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Lululemon's Markdown Strategy Signals Deeper Market Share Concerns

Summary by Omni Talk
Jefferies Analysis Reveals Strategic Brand Shifts Recent field research from Jefferies analysts has uncovered troubling trends at Lululemon that extend beyond typical seasonal inventory management. The athletic apparel retailer appears to be implementing markdown strategies at unprecedented levels while simultaneously moving away from its core yoga-focused identity—changes that collectively signal potential challenges in maintaining its premium …
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Omni Talk broke the news in on Thursday, July 10, 2025.
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