Ω Lululemon: Tariffs Eating Margins
Posted inAnalysis Financials

Ω Lululemon: Tariffs Eating Margins

June 15, 2025
TLDR; LULU Margins Hit: Q1 FY25 net margin declined due to new tariffs (30% China, 10% other imports) and rising competition. Growth Outlook Trimmed: Lululemon slashed its full-year growth forecast (5-7%), leading to a significant stock drop. Competitive Headwinds: Increased competition from brands like Nike, Alo Yoga, and Vuori challenges Lululemon's premium pricing. Strategic Pricing: ... Read more
trump tariff
Posted inFinancials Analysis

💵 Trump Tariff: Shit Show

April 5, 2025
Trump's Reciprocal Tariffs in April 2025 The Reality of Tariffs Nearly $6 trillion was wiped from markets in 2 days. Tariffs' Impact: It has only lasting influence on market in a healthy economy(Which we don't have). Current Economy: Complex web of fiscal policies, not a healthy economy. Currency Debasement: In our economy value of currency ... Read more
grab
Posted inFinancials Analysis

🚕 GRAB : South East Asia’s Super App

March 13, 2025
TLDR; 3 consecutive quarters of positive FCF - Added $500 million to cash balances in last Q. Became GAAP profitable last quarter. Expanding digital banking presence across Singapore, Malaysia, and Indonesia Cross-Selling Opportunities & Reduced Customer Acquisition Costs for new services. GRAB Q4 FY24 Results: Revenue: $764M (+17% YoY) Net Income: $11M Net Margin: 1.4% ... Read more
trade desk
Posted inAnalysis Financials

📺 The Trade Desk : Digital Ads Backbone

February 22, 2025
TTD's Digital Out Of Home (OOH) Advertising TLDR; Customer Retention: Retention rate above 95% for 10th consecutive year.  Connected TV (CTV) Growth: largest and fastest-growing channel, with video ads comprising nearly 50% of the business.  Unified ID 2.0 Partnerships: Expanded collaborations, including with Spotify and Roku, to enhance user privacy and advertising relevance. Slower rollout ... Read more