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Poonam Goyal, Sonic AI
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Poonam Goyal
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Poonam Goyal
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Lululemon's sales are expected to be down at the midpoint for the current year.
Expert perspective
Poonam Goyal
Jun 5
Poonam Goyal does not expect to see significant product improvements at Lululemon from new leadership until mid-2027.
Expert perspective
Poonam Goyal
Jun 5
Lululemon founder Chip Wilson is appointing board members of his choice, which should help resolve tensions with the company.
Expert perspective
Poonam Goyal
Jun 5
Lululemon's core problem is not competition, but rather an issue with product execution, particularly in its North American women's business.
Expert perspective
Poonam Goyal
Jun 5
Lululemon is performing better than its athleisure competitors in China.
Expert perspective
Poonam Goyal
Jun 5
Lululemon's product pipeline to bring new items to market is very long and needs to be shortened.
Expert perspective
Poonam Goyal
Jun 5
Lululemon's business in China is growing at 30% but is off a much smaller base compared to its North American operations.
Expert perspective
Poonam Goyal
Jun 5
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