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Show Notes
Lululemon (LULU) reports earnings after the bell, and Likefolio’s Megan Brantley walks through consumer sentiment data ahead of the results. “The bar is too high,” she argues, noting a continued decline in web visits. Smaller, niche players are taking their market share, particularly Rhone and Alo. She also thinks the demographics of the LULU customer are changing, both in age and geography.
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