Simpatico

Licensing / co-brand · Los Angeles Dodgers → target #8 of 8

Lululemon

Premium athletic apparel brand for active individuals, positioned at the intersection of technical performance and everyday comfort.

Founded 1998 · Parent: Lululemon Athletica Inc. · Competes with Nike, Alo Yoga, Athleta, Gymshark · Partnerships: Team Canada Olympic Committee

Corporate details are Qloo entity data.

Pass
60.2F / 100
100% of the weighted evidence measured

Why this verdict

F 60.2 < 62 and unmitigated red flag(s): DEMOGRAPHIC_MISMATCH.

  • DEMOGRAPHIC_MISMATCH: m4 < 0.35 (observed m4 0.23)

Scores, flags and verdicts are computed in code. The agents can only argue with the ledger; they never set the score.

Six audience metrics

Bar = this target; tick = shortlist average.

m1 Two-way audience affinity
0.76
Harmonic mean of the buyer audience’s affinity for the target and the target audience’s affinity for the buyer’s brands.
m2 Taste-profile overlap
0.17
Rank-weighted overlap of the two audiences’ top-50 cultural taste tags.
m3 Cross-domain agreement
0.80
How strongly the target’s audience embraces the buyer audience’s favourite artists, shows, films and podcasts.
m4 Demographic alignment
0.23
Similarity of the two audiences’ age and gender over-index profiles.
m5 Geographic footprint
0.54
Correlation of metro-level audience affinity, relative to the screened cohort.
m6 Momentum
0.52
Trending rank change over the last 4 weeks vs the 8 before, relative to the cohort.

How F is built

Points each metric adds (weights for Licensing / co-brand, renormalised over what Qloo could measure).

MetricWeightPoints
Two-way audience affinity0.3526.6
Taste-profile overlap0.101.7
Cross-domain agreement0.2016.1
Demographic alignment0.102.3
Geographic footprint0.2010.9
Momentum0.052.6
F60.2

Qloo explainability: the buyer-side signals driving the forward affinity are Los Angeles Dodgers (1.00).

Where the audiences meet, across culture

The buyer audience’s top titles in each domain, ranked by how strongly Lululemon’s audience embraces them.

Music0.81
Embraced: Meek Mill, Berner, Problem · Least shared: UGK, Swishahouse, Freddie Gibbs
TV0.88
Embraced: Men of a Certain Age, Brockmire, Burning Love · Least shared: Trailer Park Boys, Eastbound & Down, It's Always Sunny in Philadelphia
Film0.79
Embraced: Moneyball, Coach Carter, Greater · Least shared: Varsity Blues, Major League II, Draft Day
Podcasts0.73
Embraced: The Pete and Sebastian Show, TigerBelly, This Past Weekend w/ Theo Von · Least shared: Lee Syatt: What Was I Thinking?, The Church of What's Happening Now: The New Testament, Tom Segura En Español

Taste profile overlap

18 of 82 top taste tags shared.

Both over-index on
friendshipfriendfamily relationshipsEuropeanfemale protagonistteenage boyrockteenager
Buyer only

Hip Hop, Tortillas, mexican american, rap, african american

Lululemon only

Salad, Self Help, Restaurant, best friend, Steak

Audience shape

Los Angeles Dodgers (buyer) Lululemon
-0.70-0.350.00+0.35+0.70≤2425–2930–3435–4445–5455+MenWomen

Relative over-index (+) or under-index (−) of each aggregate audience, from Qloo. Not individual data.

Momentum

z = 0.11 relative to the screened cohort (2025-10-01).

prior 8 weekslast 4

Footprint overlap for distribution

White space: Lululemon strong, buyer weak Shared stronghold Other metros
White space

Minneapolis, Louisville, Columbus, Kansas City, Memphis, Cincinnati

Shared strongholds

Boise, Anchorage, Tucson, Albuquerque, Oklahoma City

Bull vs bear

10 of 10 claims survived the judge; 0 rejected for citing numbers not in the ledger or misreading them.

Bull: for the deal

  • Geographic footprint is a relative strength: the aggregate audience geographic footprint score of 0.544 sits above the shortlist average of 0.434 for this target's cohort.

    t8-m5.value = 0.5442t8-m5.shortlistAverages.value = 0.4339
  • Geographic correlation is a strength at 0.088 against a shortlist average of -0.132, and six white-space metros show the target audience over-indexing where the buyer's audience is weaker.

    t8-m5.correlation = 0.08844t8-m5.shortlistAverages.correlation = -0.1322t8-m5.whiteSpaceCount = 6
  • The aggregate audience affinity between the target and the Dodgers is 0.761, and the Dodgers appear as the target's top driver with a score of 1, indicating a strong shared fan-facing signal in the taste graph.

