About this episode

The episode discusses Lululemon's struggles, BRP's results amidst tariffs, and trade tensions affecting Canadian companies, along with Couche-Tard's performance and GameStop's pivot towards collectibles.

In this episode of The Canadian Investor Podcast, Simon and Dan break down a rough quarter for Lululemon as falling comparable sales, heavier markdowns and weakening international growth raise serious questions about whether the brand can turn things around. They also look at BRP’s latest results and how tariffs are creating major uncertainty for an otherwise well-run business, before digging into the latest Canada–U.S. trade tensions surrounding Bombardier and Canadian banks. Then, they turn to Couche-Tard, where fuel profits remain strong but merchandise growth continues to struggle as consumers increasingly trade down and look for value. Finally, they check in on GameStop’s ongoing pivot toward collectibles and whether the company is quietly building a more sustainable business despite continued declines in its traditional operations. Tickers of stocks discussed: Lululemon (LULU) BRP (DOO.TO) Bombardier (BBD.B.TO) Alimentation Couche-Tard (ATD.TO) GameStop (GME) Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg…

People in this episode

Hosts: Simon, Braden Dennis, Simon Belanger

Guest: Dan

Topics covered

• Lululemon brand crisis
• Canada-U.S. trade tensions
• BRP results
• Couche-Tard performance
• GameStop business strategy

Keywords

• Lululemon
• BRP
• Bombardier
• Couche-Tard
• GameStop
• Canada-U.S. trade
• investing
• business analysis

Mentioned in this episode

Organizations: Lululemon, BRP, Bombardier, Alimentation Couche-Tard, GameStop, Canadian Investor Podcast Network, Jointci.com

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