Richy D
4.2K posts
💡Most newsletter operators don't know their real list size. Not the subscriber count. The “engaged” subscriber count. Those are very different numbers. One is vanity. One is revenue.
LULULEMON GUIDES FOR CONTRACTION Lululemon beat Q4 expectations, but things are still shaky. With all the recent controversy around the brand, especially criticism from founder Chip Wilson, the turnaround is not exactly in full force. One half of the business is booming, the other is not so much. While China Mainland surged 24%, the core Americas business fell 4%, with US revenue specifically down 6% for its second straight year of decline. But what really stands out is the 2026 guidance. Lululemon is projecting EPS of $12.10–$12.30 for the full year, below the $13.26 they just posted. They're guiding to earnings contraction. A brand that once grew 20%+ annually is now asking investors to brace for shrinking profits while it attempts to stabilize its primary market. To lead the reset, the board appointed former Levi Strauss CEO Chip Bergh as a director. Bergh is credited with turning Levi's into a $6B powerhouse, and his arrival comes while Lululemon still lacks a permanent CEO. The move signals a shift from routine governance toward an active brand turnaround.
