Neil Freiman

You know, it's just like... Cholula, Neil.

Cholula.

Cholula.

You always go back to Cholula.

You always go back to whatever is already in your fridge.

I think that's what's happening here when people go on to any music streaming service.

In music alone, an average of 99,000 new tracks are delivered to streaming platforms each day.

And when I talk to people about what music they listen to, they often just say, oh, I just go to whatever Spotify tells me to listen to.

And often, Spotify is going to those top lists from...

the past couple of years.

And those are the things that are generating all of these streams, which is why we see music from 2024 and 2023 back on the top of the list because people are just turning to Spotify algorithms and playlists.

And that's what's on there.

So awkward when the founder of the company and the former CEO is just posting mean things about the company on LinkedIn.

He even took out a full page ad

in the Wall Street Journal, saying the company was in a, quote, nosedive and it needed to stop chasing Wall Street at the expense of customers.

And Lulu, yes, reported a 7% increase in sales last quarter, but basically all of that was opening new stores in international markets.

Revenue in the Americas was down 2%.

It's clearly...

Not so cool anymore compared to other athleisure brands like Aloe and Vori.

At the same time, it might be facing broader headwinds in the athleisure market.