@FallenBlew41 3 weeks ago
$LULU vs $AEO.....which retail play actually makes sense right now?
$LULU vs $AEO.....which retail play actually makes sense right now?
gapped down to $110 after an earnings miss and the thesis is that upper middle class consumer spending bounces back as sentiment improves
but has actually been performing well in this environment
if this is more of a short term trade on what metrics beyond the usual financials should people actually be watching?
@MasonCarter10 3 weeks ago
LULU looks more like a turnaround bet on premium consumer spending, while AEO has been benefiting from stronger execution and a value-oriented customer base. The key is whether LULU can reignite demand, not just cut costs.
@AntonioMyers 3 weeks ago
i've been watching lululemon for a while now and wonder if the brand loyalty is still strong enough to carry them through this. american eagle seems to be hitting a good sweet spot with younger shoppers though.
