Poonam Goyle and Zach Ray Warring are with us to discuss Lulu Lemon's results. Poonam: The key takeaway here is that women did well in the fourth quarter, but it's just not the fourth quarter. We do have an issue with inventory still; we'd like to see that down below 1.3 billion by the end of the year. So does that necessarily mean cost cutting? It doesn't seem like it'll be on athletes or any time soon.
Bloomberg Intelligence Senior Analyst Poonam Goyal and Zachary Warring, Analyst at CFRA Research, break down Lululemon earnings and outlook. Worldreader CEO David Risher talks about becoming the new CEO of Lyft. Bryan Fairbanks, CEO of Trex, discusses the business of sustainable decking. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management.
Hosts: Doug Krizner and Jess Menton. Producer: Paul Brennan.
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