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Unlike Nike, where Nike is primarily a footwear business and athletic footwear that competes with about

10 companies. Lou Lemon, it competes with other

athletic apparel businesses, but that's not all. They also compete with regular apparel businesses.

And while Little Lemon has done a great job, and we've said that forever, it's hard to kind of continue

that growth when you're so big, and other competitors are coming up the curve to take market

share from you.

Hello and welcome to the Barron Streetwise podcast.

I'm Jack Howe, and the voice you just heard is Randall Connick.

He's a stock analyst at Jeffries, and he's talking about Lulu Lemon, which reported

financial results this past week.

That stock has been a fairly popular one on Wall Street, but Randy has concerns.

He's bearish.

We'll hear about that and about why he recently upgraded Nike.

But first, I'll say a few words about food insurgents.

Sounds dramatic when I say it like that, more so than just small food brands, which have been taking market share.

It's dramatic either way.

Listening in is our audio producer Alexis Moore.

Hi, Alexis.

Hi, Jack.

Are you drinking a poppy right now?

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