Lululemon is facing significant challenges in the Chinese market, with its brand image tarnished by recent events like a poorly handled outdoor yoga session during heavy rain and ongoing fabric quality issues. These incidents have eroded consumer trust and led to a substantial drop in its stock price, with shares falling over 43% since early 2026. The company's strategy, once built on community marketing and a AI
RANK_REASON [lever_c_demoted from research: ic=1 ai=1.0]
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