1444 ET - Lululemon's market share losses look poised to accelerate as Alo Yoga kicks off a one-day, 30% off promotion, Jefferies analysts say in a note. To access the sale, shoppers need to download the Alo app, driving better customer acquisition alongside traffic, the analysts say. "We expect the promotion to drive incremental traffic to Alo and away from LULU, supporting further share gains for Alo," the analysts say. They note that Alo's store at the Roosevelt Field shopping mall was buzzing today while Lululemon's store was empty. "Unlike Alo's polished presentation, LULU does not deliver the same elevated shopping experience, prompting high-value customers to opt for Alo and positioning LULU as a share donor," they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

November 11, 2025 14:44 ET (19:44 GMT)

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