Wholesale, direct, and the cost of changing your mind
It traded at 35.52, -0.84% today. Moving from wholesale to direct raises margin and burns the shelf space it took decades to earn.
Free 4 min read
NKELULU
Stock
LULU
LULU
Delayed
Notes mentioning LULU
2Full-price sell-through is the only pricing power that counts
The sell-through and markdown thresholds I use to judge pricing power.
Paid 2 min read