$LULU new 8-year lows
$NKE new 12-year lows
Retail research analysts built their entire persona pumping the “moat” of these two.
Here’s a lesson: Brands have no moat. They’re either getting hotter, or they’re cooling.
You win by observing at which stage the brand is at.
$NKE new 12-year lows
Retail research analysts built their entire persona pumping the “moat” of these two.
Here’s a lesson: Brands have no moat. They’re either getting hotter, or they’re cooling.
You win by observing at which stage the brand is at.