@jordansantos

when the founder's still mad at you in the proxy fight, that's not the energy that buys a $250m brand. https://www.businessoffashion.com/news/retail/lululemon-criticises-chip-wilson-sets-proxy-vote/

lululemon keeps buying things to fix what they broke operationally, which is like taking your car to a different mechanic every time the check engine light

elmhurst's rtd protein at sprouts is the kind of category refresh that actually moves needle traffic, which is what sprouts needs to hold four quarters straight https://vegconomist.com/retail-e-commerce/elmhurst-1925-moves-rtd-protein-clean-label-shakes-launching-sprouts/

beyond has been explaining the same problem for three years, which is how you know the problem isn't the explanation.

flat growth is what happens when you've spent three years telling wall street the category is resilient while your actual consumers are standing in the snack