand that is uniquely positioned, a guest that's incredibly loyal.We just know what we need to do and do it better. in particular ...