[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Intern Pierre [@internpierre](/creator/twitter/internpierre) on x 1208 followers Created: 2025-07-20 08:45:20 UTC Lululemon is struggling to maintain momentum in 2025, with shares down XX% year-to-date through July XX. Analyst Randal Konik at Jefferies, flagged that even the brand’s staple black leggings, typically immune to discounting, are now accumulating in outlet stores. He sees this as a red flag, pointing to weakening core demand and potential downside risk to earnings. US sales dropped XXX% in June, per Bloomberg Second Measure data (credit / debit card spend), the steepest monthly decline since last November. CEO Calvin McDonald’s plan to double sales from 2021 to 2026 is now running into mounting headwinds. The company has issued two consecutive weak quarters and reduced its full-year guidance, citing macroeconomic pressure, softer U.S. consumer spending, and the impact of new tariffs. $LULU also laid off XXX corporate staff in June. While it’s nice to see someone on the sell-side digging into qualitative signals like inventory flow and brand erosion, subscribers here had access to this level of insight weeks ago, including, for example, a detailed transcript of our expert call with a former Lululemon executive: XXX engagements  **Related Topics** [stocks](/topic/stocks) [momentum](/topic/momentum) [$lulu](/topic/$lulu) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/internpierre/status/1946853920116289620)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Intern Pierre @internpierre on x 1208 followers
Created: 2025-07-20 08:45:20 UTC
Lululemon is struggling to maintain momentum in 2025, with shares down XX% year-to-date through July XX. Analyst Randal Konik at Jefferies, flagged that even the brand’s staple black leggings, typically immune to discounting, are now accumulating in outlet stores. He sees this as a red flag, pointing to weakening core demand and potential downside risk to earnings. US sales dropped XXX% in June, per Bloomberg Second Measure data (credit / debit card spend), the steepest monthly decline since last November.
CEO Calvin McDonald’s plan to double sales from 2021 to 2026 is now running into mounting headwinds. The company has issued two consecutive weak quarters and reduced its full-year guidance, citing macroeconomic pressure, softer U.S. consumer spending, and the impact of new tariffs. $LULU also laid off XXX corporate staff in June. While it’s nice to see someone on the sell-side digging into qualitative signals like inventory flow and brand erosion, subscribers here had access to this level of insight weeks ago, including, for example, a detailed transcript of our expert call with a former Lululemon executive:
XXX engagements
Related Topics stocks momentum $lulu stocks consumer cyclical