Lululemon: Deep Dive Analysis
Lululemon’s Q2 revenue fell 4% and Americas comparable sales 12%, as markdowns, tariffs and activewear rivals pressure its premium apparel model.
Tuesday, September 8, 2026
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Voss Capital on X
Voss's Q1 Letter to Partners is out. We highlight a new core long: $WSM https://t.co/56IJVj56l3
Voss Capital on X
New Voss Substack article: The Animation Boom https://t.co/HRQ5KUCF5A by @taylor_hndrson $DIS $TBRD
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 SKHY $989B
- Akre Capital Management, LLC Q3 2026 AMT $78BMA $496B
- Bristlemoon Capital Q3 2026 SNDK $276B
- Fred Alger Management, LLC Q3 2026 AMZN $2.7TGOOGL $4.2T
- Janus Henderson Investors July 2026 KLAC $246BMCK $100B
- Asset Value Investors Ltd July 2026 UNVGY $27B
- Forager Funds Management July 2026 SGE $12B
- PenderFund Capital Management Ltd. July 2026 GNRC $12B
lululemon: An 18% Crash Is Not A Buy Signal
Lululemon’s Americas revenue fell 8% and comps dropped 12%, while a $134.5 million tariff refund masked weakening underlying margins after…
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RBC Bearings' Q1 2027 revenue rose 19.2% and net income 48.2%, while a $2.3 billion backlog driven by aerospace and defense supports growth…
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Amazon combines AWS AI infrastructure, model-company stakes and retail automation, with AWS targeting $1 trillion in annual revenue over…
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WDAY · long Workday INC
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Is OpenAI the Achilles’ Heel of the US Economy? | The Weekly Wrap
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Spare a Thought for Broadcom Shareholders
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Equinor: Positive Fundamentals Could Be Stifled By EU Emergency Measures (Rating Downgrade)
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TSOH Weekly Roundup (09/04/2026)
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Broadcom: The AI Tollbooth Is Becoming An Earnings Machine
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CME perpetual-futures activity is tested against more than 240,000 CFTC data points on open interest and dealer positioning.
Selling Where They Ain’t
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Netflix: A Second Monetization Cycle Is Just Getting Started
Netflix targets $51–51.4 billion of 2026 revenue, $3 billion of advertising revenue and $12.5 billion of free cash flow as its second…
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