    t8-profile.forwardAffinity = 0.7611t8-profile.drivers[0].score = 1
  • Two-way affinity ratio is 1, so the audience affinity runs symmetrically between the Dodgers and the target, which reads as average against the shortlist rather than as a weakness.

    t8-m1.ratio = 1
  • The demographic gap is real but narrower on younger buckets: the buyer audience over-indexes on 24-and-younger at 0.36, while the target sits near neutral at 0.04, which leaves room for a co-brand targeted at that cohort.

    t8-m4.buyer.24_and_younger = 0.36t8-m4.target.24_and_younger = 0.04

Bear: against, or diligence first

  • The code raised a DEMOGRAPHIC_MISMATCH flag: the buyer's demographic alignment with the target is 0.226, below the 0.35 threshold, and the audience cosine is negative at -0.547, so the two audiences point in opposite demographic directions.

    DEMOGRAPHIC_MISMATCH
    t8-m4.value = 0.2264t8-m4.cosine = -0.5472
  • The biggest demographic gap sits in the 55-and-older bucket: the Dodgers audience affinity there is 0.33 while the Lululemon audience is -0.63, so the licence would reach an older cohort where the target's audience is under-indexed.

    DEMOGRAPHIC_MISMATCH
    t8-m4.biggestGap.buyer = 0.33t8-m4.biggestGap.target = -0.63
  • Two-way audience affinity is weak: the mutual affinity value is 0.761 against a shortlist average of 0.806, and the Dodgers appear as the only reverse match for Lululemon, so the audience overlap is thin.

    t8-m1.value = 0.7611t8-m1.shortlistAverages.value = 0.8058
  • Taste-profile overlap is limited: only 18 shared tags out of 82 in the union, a Jaccard-style value of 0.172 against a shortlist average of 0.262, and 55% of the buyer's top-20 tags are missing from the target's profile.

    t8-m2.value = 0.1724t8-m2.buyerTop20MissingShare = 0.55t8-m2.sharedCount = 18
  • Overall composite score is 60.2 against a shortlist average of 64.2, and the audience-only momentum signal is weak at 0.519 against 0.532, so the aggregate case for this pairing is below the shortlist and does not justify a licence without further diligence on the demographic gap.

    t8-score.F = 60.16t8-score.shortlistAverages.F = 64.18t8-m6.value = 0.519
Provenance: 26 Qloo calls behind this target

Requests as sent (the API key travels in a header and is never logged). Responses are cached privately on the server.

