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Calvin McDonald

Mentioned in 4 analyzed podcast episodes across 4 shows

Episode Appearances

La Estrategia del Día México

La Estrategia del Día México · Apr 23, 2026

BMW sobre aranceles, Avis, Banamex, Lazzeri, Tesla, L’Oréal y Lululemon

Led Lululemon from 2018 until January 2025; transitioned to beauty company leadership

TMEC trade agreement review and tariff negotiationsUS-Mexico automotive tariff disparity and competitivenessMexican government trade strategy and economic diplomacy
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Wall Street Breakfast

Wall Street Breakfast · Apr 23, 2026

ServiceNow tanks on margins

Departed Lululemon in December after seven years leading the company

Enterprise Software Margin CompressionGeopolitical Impact on B2B RevenueHumanoid Robot Production Scaling
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Habits and Hustle

Habits and Hustle · Mar 31, 2026

Episode 541: Jon McNeill: Why “Less” and “Simple” are the Smartest Growth Strategies

Tripled Lululemon business over 5 years; left in January 2024 to join Wella beauty company

Simplification as a leadership framework and competitive advantageProduct-market fit and the importance of eating your own dog foodGo-to-market strategy and sales execution vs. product quality
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The Compound and Friends

The Compound and Friends · Jan 2, 2026

Welcome to 2026

Lululemon CEO since mid-2018; criticized by founder for lack of product vision and poor M&A decisions (Mirror acquisition)

Turnaround Stock Candidates for 2026Lululemon Activist Proxy Fight and Brand DeclineNike Recovery Thesis and Caitlin Clark Endorsement
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