lululemon athletica inc.

Mercado Libre, Inc

Okta, Inc. Class A Common Stock

Snap Inc.

Put out a Deep Deep on $LULU yesterday!
  
Check it out here: https://mazwoodcap.substack.com/p/company-deep-dive-lululemon-athletica  
  
**_Some highlights include:_**
_-A revenue breakdown of their company-operated stores and their DTC business._ 
![](https://s3.amazonaws.com/media-service.production.commonstock.com/e8b666ce4a6e5836ca25f86b1f052d844cd04994b8d294ce43cc0d399838df3f-1456x402.png)
  
![](https://s3.amazonaws.com/media-service.production.commonstock.com/3aabcc0ad15d528e8ebbb48449cd774d298813642bb06c07163a80291bac5588-1456x618.png)
  
_-A look at their geographic footprint._
  
![](https://s3.amazonaws.com/media-service.production.commonstock.com/460fdabdf55c2569883d7881a31c47a1b61b1394058a4d827ec229c23be296ff-868x582.png)
  
  
  
_-A comparison to $NKE._ 
![](https://s3.amazonaws.com/media-service.production.commonstock.com/509ebf302afcdcf93689171e58ebbf73a0c94c4ccd1263a85d68c3e38432143f-1456x421.png)
  
_And other growth nuggets like:_
*   A Men’s product category that is quickly becoming a $1B business on its own
*   Their $500M acquisition of Mirror this summer
*   A newish paid membership program that is slowly rolling out
*   And last year’s announcement of a “Power of Three” strategic plan that includes: doubling of their men's business, doubling of e-commerce and quadrupling their international business by 2023.
  
Make sure to check it out and subscribe!
https://mazwoodcap.substack.com/p/company-deep-dive-lululemon-athletica
  
Past Deep Dives include: $MELI, $OKTA, and $SNAP!

There’s a lot of momentum in SaaS right now. For good reason. I’m down with SaaS. But I’ve been craving something else. A little diversification from Net Dollar Retention. A little diversification from PS levels through the roof. Something a little more… basic?

https://mazwoodcap.substack.com/p/company-deep-dive-lululemon-athletica