Podcasts · Wall Street Breakfast
LULU's discount dilemma
· 5:06
Episode LULU's discount dilemma
lululemon athletica's (LULU) struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of Skōp. (01:31) Data center developer Switch eyed at $50B+ valuation in massive private funding talks: report. (02:07) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: LULU, DOCU, and more The summer box office blitz is starting to heat up CrowdStrike CEO brushes off post-earnings dip, points to exploding AI demand Nvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO says Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Links in the notes 8
- https://seekingalpha.com/news/4600825-lululemon-athleticas-struggles-continue-lowers-fy26-guidance-below-street-view?source=wsb_podcast:lulus_discount_dilemma
- https://seekingalpha.com/news/4600920-peloton-bets-on-pilates-growth-with-acquisition-of-skop?source=wsb_podcast:lulus_discount_dilemma
- https://seekingalpha.com/news/4600913-data-center-developer-switch-eyed-at-50b-valuation-in-massive-private-funding-talks-report?source=wsb_podcast:lulus_discount_dilemma
- https://seekingalpha.com/news/4600934-biggest-stock-movers-friday-lulu-docu-and-more?source=wsb_podcast:lulus_discount_dilemma
- https://seekingalpha.com/news/4600830-the-summer-box-office-blitz-is-starting-to-heat-up?source=wsb_podcast:lulus_discount_dilemma
- https://seekingalpha.com/news/4600906-crowdstrike-ceo-brushes-off-post-earnings-dip-points-to-exploding-ai-demand?source=wsb_podcast:lulus_discount_dilemma
- https://seekingalpha.com/news/4600916-nvidia-clears-samsung-sk-hynix-and-micron-for-next-gen-vera-rubin-hbm4-supply-ceo-says?source=wsb_podcast:lulus_discount_dilemma
- https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:lulus_discount_dilemma
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