Motley Fool Money Lululemon’s Big Move
Sep 6, 2019
Emily Hoffman, a communications expert who advises corporate clients on crucial conversations, joins the discussion. They delve into Lululemon's uptick in men's sales and the implications for its growth strategy. The talk touches on DocuSign's impressive revenue performance and the challenges faced by Slack post-IPO. Hoffman shares insights on managing high-stakes conversations, emphasizing emotional mastery and intent to navigate workplace dialogues effectively. The episode also explores evolving alcohol consumption trends among millennials, highlighting changing lifestyles.
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DocuSign's Billings Growth
- DocuSign's billings growth outpaces revenue growth, indicating strong business performance.
- Their focus on expanding the 'agreement cloud' positions them well in document management.
Lululemon's Success
- Lululemon's 15% same-store sales growth demonstrates remarkable strength, particularly in menswear.
- Despite premium pricing, their consistent performance justifies their high valuation in the athletic apparel market.
PagerDuty's Investments
- PagerDuty's stock decline despite positive earnings and guidance suggests investor concern over their high investment levels.
- Their significant spending on people and solutions, while necessary for growth, raises questions about their path to profitability.