Athleisure Competitive Landscape & Brand Migration Simulator

Brand Perception Space (Drag Brands to Reposition)

Axes: Tech Performance vs. Fashion Hype

Drag any brand circle to re-simulate cohort migration

Ubiquity Penalty Rate 1.4x

Fashionista Trend Elasticity 2.1x

Horizon (Quarters) 8 Qtrs

Observation: Lululemon suffers from mainstream ubiquity dilution. High-margin fashionistas defect towards Alo Yoga and Vuori for aesthetic novelty and community exclusivity.

Market Share Trajectory (Q0 → Projected Q8)

8-Quarter Dynamic Model

Lululemon Share

-11.2% pts (Defection)

Alo Yoga Gain

+8.6% pts (Hype Lead)

Vuori Gain

+6.9% pts (Casuals)

Quarterly Cohort Retention & Defection Matrix

Consumer Cohort	Primary Driver	Incumbent Retention	Top Challenger Inflow