1444 ET - Jefferies分析师在一份报告中表示，Lululemon的市场份额损失有加速的趋势，因为Alo Yoga启动了一天的30%折扣促销。分析师指出，消费者需下载Alo应用才能参与此次促销，这不仅提升了客户获取，还增加了流量。“我们预计此次促销将为Alo带来额外的流量，同时使LULU失去一部分顾客，从而支持Alo的进一步市场份额增长，”分析师表示。他们提到，今天Roosevelt Field购物中心的Alo商店热闹非凡，而Lululemon的商店却显得冷清。“与Alo的精致展示不同，LULU没有提供同样高档的购物体验，导致高价值客户选择Alo，将LULU视为市场份额的捐赠者，”他们补充道。
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