DiscoverBecker Private Equity & Business PodcastAmerican Eagle Outfitters & Lululemon: A Tale of Two Different Retailers 9-5-25
American Eagle Outfitters & Lululemon: A Tale of Two Different Retailers 9-5-25

American Eagle Outfitters & Lululemon: A Tale of Two Different Retailers 9-5-25

Update: 2025-09-05
Share

Description

In this episode, Scott Becker breaks down the sharp contrast between American Eagle’s surprising 38% surge after a strong second quarter and Lululemon’s 20% drop as it struggles with merchandising and market positioning.

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

American Eagle Outfitters & Lululemon: A Tale of Two Different Retailers 9-5-25

American Eagle Outfitters & Lululemon: A Tale of Two Different Retailers 9-5-25

Scott Becker