Category Expansion

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Can Category Expansion Help lululemon Escape Athleisure Saturation?
ZACKSยท 2025-07-17 17:46
Key Takeaways LULU saw just 1% comps growth and 2% U.S. revenue growth in 1Q25 amid domestic market saturation. New product lines like Daydrift and BeCalm aim to broaden appeal across yoga, run, train, golf and tennis. International sales rose 22% in China and 17% in the rest of the world, showing growth outside North America.As the U.S. athleisure market shows signs of maturity, lululemon athletica inc. (LULU) is betting big on category expansion to reinvigorate growth. Despite reporting just 1% comparab ...