June 04, 2025 · 31 min
In this episode of Market Bites, hosts Sam and Josh discuss the competitive landscape of the sportswear market, focusing on Lululemon and Nike. They explore Lululemon's recent earnings expectations, market challenges, and the impact of tariffs. The conversation also delves into the emerging brands that are gaining traction in the athleisure space, consumer behaviour shifts towards fitness, and the importance of brand loyalty. Ultimately, they assess whether Lululemon can ever reach the same level as Nike, considering the latter's established brand recognition and market dominance.