Lululemon Expected to Lose Further Market Share to Alo -- Market Talk

Dow Jones

Nov 12

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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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) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 11, 2025 14:44 ET (19:44 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lululemon Expected to Lose Further Market Share to Alo -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLululemon Expected to Lose Further Market Share to Alo -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-12 03:44</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 11, 2025 14:44 ET (19:44 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1496350502.SGD","symbol_name":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2582941693","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2582941693","pubTimestamp":1762890240,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4588":"碎股","LU0823411888.USD":"法巴消费创新基金 Cap","LULU":"lululemon athletica","BK4585":"ETF&股票定投概念","BK4202":"服装、服饰与奢侈品","BK4504":"桥水持仓"},"translate_title":"Lululemon预计市场份额将进一步输给Alo——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LULU":1.5},"content_text":"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) \n\n\n  (END) Dow Jones Newswires\n\n\n  November 11, 2025 14:44 ET (19:44 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}