Podcasts about lululemon

Brian Sullivan, Morgan Brennan and Dominic Chu discussed fresh record highs for the S&P 500, sparking investor hopes for a "Santa Claus rally." Gold, silver and platinum also hit new all-time highs. David Faber outlined details of the story he broke shortly after the close of trading on Christmas Eve: Nvidia agreed to acquire assets from chip design startup Groq for $20 billion.  Elon Musk's Tesla and SpaceX in the spotlight -- a former Tesla board member shares his 2026 expectations for both companies. Also in focus: The stocks that have more than doubled and tripled returns this year, defense sector strength, the outlook for Lululemon and Nike shares after a rough 2025, Strategy goes defensive on bitcoin, tech's Christmas winners.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Was waren die heissesten Themen an den Aktienmärkten im Jahr 2025?

What if you could steal the marketing secrets behind powerhouse brands like Lululemon and Pottery Barn, and use them to grow your own retail or ecommerce business? In this episode, Sal sits down with fractional CMO Jessica Shirra, who has led global campaigns, shaped iconic brand identities, and helped companies of all sizes create marketing that builds true community. Jessica breaks down the strategies big brands rely on, and more importantly, how you can adapt them without big budgets, huge teams, or agency-sized resources. From brand storytelling to customer experience, innovation, and emotional connection, this conversation reveals the real levers that move the needle in modern marketing. If you're ready to market your business with the clarity, intentionality, and confidence of the world's top brands, this episode is a must-listen. — Sal

"Don't let fear rule your life, let possibility and curiosity drive you." – Kathryn Henry Today's featured bestselling author is a speaker, spiritual seeker, investor, advisor, business leader, and Independent Director at Lululemon, Kathryn Henry. Kathryn and I had a chat about her book, “A Dime to Say I Love You: A Journey of Love, Loss, and Spiritual Awakening”, the therapeutic power of storytelling, how journaling helped her process grief, and more!!Key Things You'll Learn:What inspired Kathryn to become a writer and eventually publish her first bookWhat helped her to finish her book and one of her favorite chapters from itWhat helped her to navigate the labyrinthine nature of griefWhy it pays to mentor othersKathryn's Site: https://kathrynhenry.com/Kathryn's Book: https://a.co/d/2BnIScjThe opening track is titled, “Unknown From M.E. | Sonic Adventure 2 ~ City Pop Remix” by Iridium Beats. To listen to and download the full track, click the following link. https://www.patreon.com/posts/sonic-adventure-136084016 Please support today's podcast to keep this content coming! CashApp: $DomBrightmonDonate on PayPal: @DBrightmonBuy Me a Coffee: https://www.buymeacoffee.com/dombrightmonGet Going North T-Shirts, Stickers, and More: https://www.teepublic.com/stores/dom-brightmonThe Going North Advancement Compass: https://a.co/d/bA9awotYou May Also Like…Ep. 1010 – How Writing Together Can Transform Lives with Gregory Copploe & Dani Forrest: https://www.goingnorthpodcast.com/ep-1010-how-writing-together-can-transform-lives-with-gregory-copploe-dani-forrest/760 – From Bonham to Buddha and Back with Clementine Moss: https://www.goingnorthpodcast.com/ep-760-from-bonham-to-buddha-and-back-with-clementine-moss/229 – “Unbroken” with Tajci Cameron (@TajciCameron): https://www.goingnorthpodcast.com/229-unbroken-with-tajci-cameron-tajcicameron/Ep. 431 – “The Dangerous Truth About Today's Marijuana” with Laura Stack (@JohnnyKStack): https://www.goingnorthpodcast.com/ep-431-the-dangerous-truth-about-todays-marijuana-with-laura-stack-johnnykstack/Ep. 655 – “Restorative Grief” with Mandy Capehart (@MandyCapehart): https://www.goingnorthpodcast.com/ep-655-restorative-grief-with-mandy-capehart-mandycapehart/Ep. 617 – “100 Acts of Love” with Kim Hamer (@100ActsofLove): https://www.goingnorthpodcast.com/ep-617-100-acts-of-love-with-kim-hamer-100actsoflove/Ep. 626 – “Finding Grace within Grief” with Portia Booker: https://www.goingnorthpodcast.com/ep-626-finding-grace-within-grief-with-portia-booker/#GNPYear1 Bonus Episode 3 - "The Truth is Within" with Dee Delaney (@deedelaney01): https://www.goingnorthpodcast.com/gnpyear1-bonus-episode-3-the-truth-is-within-with-dee-delaney-deedelaney01/Ep. 636 – “You Are Deathless” with Nicole Angelique Kerr: https://www.goingnorthpodcast.com/ep-636-you-are-deathless-with-nicole-angelique-kerr/Ep. 651 – “Called to Be Creative” with Mary Potter Kenyon (@mpotterkenyon): https://www.goingnorthpodcast.com/ep-651-called-to-be-creative-with-mary-potter-kenyon-mpotterkenyon/Ep. 504 – “Moving Through Grief and Finding Spiritual Solace” with Victoria Volk (@TheGuidedHeart): https://www.goingnorthpodcast.com/ep-504-moving-through-grief-and-finding-spiritual-solace-with-victoria-volk-theguidedheart/Ep. 422 – “The Light Through The Pouring Rain” with James Ruvalcaba (@JamesMruvalcaba): https://www.goingnorthpodcast.com/ep-422-the-light-through-the-pouring-rain-with-james-ruvalcaba-jamesmruvalcaba/Ep. 454 – “Twenty-One Olive Trees” with Laura Formentini (@FormentiniLove): https://www.goingnorthpodcast.com/ep-454-twenty-one-olive-trees-with-laura-formentini-formentinilove/Ep. 891 – Beautiful Mourning with Melissa Oatman (@MelissaOatman): https://www.goingnorthpodcast.com/ep-891-beautiful-mourning-with-melissa-oatman-melissaoatman/

