Dan Caplinger

speaker
1,800 appearances 17 recordings 4 series first heard Oct 2023 last heard 2d ago

Dan Caplinger’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
3 · Nov OctJan 26AprJulnow

Recordings per month over the last 12 months — 16 in all, peaking in Nov 2025 with 3.

Appearances

newest first · ▶ plays the moment
But it does speak to the appeal that hotel owners have when they're trying to get as much money as they possibly can, maxing it out, putting it on all platforms.
is the smart thing to do.
But I just never expected a traditional hotel to be so interested in Airbnb.
I think that that's a potential growth driver as well.
I've been following Lululemon for a long time.
It's interesting to me how stocks that arguably start out more looking like Rule Breakers can end up emulating hidden gem-style stocks later on.
We all know Lululemon's yoga apparel business changed the retail industry.
It opened up an entire new category of these so-called athleisure products.
It brought a new meaning to casual Fridays at the office.
It's been instrumental and spawned a whole bunch of other specialty retail concepts as well.
Business had done really well, but after briefly topping $500 a share late in 2023, early in 2024, we've seen the stock plunge 70%.
Well, what happened?
Growth trends slowed.
They even reversed in the core North American market.
Even now, the company is guarded about its immediate outlook.
It seems like it's trying to bottom, but even most recent quarter, we saw same-store sales in the North American segment drop.
There's a lot of questions about Lululemon right now, but the thing I focus on is, we have seen Lululemon be resilient before.
Turn back the clock, what, 10, 11 years or so, from around 2012 to 2014, the stock was down about 50%.
What happened?
Yoga pants were suddenly see-through.
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