PurposeEndpointStatusResultSource
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 profile(s)cache
/v2/insightsok25 recommended artist(s)cache
/v2/insightsok25 recommended tv_show(s)cache
/v2/insightsok25 recommended movie(s)cache
/v2/insightsok25 recommended podcast(s)cache
/v2/insightsokdemographics for 9 of 9 entitiescache
/v2/insightsok50 taste tag(s)cache
/v2/insightsok7800 heatmap cell(s) in United Statescache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/trendingok47 trend point(s)cache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok50 taste tag(s)cache
/v2/insightsok1 of 1 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok25 of 25 candidates scoredcache
/v2/insightsok10474 heatmap cell(s) in United Statescache
/v2/analysis/compareok0 shared catalogue tag(s)cache
Evidence rows (what bull, bear and the judge see)
[
 {
  "id": "t8-flags",
  "label": "Red flags (code rules)",
  "data": {
   "flags": [
    {
     "m4": 0.2263827208148737,
     "flag": "DEMOGRAPHIC_MISMATCH",
     "rule": "m4 < 0.35"
    }
   ]
  },
  "shortlistAverages": {}
 },
 {
  "id": "t8-m1",
  "label": "m1 Two-way audience affinity",
  "data": {
   "a": 0.761058580989631,
   "b": 0.761058580989631,
   "ratio": 1,
   "value": 0.7610585809896309,
   "reverse": [
    {
     "id": "9B8B279C-B777-4293-8121-B8174970B57D",
     "name": "Los Angeles Dodgers",
     "affinity": 0.761058580989631
    }
   ],
   "coverage": 1
  },
  "shortlistAverages": {
   "a": 0.8058428397073507,
   "b": 0.8058428397073507,
   "ratio": 1,
   "value": 0.8058428397073506
  }
 },
 {
  "id": "t8-m2",
  "label": "m2 Taste-profile overlap",
  "data": {
   "value": 0.17241379310344832,
   "shared": [
    {
     "id": "urn:tag:keyword:media:friendship",
     "name": "friendship",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:friend",
     "name": "friend",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:family_relationships",
     "name": "family relationships",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:genre:place:restaurant:european",
     "name": "European",
     "subtype": "urn:tag:genre:place"
    },
    {
     "id": "urn:tag:keyword:media:female_protagonist",
     "name": "female protagonist",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:keyword:media:teenage_boy",
     "name": "teenage boy",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:genre:music:rock",
     "name": "rock",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:keyword:media:teenager",
     "name": "teenager",
     "subtype": "urn:tag:keyword:media"
    }
   ],
   "coverage": 1,
   "buyerOnly": [
    {
     "id": "urn:tag:genre:music:hip_hop",
     "name": "Hip Hop",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:specialty_dish:place:tortillas",
     "name": "Tortillas",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:keyword:media:mexican_american",
     "name": "mexican american",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:genre:music:rap",
     "name": "rap",
     "subtype": "urn:tag:genre:music"
    },
    {
     "id": "urn:tag:keyword:media:african_american",
     "name": "african american",
     "subtype": "urn:tag:keyword:media"
    }
   ],
   "targetOnly": [
    {
     "id": "urn:tag:specialty_dish:place:salad",
     "name": "Salad",
     "subtype": "urn:tag:specialty_dish:place"
    },
    {
     "id": "urn:tag:genre:media:self_help",
     "name": "Self Help",
     "subtype": "urn:tag:genre:media"
    },
    {
     "id": "urn:tag:genre:place:restaurant",
     "name": "Restaurant",
     "subtype": "urn:tag:genre:place"
    },
    {
     "id": "urn:tag:keyword:media:best_friend",
     "name": "best friend",
     "subtype": "urn:tag:keyword:media"
    },
    {
     "id": "urn:tag:specialty_dish:place:steak",
     "name": "Steak",
     "subtype": "urn:tag:specialty_dish:place"
    }
   ],
   "unionCount": 82,
   "sharedCount": 18,
   "buyerTop20MissingShare": 0.55
  },
  "shortlistAverages": {
   "value": 0.26208447790247186,
   "sharedCount": 21.75,
   "buyerTop20MissingShare": 0.475
  }
 },
 {
  "id": "t8-m3",
  "label": "m3 Cross-domain agreement",
  "data": {
   "value": 0.8028107007995859,
   "domains": [
    {
     "type": "urn:entity:artist",
     "clash": [
      {
       "name": "UGK",
       "affinity": 0.760592301311241
      },
      {
       "name": "Swishahouse",
       "affinity": 0.7728832135448468
      },
      {
       "name": "Freddie Gibbs",
       "affinity": 0.7804099774338704
      }
     ],
     "label": "Music",
     "score": 0.8095783050068048,
     "shared": [
      {
       "name": "Meek Mill",
       "affinity": 0.8400814649639254
      },
      {
       "name": "Berner",
       "affinity": 0.8350629475421727
      },
      {
       "name": "Problem",
       "affinity": 0.8322438445805976
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:tv_show",
     "clash": [
      {
       "name": "Trailer Park Boys",
       "affinity": 0.8391600841938527
      },
      {
       "name": "Eastbound & Down",
       "affinity": 0.8489704547820758
      },
      {
       "name": "It's Always Sunny in Philadelphia",
       "affinity": 0.8534870978023952
      }
     ],
     "label": "TV",
     "score": 0.8796312152380669,
     "shared": [
      {
       "name": "Men of a Certain Age",
       "affinity": 0.9053135998287022
      },
      {
       "name": "Brockmire",
       "affinity": 0.9040059203587596
      },
      {