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über einen Sam Altman im Attacke-Modus, die prominenten MDax-Aufsteiger und 7 Bücher, die Euch helfen, das globale Chaos besser zu verstehen. Außerdem geht es um Alphabet, Nvidia, Tencent, Softbank, T-Mobile, Nvidia, Arm, Biogen, Lululemon, ON Semiconductor, GlobalFoundries, CDW, The Trade Desk, Alnylam Pharmaceuticals, Seagate, Western Digital, Insmed, Monolithic, Ferrovial, Meta, Tesla, Apple, Microsoft, Broadcom, T-Mobile, Applovin, Palantir, Aumovio, TKMS, Hellofresh, Gerresheimer, Teamviewer, Ottobock, Tonies, Verbio, PSI Software, LPKF, Stratec, Thyssenkrupp Nucera, Formycon, Procredit, Amadeus Fire, iShares MSCI EM SRI ETF (WKN: A2AFCZ), Xtrackers MSCI World Health Care ETF (WKN: A113FD), L&G Cyber Security ETF (WKN: A14WU5), iShares STOXX Europe 600 Construction & Materials ETF (WKN: A0H08F), iShares Core MSCI World ETF (WKN: A0RPWH), (Xtrackers MSCI Emerging Market ETF (WKN: A12GVR), Amundi Core MSCI Japan ETF (WKN: LYX0YC), iShares Core MSCI Europe ETF (WKN: A0RPWG), Xtrackers MSCI USA ETF (WKN: A1XB5V), NASDAQ-100 ETF (WKN: A0F5UF), JPMorgan US Research Enhanced ETF (WKN: A2DWM7), Xetra-Gold (WKN: A0S9GB, Euwax Gold II (WKN: EWG2LD), iShares Global Corporate Bond EUR (WKN: A1W02Q), Xtrackers II EUR Overnight Rate ETF (WKN: DBX0AN). Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The guys discuss the fallout from the Bondi tragedy and why Labor failed to act on Antisemitism, Taylor Swift’s Eras Richard, ASIC loses the plot with the First Guardian debacle, PuppyGate WFH, Shayne Elliott $13.5m ANZ lawsuit and is Lululemon done? Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspodSee omnystudio.com/listener for privacy information.

What did Micron's earnings tell us about the AI boom? And what's behind the corporate drama at Warner Bros. Discovery and Lululemon? Plus, does Medline's IPO splash bode well for future offerings? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

