Description
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
The AI summary of a GS report highlighting exposures across HF and Mutual Funds, testing out NotebookLM for summarizing big equity research reports.
Published 11/23/24
If you haven't tried Googles NotebookLM product to summarize marketing brochures and other readings using a 1-1 podcast format, you have to try it, its truly amazing. Here's the AI summary of the recently refreshed Brands Investor Brochure, which can be found here in 1 of the orange boxes at the...
Published 11/23/24