Lululemon slumps on earnings. Bargain hunters beware.
At this point, the case for the stock can be summed up “in one line: It’s too early,” as Quo Vadis Capital President John Zolidis succinctly put it.
June 5, 2026
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At this point, the case for the stock can be summed up “in one line: It’s too early,” as Quo Vadis Capital President John Zolidis succinctly put it.
“We believe investors are skeptical and reluctant to believe the turnaround is real, setting up further upside in the shares,” writes Quo Vadis Capital President John Zolidis.
“In contrast to the situation at Walmart, incoming CEO Michael Fiddelke is tasked with a turnaround,” said Quo Vadis Capital president and founder John Zolidis. “We assume he has new ideas to rebuild Target’s brand equity, refresh the merchandise and reignite sales growth, but these have to be articulated.”
“Partnering in China absolves management of some operational complexity and geopolitical exposure while freeing resources to focus on a nascent turn in the North American business,” said John Zolidis, president and founder of Quo Vadis Capital.
“They need to have exciting new menu items that drive incremental engagement from their customers,” Zolidis said. “They have to do that in an environment where the consumer is being more careful about where they’re spending their money, so it’s a big challenge.”
By Mariapaula Gonzalez On Thursday morning, Chloe Chan rode her scooter a couple blocks up from the home she was catsitting at in Manhattan to
Weakness in the first quarter, however, has “thrown some doubt” on whether the firm can achieve its goals, wrote John Zolidis, president of Quo Vadis Capital, in a Thursday note. At a minimum, he wrote, the timeline has been pushed out.
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