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![andrewcoye Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::225993181.png) Andrew Coye [@andrewcoye](/creator/twitter/andrewcoye) on x 2194 followers
Created: 2025-07-17 08:21:37 UTC

I was describing $DECK (formatting from GPT), but in fact $LULU also nearly identically fits the bill.  Both numbers speak for themselves, but I'll leave it up to you to think through the competitive intensity that each faces in their segments ( $NKE $ONON vs Alo and Vuori). 

Thoughts?


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945760790256005563/c:line.svg)

**Related Topics**
[nke](/topic/nke)
[eps](/topic/eps)
[gpt](/topic/gpt)
[$deck](/topic/$deck)
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[stocks consumer cyclical](/topic/stocks-consumer-cyclical)
[$lulu](/topic/$lulu)
[$nke](/topic/$nke)

[Post Link](https://x.com/andrewcoye/status/1945760790256005563)