American Eagle Outfitters & Lululemon: A Tale of Two Different Retailers 9-5-25
- Author
- Scott Becker
- Published
- Fri 05 Sep 2025
- Episode Link
- https://beckerprivateequityandbusiness.com/american-eagle-outfitters-lululemon-a-tale-of-two-different-retailers-9-5-25/
In this episode, Scott Becker breaks down the sharp contrast between American Eagle’s surprising 38% surge after a strong second quarter and Lululemon’s 20% drop as it struggles with merchandising and market positioning.
