What will Alo do in 5-10 years when the hype drops off and all these expensive retail leases come up for renewal at rebounded market rates? There is a reason OG Lululemon has pivoted away from yoga; the yoga market primarily consists of a churn of 20-something-year-old women. They already have most of the original yogis, leaving little room for growth. I feel that Alo is just fluff and hype, masking an impending expensive, atypical fashion and retail brand that will have to manage supply chains and costly retail leases like the rest. Alo is already slowly trying to pivot away from yoga, and they haven't even IPO'd yet. While I appreciate their cool branding and the design of their retail spaces, I see a lot of hype and fluff. I'm not sure what the future holds for them once celebrities no longer consider it a cool brand to wear. At least Lululemon is obsessed with technology and quality, allowing them to charge a hefty premium. In my view, this will outlast the idea of "fashion," which is always going to change and shift.
Really interesting video! I'm biased as a lululemon consumer but I feel that alo represents a lot of gen z/alpha sentiments in that it's primarily focused on digital content/perception/fashion giving me a shallow brand impression. I personally love how lululemon focuses on quality product and function which to me has much more longevity. Anyway, this video was really insightful! Stayed for the whole thing (:
Thanks for watching Jane! Glad you found it insightful. I agree - Lululemon is better off prioritizing technical wear (what made them successful in the first place) over fashion, but it doesn't seem like the easiest thing to do as they try to appeal to a broader and younger audience
This was a good analysis. However i disagree they're taking Lulu's market share. Lulu's both sales and gross margin have increased on a y/y basis so I don't think they're actually taking Lulu's marketshare. Dont know about Nike tho
I thought this video had millions of views, this was an exceptional study thank you so much for these insights
Appreciate it, thanks for watching!
@@probsomethingit should be at least 10 million views. High value content
You're too kind!
❤❤❤❤
What will Alo do in 5-10 years when the hype drops off and all these expensive retail leases come up for renewal at rebounded market rates? There is a reason OG Lululemon has pivoted away from yoga; the yoga market primarily consists of a churn of 20-something-year-old women. They already have most of the original yogis, leaving little room for growth. I feel that Alo is just fluff and hype, masking an impending expensive, atypical fashion and retail brand that will have to manage supply chains and costly retail leases like the rest. Alo is already slowly trying to pivot away from yoga, and they haven't even IPO'd yet. While I appreciate their cool branding and the design of their retail spaces, I see a lot of hype and fluff. I'm not sure what the future holds for them once celebrities no longer consider it a cool brand to wear. At least Lululemon is obsessed with technology and quality, allowing them to charge a hefty premium. In my view, this will outlast the idea of "fashion," which is always going to change and shift.
Really interesting video! I'm biased as a lululemon consumer but I feel that alo represents a lot of gen z/alpha sentiments in that it's primarily focused on digital content/perception/fashion giving me a shallow brand impression. I personally love how lululemon focuses on quality product and function which to me has much more longevity. Anyway, this video was really insightful! Stayed for the whole thing (:
Thanks for watching Jane! Glad you found it insightful. I agree - Lululemon is better off prioritizing technical wear (what made them successful in the first place) over fashion, but it doesn't seem like the easiest thing to do as they try to appeal to a broader and younger audience
Great video as always. Love the new editing style and the in depth research you do.
Thank you, really appreciate the feedback!
@@probsomething in video you said 34 years old in 1992 or at this time? what danny harris year born? sorry for my bad english.
Wow this is a very well made video.great presentation. Subscribed 👍🏼
Thanks man, happy to have you!
This was a good analysis. However i disagree they're taking Lulu's market share. Lulu's both sales and gross margin have increased on a y/y basis so I don't think they're actually taking Lulu's marketshare. Dont know about Nike tho
Thank u