While many retail businesses have struggled to cope with a wave of disruptions — from pandemic to supply chains to inflation — Lululemon has continued to scale, even when retail sales elsewhere dipped. CEO Calvin McDonald shares how mid-term strategic planning, control over inventory, and a culture that climbs mountains together has fueled agility and versatility. When it comes to brand-building and community building, Calvin says, it’s critical to lean into listening, so you can amplify what makes your business truly distinctive. Read a transcript of this episode: https://mastersofscale.comSubscribe to the Masters of Scale weekly newsletter: https://mastersofscale.com/subscribeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Calvin McDonald, CEO of Lululemon, shares insights on the brand's recent successes and strategic growth amid rising inflation concerns. Stacey Rask dives into the semiconductor industry, discussing government regulations and their impact on companies like NVIDIA. Peter Harrell, a former National Security Council Senior Director, analyzes the implications of potential TikTok restrictions in the U.S., covering national security concerns and the shifting media landscape. The conversation includes market reactions to recent economic data and JPMorgan’s leadership changes.

Calvin McDonald, CEO of Lululemon, shares insights on the company's remarkable quarterly results and a bullish holiday season outlook. The discussion highlights Lululemon's impressive growth in China, with a staggering 39% increase amidst market challenges. McDonald emphasizes the importance of innovation and community engagement in building brand loyalty. The podcast also touches on broader market trends, including strong performances from other retail giants like Ulta and the optimism fueling the tech sector's rise.