Activewear brand #AloYoga# has entered the Chinese market through #Alibaba# Group Holding Ltd's #Tmall# platform, increasing competition in the rapidly growing field of premium activewear in the country. #OpportunityChina#

I spend a lot of time traveling and whether I’m here in Nashville, in New York City, or really anywhere I notice so many teens are fully decked out in @aloyoga Those outfits cost roughly $300+ per set for SWEATS!! It’s astounding to me. Gas is expensive, groceries are expensive and yet, so many parents are showering their kids in head to toe Alo 🤷🏼‍♀️

Private brand Alo Yoga is surging in teen mindshare, directly threatening market share for $LULU. $XRT Alo is expanding physical distribution, backing nationwide delivery with a nearly $176M fulfillment hub. Revenue growth: Lululemon = 1.7%, decelerating to under 2% $AEO = over 9%, leading incumbents Lululemon gross margin: 54.9% As Alo Yoga scales nationwide, incumbent apparel brands face rising pressure on margins and market share. Seeking Alpha Quant Rating for Lululemon: Sell. Can Lululemon hold its premium position against Alo?