Lululemon's "Macro Uncertainties"

And, Toncoin's Grok AI price bump.

March 28, 2025

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Today is Friday, March 28, 2025.

The Early Bird Index today is 71.97

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Lululemon's "Macro Uncertainties"

Lululemon $LULU ( ▲ 0.09% ) posted financial earnings results on Thursday as investors grew concerned about the athletic apparel retailer’s forecast, causing the stock to drop 10.11% in after-hours trading.

Financials: Lululemon reported earnings of $6.14 per share and revenue of $3.6 billion in the past quarter; both were better than expected.

Details: Same-store sales were lower than expected in the quarter. Sales in the Americas (Lululemon’s top region) were flat year-over-year.

Powering the Story: The company’s 2025 guidance disappointed investors. CFO Meghan Frank said the company is navigating “ongoing macro uncertainties.”

Early Bird’s Nest Egg Gains: Reduced consumer spending could lower demand for Lululemon's premium-priced athletic wear.

  • Economic concerns and inflation are weighing on consumer spending, making customers more selective with their purchases.

  • To maintain growth amid uncertain demand, Lululemon has had to focus on improving profitability, which may require adjustments to pricing or cost structures.

Final Thoughts: Lululemon’s weak forecast comes after the stock dropped 12% in the last 12 months.

Notables

Notable Earnings Today: Immunoprecise Antibodies (Nasdaq: IPA), Katapult Holdings (Nasdaq: KPLT), LiqTech International (Nasdaq: LIQT), SBC Medical Group Holdings (Nasdaq: SBC), SuperLeague (Nasdaq: SLE), zSpace (Nasdaq: ZSPC).

Notable IPOs Today: CoreWeave, Inc. Class A Common Stock (Nasdaq: CRWV), Intercont (Cayman) Limited Ordinary shares (Nasdaq: NCT).

Notable Equity Crowdfunding Campaigns Ending Today: N/A.

Notable Economic Events Today: PCE Price Index (8:30 a.m. ET), Personal Spending (8:30 a.m. ET), Michigan Consumer Expectation / Sentiment (10:00 a.m. ET).

Toncoin's Grok AI Price Bump

Cryptocurrency Piggy GIF by Piggyverse

Gif by Piggyverse on Giphy

The price of the cryptocurrency Toncoin $TONCOIN.X ( ▼ 1.9% ) jumped about 9% on Thursday amid increased interest and demand.

Details: News broke that Grok AI would be integrated into the Telegram messaging platform, which supports Toncoin and the TON blockchain.

Final Thoughts: Despite the recent price jump, Toncoin’s value is still down since the start of the new year.

Levi Strauss Discusses Dockers Sale

Clothing company Levi Strauss $LEVI ( ▼ 0.5% ) might have a potential buyer interested in purchasing the Dockers brand.

Details: Women's Wear Daily reported on Thursday that brand management firm Marquee Brands is talking with Levi Strauss on a deal to buy the Dockers business.

Background: Levi Strauss previously said it was exploring a potential sale of Dockers. The brand saw its revenue drop in the past year.

Final Thoughts: Hopefully this improves the stock price, which is down 8% this year.

Not Lovin This: AppLovin Stock Tumbles On Short-Seller Takedown (Investor’s Business Daily)

The Robots Are Coming: Amazon Lays Off Around 200 Fulfillment Support Staff (The Information)

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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.