Not sure about the ratings here because as indicated, she owns ATZ and prefers it to Lulu. GLTA
HOLD
Aritzia Inc.(ATZ-T)
21/09/2023
Smaller cap, so not a big position for her. Grew rapidly during Covid, then hit by series of headwinds. Longer term, still a growth story in the US. Additional costs for new stores, which are mostly coming online later this year. Foot traffic is weakening. Reports next week, she's not expecting upside surprises.
Specialty Stores
Christine Poole
$21.820
Owned
WEAK BUY
LuLulemon Athletica (US)(LULU-Q)
21/09/2023
Retail tends to be a volatile sector. Successful expanding into menswear. Premium-priced products geared to higher-income households. You could buy on a dip. Unit growth potential not as great as for ATZ.
Household Goods
Christine Poole
$387.800
No