πŸ“ Hiring a Nike veteran to lead Lululemon's brand revival is misguided, similar to PayPal hiring HP's former CEO

low convictionFirst mentioned Sep 14, 2025

Hiring a Nike veteran to lead Lululemon's brand revival is misguided, similar to PayPal hiring HP's former CEO.

Evidence & details
Catalysts
  • ⚑Appointment of former Nike executive to Lululemon
Risks
  • βˆ’Potential misalignment of brand strategy
  • βˆ’Resistance from existing culture

Chart

Post Timeline Β· 1 posts

new thesis

Just a thought… Maybe don’t hire a $NKE β€œveteran” to lead the $LULU brand revival? It’s the equivalent of PayPal hiring the former HP CEO. I’m just speechless. https://t.co/GAE7pnx8qJ

Thesis: Hiring a Nike veteran to lead Lululemon's brand revival is misguided, similar to PayPal hiring HP's former CEO.

Current Price
$131.33
via cornerstones
Return from entry
β€”
entry Sep 14, 2025
Thesis Lifecycle
🟒
openedSep 14, 2025

Bullish on LULU around current levels with expected recovery in Nov-Dec due to sector seasonality, though muted by tax loss averaging and 58% YTD drop.

source β†—
πŸ“
updatedSep 16, 2025

Top 15 catalyst-driven stocks for FY2025, each with specific catalysts and ideal entry points, all bullish.

source β†—
πŸ“
updatedSep 25, 2025

LULU is undervalued and benefits from end of year seasonality; plan to sell if up 20%.

source β†—
πŸ“
updatedSep 25, 2025

Bullish on NBIS due to $17B contract flowing into a $25B marketcap company; bullish on TGT for dividend calls; bullish on LULU and ETOR as undervalued tax harvesting plays; bullish on TSM for fundamental strength.

source β†—
πŸ“
updatedSep 27, 2025

User selects NBIS or TSM for 1-2 years, RKLB for 3 years, and lists a value investing basket including TGT, UPWK, PYPL, LULU, UNH, NVO as bullish picks.

source β†—
πŸ“
updatedOct 1, 2025

October macro tailwinds (seasonality, rate cuts, government shutdown dip buying opportunity) create bullish setup for high growth stocks like NBIS, RKLB, and seasonal beneficiaries AMZN, AAPL, LULU.

source β†—
πŸ“
updatedOct 19, 2025+1 conv

Author presents a comprehensive trading plan for rate cut week, recommending longs in neocloud, semiconductors, and select other stocks while selling overvalued quantum, space, and crypto assets. Key macro view: market fear is an ideal entry point ahead of expected rate cut.

source β†—
πŸ“
updatedApr 23, 2026-2 conv

Hiring a Nike veteran to lead Lululemon's brand revival is misguided, similar to PayPal hiring HP's former CEO.

source β†—