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

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

Appearances

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Motley Fool Hidden Gems Investing · Hidden Gem Stocks We Love at the End of the Year · 18 Dec 2025 podcast

We had all these quality control issues.

That was exacerbated by some comments from the then-CEO, now former CEO,

and founder, which I won't bother to repeat here, but it took a while for the company to right the ship after that big boondoggle.

But the payoff was, the stock was a 10-bagger by 2021.

So, come back to today, now we're facing a similarly interesting moment.

Lululemon just announced its quarterly results earlier this month, but it also said CEO Calvin McDonald is stepping down.

Shareholders were happy with that move.

More recently, we've seen activist investors come in

Elliott Management has apparently taken a billion-dollar stake in Lululemon stock, has suggested a former Ralph Lauren executive named Jane Nielsen for the job.

So, very much the stock in play right now.

A lot of investors trying to see, is this the thing that breaks Lululemon out of its slump?

I agree with a lot of what you said, John.

I will admit, I'm less than convinced that this recent trend of trying to pick up superstar CEOs for consumer goods companies that are going through some temporary problems, I just don't think that's as important as just going back to basics.

Let's make some good products.

Let's build up a core base of loyal customers, make them feel valued.

But here's the thing.

Investors have bid down Lululemon stocks so far that they're essentially assuming no real chance of successfully reigniting the growth fires here.

I'm not that pessimistic.

I think somebody new in the corner office might be able to reverse that negative sentiment and get the stock moving in the right direction again.

But what are we talking about here?

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