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  
Podcast: Becker Private Equity & Business Podcast
Published On: Fri Sep 05 2025
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.