What did Micron's earnings tell us about the AI boom? And what's behind the corporate drama at Warner Bros. Discovery and Lululemon? Plus, does Medline's IPO splash bode well for future offerings? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:15) Meet new guest Aria Radnia(02:29) Diving into Uber: The Elevator Pitch(17:05) Transitioning to Coupang: The Data Breach Impact(28:36) Netflix's New Strategies: Podcasts and Gaming(44:11) Snap's New Monetization Strategy(52:20) Turning Point Brands: A Deep Dive(57:33) Lululemon's Earnings and Market Position(01:04:11) Bubble Watch: Current Market TrendsAria's Twitter: https://www.youtube.com/@QualityInvest5Aria's YouTube: https://x.com/QualityInvest5*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Super Saturday is forecast to draw a record 158.9 million shoppers as weather conditions, according to Planalytics, turn milder and drier across most U.S. markets, providing a crucial tailwind for retailers in the final weekend before Christmas.Giant Food and The Giant Company will shutter all six centralized e-commerce fulfillment centers by Q1 2026, pivoting to store-based fulfillment as Ahold Delhaize joins Kroger in abandoning the micro-fulfillment center model.Elliott Investment Management takes a $1 billion stake in Lululemon and pushes for former Ralph Lauren executive Jane Nielsen to become CEO, as the athleisure brand seeks turnaround leadership following Calvin McDonald's departure announcement.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.Be careful out there!

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über den Rebound von Big Tech, Gerüchte um die Europäische Zentralbank und Aktivistenalarm bei Lululemon. Außerdem geht es um Micron, Oracle, Broadcom, Coreweave, Nvidia, AMD, Lululemon, Tilray, Canopy Growth, Netflix, Warner Bros., Paramount Skydance, Douglas, Rheinmetall, Trump Media and Technology Group, TAE Technologies, Alphabet, Chevron, Goldman Sachs, Equinor, Eni, Cenovus Energy, Lockheed Martin, Nucor, Synopsys und Microsoft. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Bis zu 2.500 € Bonus von Scalable Capital. Neu- und Bestandskunden, die Wertpapiere oder Guthaben bei Scalable Capital einzahlen, können sich bis zum 15.01.2026 einen Bonus sichern. Alle Infos gibt's hier: https://de.scalable.capital/transfer-bonus. Micron hat historisch gute Zahlen. BP macht eine historische Personalentscheidung. Trump macht mit seinem sozialen Netzwerk auch Atomkraft. Aktivisten bei Buchhandlungen, Whitbread und Howard Hughes. Amis freut Inflation. Nike & Birkenstock freut nix. Elliott Management steckt 1 Mrd. $ in Lululemon (WKN: A0MXBY). Seit Jahresanfang hat die Aktie fast 50% verloren. Jetzt auch den Dip kaufen? Alle schauen auf Gold, aber was ist mit Dr. Copper? Der Kupferpreis steigt und Aurubis (WKN: 676650) kassiert. Dirk Roßmann freut's. Diesen Podcast vom 19.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks rallying on the October and November CPI report. The inflation data — which had been delayed due to the government shutdown — came in tamer than expected. Micron shares surged and lifted the AI trade on the memory chipmaker's stronger-than-expect Q1 results and guidance. The anchors reacted to a report which says OpenAI discussed raising tens of billions of dollars at about a $750 billion valuation. Trump Media and Technology Group shares soared on news of its $6 billion deal to merge with fusion power company TAE Technologies. Also in focus: President Trump's primetime message on the Fed, Lululemon and activism, Cramer sounds off about "a sham." Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks got a lift in early trading after a cooler-than-expected inflation print, though some on the street questioned certain parts of the data. Mona Mahajan from Edward Jones talks about how the data plays into her market thesis. Meantime Micron shares spiked on results, giving a lift to the whole AI trade. Susquehanna's Mehdi Hosseini joins after raising his price target on the stock. Plus – Elliott Management takes a stake in Lululemon, Chipotle doubles down on meat, and Accenture's CEO talks AI demand.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Canadian CPI surprised slightly to the downside, but food inflation is still biting, with big moves in staples like beef and coffee. We also break down the shakeup at Lululemon as the CEO steps down, and why investors appear to be welcoming change. On the Canadian side, we dig into Group Dynamite’s eye-popping results and what’s behind the momentum. Finally, we tackle the name that’s been weighing on markets. We wrap with WSP’s latest acquisition and why grid modernization could be one of the more compelling “picks and shovels” angles to the broader AI buildout. Tickers of Stocks Discussed: LULU, ORCL, WSP.TO, GRGD.TO Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Summary del show: — Micron lidera el rebote tecnológico con una guía sólida. — El CPI retrasado de noviembre vuelve al centro del mercado. — Elliott entra en Lululemon y presiona cambios de liderazgo. — Eli Lilly avanza en obesidad con su píldora oral.

