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Lululemon Athletica Inc. Message Board

  • thwackamole thwackamole Mar 19, 2013 3:54 PM Flag

    Low quality of disclosure

    LULU has been having quality issues for a year. -- they've rebranded wunder unders into "under crops" due to sheerness, had the paris pink bleed through episode, and had a lot of issues with pilling, bleeding, and fraying.

    Long-term lulu fans are starting to abandon the brand, and this was the first Q in 4 years where they've actually had revenue problems; meanwhile Chip has been selling like crazy.

    I would not be surprised if the executive team is selectively disclosing information to

    a) take a big bath
    b) drive the stock down so that they can get good prices on stock options
    c) claim that since the stock dropped, they should get larger cash bonuses

    If I'm correct, the stock will bounce, but in 2-3 quarters, the slowing growth trajectory will be more readily apparent.

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