Target and Champion united for an exclusive collaboration to arrive in store and online in August.
An analyst from Jefferies lowered his price targets on Lululemon due in large part to threats from athleisure upstarts Alo Yoga and Vuori. How should Lululemon address these threats?
Lululemon Athletica Inc. announced a new organizational structure across its product, brand, and merchandise teams following the departure of its acclaimed chief product officer, Sun Choe. Will this new structure help compensate for the loss of Choe?
On Tuesday, the Canadian athletic brand confirmed that the company’s chief product officer, Sun Chloe, has resigned to take on another opportunity and will leave by the end of this month.
In a step to further position its men’s lineup to match its success in women’s, Lululemon introduced its first line of men’s footwear. How important will establishing a credible men’s footwear offering be for Lululemon to drive relevance and accelerate growth in the men’s space?
Lululemon Athletica posted its 14th straight quarter of double-digit same-store gains since the pandemic’s arrival. Is product, the customer experience, or something else the “secret sauce” to Lululemon’s success?
Those Netflix subscribers with a New Year’s resolution to get in shape can now pursue their fitness goals using exclusive content from one of the biggest names in athletics. Nike has partnered with Netflix on an initiative called the Nike Training Club. What value will Nike derive from its content relationship with Netflix?
In a surprise move, Under Armour last week named Stephanie Linnartz, the current president of Marriott International, as its third CEO. What do you think of the hiring of Stephanie Linnartz to guide Under Armour’s next phase of growth?
According to a new survey, the Lululemon reached the number two favorite apparel brand spot behind Nike, moving ahead of American Eagle Outfitters, Pacific Sunwear and Adidas. Should Lululemon adjust its marketing strategy to capitalize on its newfound popularity with teens?
Lululemon athletica on Wednesday unveiled an expansion of its Studio Mirror subscription plan that combines the company’s wall-mounted remote fitness technology with in-person experiences, early access to events and merchandise discounts. Will the lululemon Studio program become the go-to destination for a large percentage of the retailer’s customers?
Lululemon raised its outlook for the year after reporting second-quarter results that came in well above expectations. The stellar performance came despite concerns over promotions across the apparel space and a slowdown in the athleisure category. What’s driving the recent outperformance by Lululemon?
Lululemon said it is seeing increased input costs on raw materials, labor and particularly air freight, but is wary about raising prices to mitigate the impact on margins. Are inflationary pressures more or less of a risk for Lululemon than most other retailers?
Walmart and Abercombie & Fitch both recently introduced activewear collections to become the latest chains to jump on the sweaty part of the athleisure bandwagon. Is activewear a major or minor opportunity for Walmart and Abercrombie & Fitch?
At its Analyst Day earlier this week, Lululemon announced plans to launch a two-tiered membership program tied to its Mirror at-home fitness device. Does Lululemon’s two-tiered membership program make sense for the brand and its customer base?
Lululemon athletica says a test of its “Like New” trade-in and resale program in California and Texas was a success, and now the yoga-inspired chain is rolling it out nationwide. Do you expect that lululemon’s business will benefit more from its resale program than other retailers?
Lululemon, retail’s poster child for the athleisure trend, last week entered a new category, footwear, that offers both a massive opportunity and heightened risks. Do you see more potential benefits than risks in Lululemon’s move into the footwear category?
A new survey found that one-third of employees would prefer an informal dress code to an extra $5,000 in salary. Do you see the pandemic becoming a milestone event accelerating the casualization of wardrobes?
The Bank of America (BofA) has identified five “megatrends” — some accelerated by the pandemic — representing tailwinds advancing sports apparel and footwear growth. Do you expect sportswear growth to outpace overall apparel and footwear categories in the years ahead?
Sweaty Betty’s digital-first multi-channel strategy is helping the U.K-based women’s activewear brand to “grow quite quickly in multiple markets at the same time,” according to Julia Straus, CEO. To what extent has the pandemic accelerated and proven out the digital-first approach for retail?
Reebok is getting another chance to recapture its past glory under new ownership by Authentic Brands Group (ABG) after nearly 15 years of floundering under Adidas. How should Reebok be repositioned for growth under ABG’s ownership?