US stocks climbed while Treasury yields eased after inflation came in lower than expected. Micron surged on an upbeat outlook as the AI boom fuels demand for memory chips, while activist investor Elliott is reportedly building a $1 billion stake in Lululemon. In central bank news, the Bank of England cut interest rates following a tight vote. In the commodities market, gold hovered near record highs. Back home, Aussie shares are expected to cap off the final full trading week of 2025 on a strong note. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

大家週ㄧ愉快！本集節目為台灣時間12/14的節目 Apple Podcast訂閱最大優惠一個月免費試聽，現在加入就抽Kobo Libra Colour! 如何開啟Podcast訂閱服務 Patreon訂閱往這邊走 免費訂閱通勤精釀電子報 裸辭倒數30天計劃 通勤十分鐘2025年書單 合作邀約請聯繫：onthewaytowork2020@gmail.com IG: @onthe_waytowork https://www.instagram.com/onthe_waytowork/ Powered by Firstory Hosting

Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl. In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Lululemon CEO Calvin McDonald steps down in January amid slowing North America sales.Amazon develops a new "rush" pickup service for one-hour in-store collection at Whole Foods and other Amazon-owned stores, piloting by Q1 2026 to compete in the booming click-and-collect market.Costco reports strong Q1 results with digital sales jumping 20.5% year-over-year, net income rising to $2 billion, and plans to open 30+ new warehouse clubs annually.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über den Broadcom-Abwärtsstrudel, China-Euphorie bei Nvidia und ein Kursfeuerwerk in der Hanf-Branche. Außerdem geht es um Oracle, AMD, ASML, Amazon, Alphabet, Microsoft, Siemens Energy, TSMC, Alibaba, Lululemon, Adidas, Puma, Hensoldt, Rheinmetall, Renk, Tilray Brands, Canopy Growth, SNDL, Porsche, VW, Mercedes, BMW, Suzuki, Geely, BYD, Xiaomi, Tesla, iShares Core MSCI World ETF (WKN: A0RPWH) und Amundi All Country World ETF (WKN: LYX00C). Karstens Artikel zum Netto-Effekt findet ihr hier: https://www.welt.de/wirtschaft/plus693d3cd64e06e0d53ab670f4/steuern-2026-familien-jubeln-singles-zahlen-drauf-das-bleibt-den-deutschen-vom-brutto.html Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

US stocks fell as concerns over AI exuberance resurfaced, with Broadcom sliding amid margin worries, while Lululemon rallied after raising its annual profit outlook. Meanwhile, US government bond yields rose after Fed officials warned of lingering inflation pressures. Elsewhere, European shares also retreated as a risk-off mood spilled into commodities. Back home, Aussie shares are expected to open the week lower, snapping their longest winning streak since August. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

What's ailing Campbell's soup? And why are investors jumpy again about AI? Plus, is Lululemon on the verge of making a comeback? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them.Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

What's ailing Campbell's soup? And why are investors jumpy again about AI? Plus, is Lululemon on the verge of making a comeback? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them.Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.

Disney agreed to let its characters be used in OpenAI's Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracle's recent earnings report, and ask what executive would be the dream free agent pickup for some beaten-up stocks. Travis Hoium, Dan Caplinger, and Jon Quast discuss: - Disney's licensing deal with OpenAI - Oracle's earnings and AI buildout - Lululemon earnings recap - CEO free agent picks Companies discussed: Nike (NKE), The Trade Desk (TTD), Disney (DIS), Block (XYZ), Oracle (ORCL), Alphabet (GOOG). Host: Travis Hoium Guests: Dan Caplinger, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.

Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.

In this episode, Scott Becker breaks down Lululemon's sharp decline in performance, the exit of CEO Calvin McDonald, and ongoing struggles with U.S. sales and merchandising.

