Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of FKBest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of FKBest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Falling Knives
Unthreaded | Threaded | Whole Thread (80) |
Author: tecmo ⎊☼  😊 😞
Number: of 1251 
Subject: Re: LULU
Date: 04/26/26 10:51 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 8
I understand what you are saying, but it is never a good time to alienate your potential customers, and by limiting style and sizes that is exactly what they are doing

Don't take this personally, however...

I think the worst thing they could do to the brand is attract a bunch of overweight old people to the stores. Yes you have added those customers, but the base customer will get turned off quickly and the entire aspirational value proposition will collapse.

The brand is meant to be exclusive; both on price and on the image it is selling. This is what made them successful.

tecmo
...

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to tecmo here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 1,241 posts about Falling Knives. The article-length ones it recommended most:
FKA: DG · 25 recs · 2023
MTD – A Masterclass in Un-Swiss Capital Allocation · 17 recs · 2026
Alpha Metallurgical Resources (AMR) · 15 recs · 2026
FKA (a bit): WIP · 15 recs · 2026
ORCL, PSKY, oh my · 15 recs · 2026
Unthreaded | Threaded | Whole Thread (80) |


Announcements
Falling Knives FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of FK | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community | Privacy