Wolverine Worldwide last week acquired Sweaty Betty and Levi Strauss agreed to purchase Beyond Yoga as both enter the burgeoning women’s activewear category. Do the acquisitions of Sweaty Betty by Wolverine Worldwide and Beyond Yoga by Levi Strauss make strategic sense?
Athleta yesterday released news of the launch of AthletaWell, a new digital platform that caters to the wellbeing of its members. Do you think AthletaWell could be a difference maker for Athleta?
Retailers have announced some ambitious expansion plans that take advantage of pandemic-related closures. Perhaps not by accident, among the biggest are from chains that have minimal e-commerce presence. What conclusions should be drawn from the finding that chains adding the most physical stores in 2021 have a modest online presence?
Wilson Sporting Goods, the 108-year old sports equipment maker, is introducing its first lifestyle apparel collection and opening its first stores to support the launch. Do you see Wilson Sports’ launch of a lifestyle sportswear collection and physical stores as a natural progression or a stretch?
Lululemon Athletica is the latest retailer to dip its toes into the secondhand, AKA recommerce or resale, clothing market. Do you expect lululemon’s “Like New” pilot program to prove successful for the retailer?
Gap Inc.’s Athleta business is on a roll. The women and girl’s athleisure clothing chain will open in the Canadian market for the first time later this year. The move will mark Athleta’s initial foray outside the U.S. Will Athleta’s business model in the U.S. translate to the Canadian market?
Dick’s Sporting Goods had a record-setting year in 2020 and its stats were impressive. Where do you see opportunities for Dick’s Sporting Goods to build on its momentum from 2020 and where do you see challenges that could upset its forward push?
Nordstrom released news earlier this week that it has struck a deal with Tonal, the smart home gym and personal trainer device and service, to open 40 of the fitness brand’s shops in 20 states across the U.S. Do you think in-store Tonal shops will help Nordstrom position itself as a destination for athleisure products and fitness?
Until recently, Target claimed to have nine $1 billion own brands under its roof. That number has risen to 10 as Target announced that its All in Motion activewear brand for the family has joined the club. Is Target’s approach to creating, merchandising and marketing its own brand soft goods different from what its retail rivals do?
During the pandemic, Lululemon Athletica’s success is clear. At the virtual NRF Big Show, an exec demonstrated that success isn’t simply a matter of happenstance. Do you think Lululemon is positioned for success even if consumers use less of their in-home time to exercise in the coming months and years?
Lululemon plans to use a mix of pop-ups, queuing technology and online assistance to manage Christmas holiday crowds. What steps being employed by Lululemon to prepare for holiday crowds will likely prove most beneficial?
Lululemon Athletica has announced that it has entered into a definitive agreement to acquire Mirror, an in-home fitness startup that sells a wall-mounted device that streams live and pre-recorded classes. Do you expect other athletic wear and athleisure brands to expand their efforts in the at-home fitness technology market?
Lululemon last week opened its largest store in Chicago’s Lincoln Park neighborhood. Does Lululemon’s new Chicago flagship appear to bring the brand’s experience and philosophy to life?
Calvin McDonald, Lululemon’s CEO since last August, views the yoga-themed retailer more as an experiential brand than a lifestyle one. What do you think of Lululemon’s Sweatlife? What hurdles do you see facing Lululemon as it seeks to position its brand around this philosophy of living?
Lululemon is testing its first-ever membership program. While including elements similar to other loyalty programs, the yoga-themed apparel chain sees it as an empowerment initiative. Has Lululemon designed a winning loyalty membership program?
C9 Champion has cemented itself as Target’s go-to activewear staple since being launched in 2004. Yet by July 2020, C9 will be off Target’s selling floors. Do you see more pros or cons in Target phasing out an established activewear brand such as C9?
When we think of urban athleisure wear, we might think of yoga, pilates or running. Golf doesn’t usually come to mind. But one of the biggest names in athletic apparel is launching a line of clothing aimed at the urban golfer. Could Adidas’s adicross line help push golf apparel beyond a niche to become an athleisure lifestyle segment like basketball and yoga?
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