On a day in which the Dow and Russell 2000 hit fresh all-time highs, Carl Quintanilla and Jim Cramer also drilled down on continued weakness in the AI trade. Broadcom shares take a hit despite better-than-expected quarterly results. A shake-up at Lululemon: Shares of the athleisure retailer rally on news Calvin McDonald is stepping down as CEO. Chipotle CEO Scott Boatwright joined the program at Post 9 after ringing the opening bell at the NYSE. Hear what he had to say about the restaurant chain and the state of the consumer.Also in focus: Costco's beat, RH CEO Gary Friedman on tariffs and earnings, What OpenAI CEO Sam Altman told David Faber about Google Gemini AI.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A mixed session in early trading following record highs for the S&P 500 a day earlier. Adam Parker from Trivariate Research and Anastasia Amoroso from Partners Group join with their outlook for equities and private markets. Broadcom shares pulled back sharply despite upbeat results and bullish commentary around AI demand. Analyst Vijay Rakesh gives his take on the drop. Plus, why regional banks could be a good bet in 2026, high hopes for pot stocks, and details behind the CEO change at Lululemon. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Story of the Week (DR):3 from Trump: Trump Orders SEC to Review Proxy Adviser Rules in ESG Rebuke AND Trump signs executive order for single national AI regulation standard, limiting power of states AND Trump says Netflix, WBD deal could be 'problem' as son-in-law Kushner backs Paramount bid Trump directed several federal agencies to tighten regulations on proxy advisers:The S.E.C. was ordered to review rules and guidelines regarding the industry, including revising or rescinding any related to diversity, equity and inclusion (known as D.E.I.) and environment, social and corporate governance (or E.S.G.).The F.T.C. and the attorney general were directed to examine state antitrust investigations into the companies to see if there was a “probable link” between those inquiries and potential violations of federal antitrust law.And the Labor secretary was told to review regulations about the fiduciary duties of proxy advisers and others who advise managers of certain employee retirement accounts.These firms “wield enormous influence over corporate governance matters,” the executive order reads, adding that they “regularly” use their power to “advance and prioritize radical politically motivated agendas” instead of focusing on shareholder returns.CEO Moves:Lululemon Athletica's C.E.O., Calvin McDonald, will step down as the athleisure clothing maker struggles to turn itself around. MMHis tenure had been criticized by the company's founder, Chip Wilson.The athleisure retailer said that Calvin McDonald will step down as CEO and board member, effective January 31. Lululemon CFO Meghan Frank and chief commercial officer André Maestrini will serve as interim co-CEOs while the company searches for a new leader.McDonald has served as CEO of Lululemon since 2018, during which time he built the company into a brand powerhouse. But the company has been underperforming for more than a year, with the weakness most apparent in its core North American markeTime to let a woman runInterim co-CEO: CFO Meghan FrankBoard chair Marti Morfitt (CEO of River Rock partners, Airborne, and CNS)Director Alison Loehnis (former president and ad interim CEO of Yoox Net-a-porter group)Levi Strauss CEO Michelle GassHorrible board skills:Economics and Accounting 34%Mechanical 19%Computers and Electronics 12%Sales and Marketing 5%Administrative 5%Coca-Cola names insider Henrique Braun as CEO, replacing James Quincey Quincey will transition to the role of executive chairmanDisney wants you to AI-generate yourself into your favorite Marvel movieThe media company is investing $1bn in OpenAI – and allowing its characters to be used in generated videosTech Billionaires Are Starting Private Cities to Escape the United StatesCoinbase CTO Balaji Srinivasan shared his vision for the “ultimate exit” by tech industry elites from the “failing” United States. “I think it's fair to say, in 2025, we have a movement”That movement is the rise of “startup societies,” a pro-corporate, anti-government coalition of tech magnates, libertarian idealists, and neoliberal economic theorists.As the Financial Times notes in new reporting on the phenomenon, the movement is indeed growing. What once was the stuff of dystopian fiction like the Bioshock franchise is now the task of some 120 startup societies throughout the world, each scrambling to erect specially-built cities to court billionaires who feel maligned by organized