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Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
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S4 - Ep 10 Nike & Lululemon - Athleisure as a global thematic
Manage episode 382993126 series 2918135
Athleisure is a lifestyle trend for global consumers. Nike & Lulu are dominating this trend along with a few other mega brands and emerging brands like Vuori. When you appeal to kids through older adults, men and women and on a global basis, you have strong growth prospects. These all drive great stock performance over time. Nike is a more mature growth brand, Lulu has experienced much better growth off a lower base. Both have strong tailwinds going forward from a demographic perspective. Here's my take on both brands, the thematic and the charts.
For more information on investing in global brands:
https://www.globalbrandsmatter.com/dynamic-portfolio
67 قسمت
S4 - Ep 10 Nike & Lululemon - Athleisure as a global thematic
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Manage episode 382993126 series 2918135
Athleisure is a lifestyle trend for global consumers. Nike & Lulu are dominating this trend along with a few other mega brands and emerging brands like Vuori. When you appeal to kids through older adults, men and women and on a global basis, you have strong growth prospects. These all drive great stock performance over time. Nike is a more mature growth brand, Lulu has experienced much better growth off a lower base. Both have strong tailwinds going forward from a demographic perspective. Here's my take on both brands, the thematic and the charts.
For more information on investing in global brands:
https://www.globalbrandsmatter.com/dynamic-portfolio
67 قسمت
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