Core Insights - Buying shares of companies with leading consumer brands during temporary sales weaknesses can be a rewarding strategy, as recent quarterly reports indicate a pullback in discretionary spending by consumers, presenting potential bargain valuations for long-term investors [2] Company Analysis Lululemon Athletica - Lululemon Athletica's stock has decreased by approximately 53% year to date due to weak sales growth, which is partly attributed to management issues that can be addressed [4] - Despite lower-than-expected sales growth this year, Lululemon has a strong brand presence in the athletic apparel industry, with sales growth historically matching or exceeding industry peers, indicating brand strength [5] - The company is addressing inventory challenges and plans to introduce new styles by spring 2026, with a forward price-to-earnings (P/E) multiple of 14, suggesting it could be a solid value stock for portfolios [6][7] Deckers Outdoor - Deckers Outdoor has seen a decline of about 57% year to date, primarily after its latest quarterly earnings report, creating a potential buying opportunity [8] - The company benefits from increasing demand for its Ugg brand and Hoka performance footwear, with the stock trading at a forward earnings multiple of 13, indicating a bargain price for investors [9]