society.Goodliest of the Week (MM/DR):DR: Eileen Higgins will be Miami's first-ever woman mayorDemocrat Eileen Higgins is a sharp contrast to her predecessor, Republican Francis Suarez, who leaned into masculinity politics during his termBS in mechanical engineering from the University of New Mexico; MBA from Cornell University; country director of the Peace Corps in Belize; foreign service officer for the U.S. Department of State; Miami–Dade County CommissionerRepublican Francis Suarez: son of former Miami mayor Xavier Suarez; attorney with the law firm Greenspoon Marder, specializing in corporate and real estate transactionsDR: U.S. Court Strikes Down “Unlawful” Trump Ban on Wind Energy ProjectsA U.S. federal court struck down an executive order by President Trump aimed at freezing new wind energy developments across the country, agreeing with a coalition of 18 State Attorneys General that the administration's order was “arbitrary and capricious and contrary to law.”MM: Nintendo's 98% staff retention rate means the average employee has been there 15 yearsAssholiest of the Week (MM):Just sayin…RJ Scaringe, who recently got a mini Musk pay package and can afford a secretary: Rivian's CEO said self-driving cars shouldn't just be able to drive, but also run errands for you like a secretary: 5Joe Lonsdale, Stanford grad: Palantir cofounder calls elite college undergrads a ‘loser generation' as data reveals rise in students seeking support for disabilities, like ADHD: 7 Palantir Chief Legal Officer went to Stanford undergrad, Harvard for law school - and I bet he's a good lawyer: Palantir Sues CEO of Rival AI Firm, Alleges Widespread Effort to Poach Employees Cracker Barrel customers, average age of 340 year old: Cracker Barrel diners are sounding the alarm; here's what reportedly has them furious: 3One of those customers, 73-year-old Craig Watkins of Northern California, told the Journal he has watched the chain's quality fade and wants old staples and original maple syrup restored."I want pure syrup on pancakes, not that watered-down junk," he said, adding that he brings his own syrup when he visits.Craig, pure maple syrup is WOKEMark Cuban, billionaire: Billionaire Mark Cuban Says If You Want To Get Rich, Give Things Up—Drink Water Instead Of Coffee, Eat Mac & Cheese Not McDonald's, 'Save Every Penny': 5Jim Cramer, CEO sycophant: Billionaires Won't Save You,' Says Jim Cramer. 'They're Out For Themselves' And 'Never Apologize For Their Negativity': 5Jim Cramer on Meta CEO: “Zuckerberg Makes Elon Musk Look Like a Real Softy”Sam Altman, who forgets for 10,000 years babies were raised without AI: Sam Altman makes his late-night debut, says he can't imagine 'figuring out how to raise a newborn without ChatGPT': 9Elon Musk, manbaby: Elon Musk says the E.U. should be 'abolished'Alex Karp, who is trying desperately to stay in headlines: Palantir CEO Says Legalizing War Crimes Would Be Good for Business: 10Bob Iger word-salading his investment in OpenAI: ‘Creativity is the new productivity': Bob Iger on why Disney chose to be ‘aggressive,' adding OpenAI as a $1 billion partner: 7Honorable mention:Red Pill Apple - People moves: Former Meta CLO joins Apple as new general counselJennifer Newstead was at Meta from 2019, prior was an appointee of Trump 1.0 at Department of State and way back is partially credited with drafting the Patriot Act in Bush Jr (the act that allows the US to spy on everyone). Normally a move like this no one cares about, but shouldn't we? This is a new exec with a red pill, eye-in-the-sky history joining a company who literally sells privacy - they did a whole commercial about it that aired for a yearShe joins as Tim Cook keeps showing up at every bro-fest dinner with Trump, Musk, Huang, and all the other techlords of the universeHeadliniest of the WeekDR: Woman Hailed as Hero for Smashing Man's Meta Smart Glasses on Subway DR: Sam Altman makes his late-night debut, says he can't imagine 'figuring out how to raise a newborn without ChatGPT'Has he never heard of a library?MM: Project to Resurrect Dead Grandmas Sparks ControversyMM: When David Ellison was 13, his billionaire father Larry bought him a plane. He competed in air shows before leaving it to become a Hollywood executiveWho Won the Week?DR: Miami shareholdersMM: Miami, who got their first female mayor and the first democrat in 30 years, is overqualified, and was running against a nepo babyPredictionsDR: Lululemon still picks a man, because DEI is illegalMM: After reading this headline: Cracker Barrel stock drops after-hours as chain reports losses from 'unique and ongoing headwinds' - Robby Starbuck renames himself Unique and Ongoing Headwind Starbuck.

