Lululemon
0 statements across 0 episodes · 2 bullish · 2 bearish · 5 people on the record · first statement Aug 5, 2016 by Dhananja Jayalath · said 5 times in 4 episodes since 2019 · across every show →
Mentions by year
brought up most by Michele Romanow (2), Harry Stebbings (2), Marc Lore (1)
tap a year for its mentions
2025 2 mentions in 2 episodes 1 per episode
- 20Product: How AI Changes Product Design | Does the Design Phase Become Irrelevant in a World of Vibe Coding | The Five Pillars of Truly Great Product Design with Carl Rivera, Chief Design Officer at Shopify
- Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
2021 1 mention in 1 episode
Everything said about Lululemon, oldest first
Aug 5, 2016 positive
May 10, 2019 negative
Banks required Lululemon founder personal guarantees despite $20M in revenue
“He was on his fifth store, already a wildly successful brand, and the bank made him take a personal guarantee to buy at that store when he was at, you know, over twenty million dollars in revenue, and I was just so inspired.”
Nov 6, 2023
Joey Zwillinger: Direct-to-consumer is a distribution channel, not a brand identity
“DTC is a way to do business. There's been great retailers who started this in our industry. If you broaden it beyond footwear into apparel, like the gap in the nineties and Lululemon has done a really wonderful job of being a great DTC company. But they're a p…”
Dec 22, 2023 negative
Dave Powers: Deckers prefers tech partnerships over major acquisitions
“We're not a technology company. You know, you've seen folks like Under Armour and Lululemon acquire technologies. It's hard to do and keep it going and do it right. And I think we're better off just partnering with brands like that versus making major acquisit…”
Apr 14, 2025 bullish
Stebbings: Consumer brands succeed by filling the void left by traditional religion
“I say, actually, that the death of religion is the thesis for CPG and consumer brand investors today. And you're like, what? Thesis? Because we've shifted cult-like worshipping from God, Buddha, and these deus figures to High Rocks and CrossFit and Taylor Swif…”