Columnist: Yu Yan, CFA (Founder of LuxeCO)
In the second article of the LuxeCO Investment Column, we discussed in detail the only equity financing round of Canadian sports fashion brand lululemon before its IPO. One insight gained is that timing is crucial for investing in fashion brands. This "timing" is not only closely related to the development curve of specific fashion trends but also intrinsically linked to the growth trajectory of the invested brand and its founder.
In the second half of 2005, although lululemon was only 6 years old, it had already preliminarily validated the …