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🦣 “Mam & Eggs” — Vow’s lab-grown mammoth. Lululemon’s bad bet. Elon’s anti-AI letter.

The Best One Yet

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The Second Rip in Lulu Lemon's Profit Margin

Yeti's Lulu Lemon stock jumped yesterday because their sales rose 30% last year. The profit margin at Lulu Lemon was squeezed by 3 percentage points last quarter. And Krispy Kreme showed us that doughnuts are also a recession proof product.

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