The post Lululemon Hits The Wall While Fabletics Takes Flight appeared on BitcoinEthereumNews.com.

Century City, California- A view of the Fabletics location at Westfield Century City getty Lululemon once was the undisputed consumer favorite in the rapidly growing athleisurewear market. Sporting the Lululemon logo became a status symbol, owing to its performance attributes, fashion-forward styling and premium pricing—leggings start at about $100. But recently it’s been caught in what investment analyst HSBC called a “downward spiral” after repeated product quality issues and being caught behind emerging style trends. Lululemon’s failings have allowed faster-moving competitors to take market share. While Lululemon still holds a commanding market share lead—it should end the year with $11 billion in revenues—premium brands like Vuori and Alo Yoga have been closing the gap. And in these days when 80% of consumers face an affordability crisis and casual comfort is non-negotiable, the popularly priced Fabletics is coming on strong. Over the past three quarters, Fabletics has averaged 15% same-store sales growth. Lululemon, by comparison, has seen same-store sales in the Americas trending down all year, including a 5% drop in the third quarter. Lululemon’s Troubles Mount No sooner had Lululemon reported at the ICR Conference that a good holiday season gave it confidence that net revenues and diluted earnings for the fourth quarter would hit the high end of previously reported guidance, when it was slammed with another quality-control crisis—an unwelcomed flashback to the too-sheer leggings debacle in 2013 and a similar one in 2024 when the “Breezethrough” leggings had to be pulled. Just days ago, after releasing its new “Get Low” leggings line, Lululemon pulled them off the website after receiving complaints that they were see-through and not “squat proof.” While the collection remains available in stores, a Lululemon spokesperson said, “We have temporarily paused sales online in the market to better understand some initial guest feedback and support…

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Filed under: News - @ January 21, 2026 10:28 pm