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October 29, 2025 33 mins

It's the 2010s, and the athleisure market has exploded. As Lululemon has grown into one of the world's biggest athletic wear companies, brands like Nike and Adidas want a piece of the pie—and new, smaller companies are adding to the competition. Soon, everyone will be selling the same type of yoga pants that Lululemon created. To survive, Lululemon will need to expand its business-model. That means distancing itself from its founder and venturing into a brand new world: tech.

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