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Disappointing sales outlooks from Lululemon and Nike prompted CNBC's Jim Cramer on Friday to wonder whether the big athletic apparel makers are ceding ground to lower-priced competitors. "Nike, Lulu — are these companies that are just charging too much when others are coming underneath them with good product? Shares of Lululemon tanked more than 16% Friday after issuing light current-quarter and full-year guidance after the closing bell Thursday. The company's finance chief said weaker U.S. traffic and a challenging consumer environment has led to the "broad-based" slowdown. Lululemon's earnings report and outlook was "surprising," Cramer said, considering the Vancouver, Canada-based firm has been viewed as a "high-growth company."
Persons: CNBC's Jim Cramer, Lulu —, Cramer, LULU, Ralph Lauren Organizations: Nike, Management Locations: Vancouver, Canada
In this article COSTLULU Follow your favorite stocks CREATE FREE ACCOUNTLululemon AthleticaLoading chart...Shares of Lululemon tumbled over 12% on Friday. Cramer said that the main problem with Lululemon was that its strength was already baked into its stock price going into the quarter, meaning that it tumbled when the company failed to report perfect results. Costco WholesaleLoading chart...Shares of Costco inched up 0.33% on Friday. Unlike Lululemon, Wall Street underestimated the company's ability to churn out a solid quarter, according to Cramer. "I think you should be buying Costco if you don't already own it.
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