Andrew and Tom give an update on the market and discuss several earnings reports.Song: That Was A Crazy Game of Poker - O.A.R.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.

Sky Canaves believes Lululemon's (LULU) CEO Calvin McDonald stepping down offers a chance for the company to restyle its business approach. She believes the upcoming leader needs to redress Lululemon's offerings to drawn in a younger audience, a demographic Sky sees as key for growth. George Tsilis turns to an example options trade for the stock. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

David Swartz and Sender Shamiss dig into Lululemon (LULU) earnings. David notes that it is facing a difficult 4Q, pressured by “significant discounting” as it tries to get rid of high levels of excess merchandise. He expects a “difficult holiday period” for the company while others are more successful. Sender looks at its integration of AI to cut returns and says it's “extremely important” to adopt technology from supply chain to stores.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Stock market update for December 12, 2025.

In this episode, Scott Becker breaks down Lululemon's sharp decline in performance, the exit of CEO Calvin McDonald, and ongoing struggles with U.S. sales and merchandising.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über Optimismus bei Broadcom, Pessimismus bei Carl Zeiss Meditec und einen Rekordumsatz von Adobe. Außerdem geht es um Nvidia, AMD, Micron Technology, Lululemon, Munich Re, Daimler Truck, Traton, E.on, Microsoft und Globalstar. Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Muy buenos días, como que ya es hora de irnos poniendo reflexivos sobre cómo le fue a las economías, las empresas y sectores. Empecemos con Pemex. También, en medio de un año donde la palabra que más se escuchó fue la de “aranceles” esto al final ¿sí le ayudó a Estados Unidos? En Lululemon hay cambios repentinos, ¿será que hay algo mal con la marca? Y Sora ya puede jugar con Mickey Mouse gracias a la inversión de US$1000 de Disney en OpenAI. No olviden hacer click al botón de seguir el podcast, activar la campana, para que puedan recibir la alerta de un episodio nuevo cada mañana. [Patrocinado] Conoce las oportunidades que ofrece Deel aquí.

Der Scalable Xtrackers MSCI All Country World UCITS ETF hat noch bis Juni 2026 eine Gesamtkostenquote von 0%. Mehr Infos dazu gibt's hier. Oracle schmiert ab. Disney x OpenAI. Münchener Rück und Daimler Truck überzeugen. Eli Lilly hat gute Studie. Novo Nordisk freut's. Coca-Cola hat neuen CEO. Planet Labs hat Hype. Apple hat IPO-Jubiläum. Broadcom & Lululemon haben geliefert. Linde (WKN: A3D7VW) ist das Apple der industriellen Welt. Das meinte mal Tom Gayner von Markel (WKN: 885036). Wieso läuft die Aktie dann nicht? Wir klären auf! Cisco hat diese Woche das Niveau der Dotcom-Blase geknackt. Und viele fragen sich: Sind wir in einer KI-Blase? Howard Marks hat dazu was Kluges geschrieben. Diesen Podcast vom 12.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In our last Fast Money Live event of the year, the traders dig into Broadcom and Lululemon earnings, as well as Disney's deal with Open AI. Plus, we're answering our biggest fans' most burning investing questions, and bringing you a couple holiday surprises!Fast Money Disclaimer   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode highlights the Further Initiative — a groundbreaking research project on female ultra-endurance athletes conducted in partnership with Lululemon and the Canadian Sport Institute Pacific. Learn more about your ad choices. Visit megaphone.fm/adchoices

El fundador de Lululemon, Chip Wilson, publicó una carta explosiva diciendo que la marca que creó “va en picada”. ¿Qué llevó a un multimillonario a denunciar a su propia empresa? En este video analizamos la crisis cultural, la pérdida de propósito y los errores internos que, según Wilson, están hundiendo a Lululemon desde dentro.

Heath Terry, Citi's Global Head of Technology and Communications Research, breaks down the latest OpenAI announcement and what it means for the AI landscape in 2026. Earnings from Broadcom, Costco, Lululemon and RH set the tone for the afternoon. Market gut check with Stephanie Guild, Chief Investment Officer at Robinhood. Christopher Rolland of Susquehanna analyzes Broadcom's results. Diana Olick reports on U.S. home prices turning negative and Deepak Puri, Chief Investment Officer at Deutsche Bank Wealth Management, on his 2026 market outlook and the strengthening dollar. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Likefolio's Landon Swan says Lululemon (LULU) has “really fallen off” since last year, but that gives it easier comps. However, holiday season shopping has been great for LULU, based on their data, and he thinks the upcoming report will take “a lot of Wall Street by surprise.” He adds that Likefolio is “pretty bullish” headed into earnings. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Lululemon (LULU) never recovered from tariffs, with the stock now down 50% in 2025. Rick Ducat takes investors through key levels to watch if a rebound were to materialize. Tom White turns to the options front for Lululemon. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

The company behind Smiggle and Peter Alexander copped a 12% share price drop because school students aren’t digging its colourful stationery anymore. Spotify has just delivered its biggest ever Wrapped launch, with more than 200 million users jumping in within 24 hours. Lululemon’s founder is trolling the current CEO as he claims the company he started has lost its cool factor. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

