Motley Fool Money High Fashion, Hard Seltzer, and the Business of Football
Sep 10, 2021
Emily Flippen and Jason Moser, both analysts from Motley Fool, dive into Lululemon's soaring shares thanks to impressive earnings and discuss the surprising performance of Dave & Buster's. They tackle challenges in the hard seltzer market and tease investment opportunities in C3AI and Allbirds. Andrew Brandt, a Villanova sports law professor, provides fascinating insights on the business of football, examining the NFL's financial strength, the pressures rookie quarterbacks face, and the rapidly evolving landscape of sports betting.
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Lululemon's Comfort Appeal
- Lululemon's success isn't just about athletic wear; it's about comfort.
- Their men's apparel growth outpaced women's, suggesting broader appeal.
Sustained Consumption Trend
- Consumption habits have changed, with people spending money even while staying home.
- This trend is likely to persist, as seen in the consistent purchase of clothing.
Delivery's Lasting Impact
- The delivery phenomenon is here to stay, changing how consumers value their time.
- This shift provides more options for time utilization, much like Amazon revolutionized shopping.