BEYOND THE FABRIC LESSONS FROM LULULEMON’S EXECUTION | JULY 2025

by Andrew Sia

2025 JULY ISSUE

BEYOND
THE FABRIC LESSONS
FROM
LULULEMON’S EXECUTION

Written by ANDREW SIA

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From the Desk of the Publisher

It all started with a paid ad I caught from the Wall Street Journal’s October 7 issue titled “Lululemon in a Nosedive.” It was posted by no other than Chip Wilson, the original founder and its ex-CEO who left Lululemon in 2015. This has brought back a lot of memories from the old days when I was still in the manufacturing sector of the industry. But I have to say that I am still impressed by Lululemon’s impeccable quality and the apparel’s execution.

It is most unfortunate that the world has been caught with the tariff war and the supply chain has been under disruption. This has also led to the poor performance of all kinds of products across the board, not only the prices are higher, but also in some cases the quality also suffers.

Because of the challenges and poor performance of these brands, they are compelled to cut back their management headcounts, and we have seen the job market has reflected the situation. I feel very sorry about the situation and there is not much we can do except to watch what is out there and be alert.

Chip Wilson, the founder and former CEO of Lululemon established the company in 1998. He was credited with creating the “athleisure” apparel category—technical athletic wear that is also a lifestyle apparel.

Recently, he caught my attention with a paid advertisement titled “Lululemon in a Nosedive” in the Wall Street Journal dated October 7. In that ad him quoted:

“We invented a ‘technical product’ business model, created a new apparel category, pioneered community marketing, and developed system processes so simple a refrigerator could manage them.”

Wilson has often been critical of the current board and management of Lululemon, claiming they have lost the company’s original vision, creative direction, and product-led culture — every quality that gave the brand’s uniqueness.

However, his history of controversial public remarks, particularly about customer body types, sizing and diversity has repeatedly drawn criticism.

Basically, what Wilson meant, essentially, is that Lululemon was not just a fashion apparel brand, but it is the one that built on performance fabrics, high engineering of garments with stretch fabrics and moisture wicking characteristic. It was more akin to technical gear rather than purely fashion. Without question that Wilson sought to make “women’s technical athletic apparel both beautiful and premium.” He helped pioneer the athleisure/technical yoga-wear lifestyle category, that move from gym to everyday life, merging fashion with function and Lululemon became the darling during the pandemic when people were lockdown at home and compelled to do everything online, whether it was studying, working, or carried out social functions.  

Lululemon emphasized community, culture, word-of-mouth, vertical retail rather than mass wholesale, all are community-led marketing. It even conducted yoga classes and Pilates studios inside the stores, where instructors would lead free sessions, customers would intermingle with one another, and the garments were tested in real motion. In a way I feel that he was creating a cult. It is not just selling garments, but also a ritual community.

Wilson’s history of controversial personal viewpoint—as founder and shareholder—became his enemy and until it arrived at the point that he was ousted by the board before he could do more damage to the company.

This time in his paid advertisement, the metaphor “so simple a refrigerator could manage them” is rhetorical and obvious not literal. I found that his remark is unfair in time toward current management and it perhaps more of a founder’s retrospective critique than a neutral historical fact. I can also feel the tension between founder’s vision vs. institutional evolution. I would also say that “the grapes you don’t get are sour.”

Actually, he didn’t invent a totally new concept as comfort, function, and performance had long been the DNA of foundation garments—brassieres, girdle, corset, and bustier—which have been our execution every day that demand engineering precision and aesthetic grace.

In my early days, about the time when Lululemon was founded, I started the concept of “fashion sports” and I was using fitness, comfort, function, support, and performance in our design. I was perhaps too focused on the foundation, which we classified as “next to your skin,” and I had to leave the idea behind. And our seam allowance was down to the millimeters, and they would need to be very consistence. Those executions became art.

Wilson, as the founder of Lululemon was able to turn his shops into a community and this is the success of the business. He was able to deliver the concept to the market and gained the recognition. He was very smart.

At this point he should be thankful to his management team as the market situation is definitely different than when it was in the 2000s and 2010s. During that time, we didn’t have the covid pandemic, there was no tariff war, the geopolitical challenges were not there, and the global supply chain was intact. By then there were not that many competitions who are like flies in these days. The online giants like Temu and Shein were not around by then. We have all these reckless copycats who flooded the market with cheap copies and unfair practices.

It has never been easy to run a company especially when the founder would come and criticize without appreciation. I believed that the executive directors and the team are always there to deliver their best. They have a lot to expect from the result. One thing I must mention is Lululemon’s impeccable delivery of fit and quality and not forget to mention the function. It is so easy to criticize the lack of choices in colors. Give the customers the colors from the color palettes with all the skin tones, but black will always be the key color. 

I hereby wish Lululemon continued success in performance and innovation. May those who work there remember that true craftsmanship endures beyond trends. It is an art built from consistency, purpose, and heart.

Epilogue – A Note to the Next Generation:

I learned my business from the best teachers who happened to be my predecessors in the trade. (Whenever I think of them my eyes would water.) The making of brassieres trained me in a discipline few other crafts could offer. Each stitch had to be precise, every measurement accurate to the millimeter. We paid attention not only to function, but also to aesthetics and that “feel good” element that gives confidence to the wearer. 

At our peak, we produced thirty million brassieres a year, and our customers loved us for our consistency and care. Many of my colleagues from those days remain dear friends, bound by a shared respect for excellence.

I write these reflections for the young generation — to remind them that success comes not from shortcuts but devotion to one’s craft. Learn seriously, work earnestly, and excellence will follow. It is through diligence, humility, and compassion that we leave behind something greater than ourselves — it is not just garments, but a legacy of integrity.  

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