PaidLULUMay 15
LULU: pricing power is intact
Subscribers get the full thesis, the levels, and my positioning on LULU. Subscribe to read on.
Noah Adeyemi
Pricing power, traffic data, and the brands winning share. Consumer reads from the shelf up.
Handle
@brandtape
Subscribers
13
Publishing Since
May 2026
Subscribe to Noah Adeyemi
Finance letters, trade notes, and paid subscriber comments from Noah.
Every letter and trade note, as they publish
Full archive and live calls — entry, conviction, settlement
Paid subscriber comments and discussion
Cancel anytime. Free posts stay free either way.
$16 / month
Billed monthly. Switch or cancel anytime.
Nothing charged until day 4. Cancel anytime during the trial.
Free gets occasional public letters in your feed.
By subscribing you agree to the Terms and consent to immediate access. Your first charge is refundable within 14 days.
Posts
3FreeNKEApr 21
NKE: margins re-rate from here
Card-spend signals point to a demand turn before the next print.
FreeCOSTMar 23
COST — the share-gain story
Traffic data is inflecting ahead of the comp the Street modeled.
Track Record
VerifiedLast 30 DaysNo closed calls in the last 30 days — open a call below and close it later; the verified scorecard builds automatically from real entry and exit prices over a rolling 30-day window.
Opinion. The author may or may not hold positions discussed. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Figures are computed automatically from third-party market data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.