S4 - Ep 10 Nike & Lululemon - Athleisure as a global thematic

Athleisure is a lifestyle trend for global consumers. Nike & Lulu are dominating this trend along with a few other mega brands and emerging brands like Vuori. When you appeal to kids through older adults, men and women and on a global basis, you have strong growth prospects. These all drive great stock performance over time. Nike is a more mature growth brand, Lulu has experienced much better growth off a lower base. Both have strong tailwinds going forward from a demographic perspective. Here's my take on both brands, the thematic and the charts. For more information on investing in global brands: https://www.globalbrandsmatter.com/dynamic-portfolio