Telsey Advisory Group CEO on Lululemon, Victoria's Secret, Ulta Beauty

The transcript discusses various retail market trends, focusing on product performance in women's and men's categories, particularly leggings and outerwear. It highlights the US market's sales trends, noting a flat performance but strong gross margins. The impact of Victoria's Secret's new CEO, Hillary Super, is evaluated, with positive signs in the intimates business and marketing events. Ulta Beauty's strategic moves, including capturing mass customers and growing loyalty members, are also analyzed, showing effective management in a competitive environment.

Discuss the significance of the collaboration between Disney and Lululemon mentioned in the text.

What role did the new CEO of Victoria's Secret play in the recent performance improvements?