On today's episode, Clay is joined by Shawn O'Malley to discuss what he's learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, which includes holdings like Uber, Alphabet, Lululemon, Nike, and Adobe. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:01:42 - How The Intrinsic Value Portfolio has performed this year 00:18:23 - Why a sizable portion of The Intrinsic Value Portfolio is invested in big tech companies 00:28:41 - How Shawn gets comfortable investing in retail companies 00:43:07 - Why Nike is included in The Intrinsic Value Portfolio 00:49:27 - The best opportunities Shawn sees in today's market 00:58:16 - Why Shawn is bullish on Adobe despite the collapsing stock price 01:17:23 - Shawn's estimate of the intrinsic value of Adobe 01:24:19 - Shawn's process for researching stocks Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Check out The Intrinsic Value Podcast. Check out The Intrinsic Value Newsletter. Check out The Intrinsic Value Portfolio. Check out The Intrinsic Value Community. Mentioned Episode: TIP741: The Intrinsic Value of Uber & Reddit. Related Episode: TIVP019: Adobe (ADBE): Designing a Creative Empire. Related Episode: TIVP033: Lululemon (LULU): Still the King of Athleisure? Follow Clay on LinkedIn & X. Follow Shawn on LinkedIn & X. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠We Study Billionaires Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: Simple Mining Human Rights Foundation Unchained HardBlock Linkedin Talent Solutions Alexa+ Vanta Amazon Ads reMarkable Shopify Onramp Public.com - See the full disclaimer here. Abundant Mines Horizon Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

How is Spatial.ai mapping real retail demand?In this episode of Retail Retold, host Chris Ressa gets inside the mind of Lÿden Foust, the CEO and founder of Spatial.ai—the company turning real human behavior into a map retailers can actually use. If you think location strategy is still built on income bands and census data, this conversation flips that idea on its head.Foust explains how Persona Live Segmentation blends social signals, credit card trends, demographic nuance, and movement patterns to reveal who your customer really is—and where they live in the physical world. It's the engine behind brands like Patagonia and Lululemon choosing sites, growing market share, and targeting high-value segments others miss.Ressa and Foust dig into the elephant in the room: AI isn't spatial (yet). The technology can write decks and draw buildings, but it can't feel the difference between half a mile and a trade area boundary. The fundamentals still matter—and boots on the ground beat bots on the map.The two break down how value just overtook quality in consumer preference, why Dutch Bros is winning by going after unexpected segments, and how landlords can use psychographics to land better tenants and build smarter merchandising mixes.What You'll Hear:Why psychographic segmentation, not demographics, drives retail market shareHow Patagonia, Lululemon, and others use Persona Live Segmentation to find their best customersThe four data sources behind Spatial.ai's models: social, purchasing, demographics, movementWhy AI is not yet spatially aware enough to replace human site selectionWhat mobile data gets wrong and right about trade areasHow Dutch Bros disrupted the “crowded” coffee category by targeting unexpected segmentsWhy value is now outperforming quality in consumer decision-makingHow property owners can use psychographics to land the right anchor tenantWhere demographic trends are shifting: birth rates, immigration, Gen Z, and Gen AlphaThe surprising role of franchising as a growth engine for retail real estateChapters00:00 — Who Is Lÿden FoustChris introduces Lÿden and the origin story of Spatial.ai's Persona Live Segmentation platform.01:13 — Why Psychographics MatterLÿden explains why real behavior beats demographics when retailers choose locations.02:15 — The Data Behind Persona SegmentationSpatial.ai blends social signals, spending patterns, demographics, and movement to map customer segments.06:38 — Retailers Using It TodayPatagonia, Lululemon, and others use psychographics to find top customer groups and guide site selection.10:58 — AI's Limits in Real EstateChris and Lÿden debate why AI isn't spatial yet—and why human context still wins for site selection.12:41 — Mobile Data: Good and BadThey break down what mobile visitation data reveals, and where it misrepresents certain customer groups.14:27 — Building Trade Areas SmarterLÿden explains how mobile data reshaped trade area analysis and unlocked competitive insight.18:40 — Value Now Beats QualityThey explore why “value” just surpassed “quality” in consumer preference and what retailers should do about...

Lululemon's Founder is trolling its current CEO… Did Lulu forget how to be cool?6 of the top 15 crypto-holding zip codes?... They're military bases.The theme of this Cyber Monday was AI… It's become a deal-sniffing shopping concierge.Plus, the most viral brand on Giving Tuesday is Goodwill.$LULU $NKE $SPYMorgan Adams Foundation (for the Pauls): https://morganadamsfoundation.org/jackpaul/ Thon (for Allison): https://donate.thon.org/participants/124875NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.