Lululemon

The threads it sat in

The idea that connected each episode's stories, latest first.

• Fri 19 Jun 2026A championship becomes brand territory before the celebrations end
• Mon 15 Jun 2026Challengers rewrote the rules. Incumbents are still reading the old ones
• Tue 5 May 2026Identity has become a claim on power

Every episode

• Fri 19 Jun 2026 · Ep 115Lululemon's Great Wall misstep reveals how thin the cultural due-diligence layer still is.Lululemon's Great Wall withdrawal shows how a missing cultural review in China can cost more than the production itself.Via South China Morning Post · Brand and Business
• Mon 15 Jun 2026 · Ep 111Smaller activewear labels built on TikTok take share from LululemonVia Business of Fashion · Brand and Business
• Tue 5 May 2026 · Ep 70Chip Wilson's lululemon letter frames the proxy fight as a creativity argument, not a financial one.Boards that dismiss founder-led activist campaigns as nostalgia are missing that the cultural argument is landing with consumers before the financial case lands with investors.Via 2PM · Brand and Business
• Tue 14 Apr 2026 · Ep 49“Lululemon faces state investigation for chemical use just as growth stalls.”Mentioned in the audio
• Tue 31 Mar 2026 · Ep 35Mentioned in the audioMentioned in the audio

How we count: an episode counts once for Lululemon when Lululemon is the subject of a headline or story title, or is one of the names the episode covers and is named in a story, in the thread that connects the stories or in the audio. Being cited as a source does not count.