About
Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Solutions
Get targeted insights into industry trends with our quarterly sector reports, so you can predict the future and stay a step ahead.
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your real-time focus group keeping you connected to consumers and giving you a critical edge over your competition.
Learn More
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More

Will Lululemon Digital Sales be Enough?

March 30, 2021

Will Lululemon Digital Sales be Enough?

In the last 2 quarters, Lululemon's digital sales have rocketed: +155% in Q2 and +94% in Q3.

You can see a massive surge in digital fulfillment mentions from March through August on the chart above. Then, a strong Holiday season. Currently, Lululemon digital fulfillment mentions are pacing +32% YoY. This shows some behavior stickiness, and it's important for Lululemon to maintain this momentum moving forward. From February through early November, in-store revenue fell 36% YoY, and digital sales comprised 43% of total sales...so strength in this segment is critical to drive growth and offset lower foot traffic. We've also got our eyes on 2 other key indicators of future growth: 1) Lululemon began selling home fitness device, Mirror, ahead of the Holiday season. Lulu acquired Mirror in June for $500 million. LikeFolio data shows that while the sample size is low, buzz is growing. Mentions of the Mirror device/platform have increased 19% YoY, and recorded a nice peak during a key fitness season: New Year Resolutions. 2) The high quality athleisure market is getting crowded. LikeFolio data suggests some other players in the athleisure space are gaining traction with consumers. While Lululemon continues to hold market share from total demand perspective (represented by the size of the circle on the chart below) -- three other brands are showing signs of steal.

Vuori has exploded on the consumer scene with a price tag just under that of Lululemon. Gymshark (eCommerce only) and Gap's Athleta brand are also showing signs of YoY growth. This is something to keep an eye on moving forward, especially as we watch overall demand growth for Lululemon temper.

Related Posts

Is Tiffany's losing its bling...again?

Tiffany's (TIF) will report quarterly earnings Wednesday prior to the […]

Read More
Trouble for Lululemon?

Lululemon (LULU) We won't lie, we were shocked to see […]

Read More
Lululemon: still the hottest gift under the tree?

Lululemon (LULU) Lululemon is a Wall Street darling. Shares have […]

Read More
1 2 3 5

Related Posts

KEEP YOUR COMPETITIVE EDGE

Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

©2022 LikeFolio. All Rights Reserved.
Privacy Policy
|
Terms of Use
LikeFolio userslaptop-phonepie-chartchart-barsselect