       "name": "Burning Love",
       "affinity": 0.8976486779190948
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:movie",
     "clash": [
      {
       "name": "Varsity Blues",
       "affinity": 0.7460865728847489
      },
      {
       "name": "Major League II",
       "affinity": 0.747916816428722
      },
      {
       "name": "Draft Day",
       "affinity": 0.7659794400391761
      }
     ],
     "label": "Film",
     "score": 0.7932612515440417,
     "shared": [
      {
       "name": "Moneyball",
       "affinity": 0.8347803996401741
      },
      {
       "name": "Coach Carter",
       "affinity": 0.8288766038067786
      },
      {
       "name": "Greater",
       "affinity": 0.8230322476243012
      }
     ],
     "expected": 25,
     "returned": 25
    },
    {
     "type": "urn:entity:podcast",
     "clash": [
      {
       "name": "Lee Syatt: What Was I Thinking?",
       "affinity": 0.6877972789216595
      },
      {
       "name": "The Church of What's Happening Now: The New Testament",
       "affinity": 0.6966835465448443
      },
      {
       "name": "Tom Segura En Español",
       "affinity": 0.6983715028717042
      }
     ],
     "label": "Podcasts",
     "score": 0.7287720314094304,
     "shared": [
      {
       "name": "The Pete and Sebastian Show",
       "affinity": 0.7926326373116871
      },
      {
       "name": "TigerBelly",
       "affinity": 0.7684256351007466
      },
      {
       "name": "This Past Weekend w/ Theo Von",
       "affinity": 0.7677187119611301
      }
     ],
     "expected": 25,
     "returned": 25
    }
   ],
   "coverage": 1
  },
  "shortlistAverages": {
   "value": 0.8441854633559238,
   "domains[0].score": 0.8794888506674802,
   "domains[1].score": 0.8836269856142132,
   "domains[2].score": 0.8086589764417401,
   "domains[3].score": 0.804967040700262
  }
 },
 {
  "id": "t8-m4",
  "label": "m4 Demographic alignment",
  "data": {
   "buyer": {
    "male": 0.21,
    "female": -0.21,
    "25_to_29": -0.1,
    "30_to_34": -0.7000000000000001,
    "35_to_44": -0.53,
    "45_to_54": 0.22,
    "55_and_older": 0.33,
    "24_and_younger": 0.36
   },
   "value": 0.2263827208148737,
   "cosine": -0.5472345583702526,
   "target": {
    "male": -0.58,
    "female": 0.58,
    "25_to_29": -0.06,
    "30_to_34": 0.05,
    "35_to_44": 0.22,
    "45_to_54": -0.56,
    "55_and_older": -0.63,
    "24_and_younger": 0.04
   },
   "coverage": 1,
   "biggestGap": {
    "buyer": 0.33,
    "bucket": "55_and_older",
    "target": -0.63
   }
  },
  "shortlistAverages": {
   "value": 0.5129090961869054,
   "cosine": 0.02581819237381071
  }
 },
 {
  "id": "t8-m5",
  "label": "m5 Geographic footprint",
  "data": {
   "value": 0.5442219610534734,
   "coverage": 1,
   "metroCount": 55,
   "whiteSpace": [
    {
     "lat": 44.9778,
     "lon": -93.265,
     "buyer": 0.8241633733063134,
     "metro": "Minneapolis",
     "target": 0.9980653279305846,
     "buyerRel": -0.03961269569810533,
     "targetRel": 0.13428925892616583
    },
    {
     "lat": 38.2527,
     "lon": -85.7585,
     "buyer": 0.8065839559632366,
     "metro": "Louisville",
     "target": 0.989377484527572,
     "buyerRel": -0.05332035817189362,
     "targetRel": 0.12947317039244177
    },
    {
     "lat": 39.9612,
     "lon": -82.9988,
     "buyer": 0.7648850999435347,
     "metro": "Columbus",
     "target": 0.9918795353613543,
     "buyerRel": -0.10683239883722706,
     "targetRel": 0.12016203658059255
    },
    {
     "lat": 39.0997,
     "lon": -94.5786,
     "buyer": 0.8635197516977453,
     "metro": "Kansas City",
     "target": 0.9935465126514098,
     "buyerRel": -0.023705731688706377,
     "targetRel": 0.10632102926495812
    },
    {
     "lat": 35.1495,
     "lon": -90.049,
     "buyer": 0.7888971113234295,
     "metro": "Memphis",
     "target": 0.9790743675972499,
     "buyerRel": -0.08388905580876516,
     "targetRel": 0.10628820046505516
    },
    {
     "lat": 39.1031,
     "lon": -84.512,
     "buyer": 0.8392353096278538,
     "metro": "Cincinnati",
     "target": 0.9938110711037792,
     "buyerRel": -0.048978758176842496,
     "targetRel": 0.10559700329908295
    }
   ],
   "correlation": 0.08844392210694685,
   "strongholds": [
    {
     "lat": 43.615,
     "lon": -116.2023,
     "buyer": 0.9088359603274305,
     "metro": "Boise",
     "target": 0.9866631543901055,
     "buyerRel": 0.08757333791546484,
     "targetRel": 0.16540053197813986
    },
    {
     "lat": 61.2181,
     "lon": -149.9003,
     "buyer": 0.8499582220228651,
     "metro": "Anchorage",
     "target": 0.9912790319144479,
     "buyerRel": 0.047812276744295,
     "targetRel": 0.1891330866358778
    },
    {
     "lat": 32.2226,
     "lon": -110.9747,
     "buyer": 0.9663896768709499,
     "metro": "Tucson",
     "target": 0.991801218719036,
     "buyerRel": 0.09608621357675451,
     "targetRel": 0.12149775542484065
    },
    {
     "lat": 35.0844,
     "lon": -106.6504,
     "buyer": 0.9706899894380029,
     "metro": "Albuquerque",
     "target": 0.9857567139862795,
     "buyerRel": 0.09551623700885659,
     "targetRel": 0.11058296155713321
    },
    {
     "lat": 35.4676,
     "lon": -97.5164,
     "buyer": 0.9157176737693803,
     "metro": "Oklahoma City",
     "target": 0.9963034148067628,
     "buyerRel": 0.032889662529978936,
     "targetRel": 0.11347540356736141
    }
   ],
   "whiteSpaceCount": 6,
   "relativeToCohort": true
  },
  "shortlistAverages": {
   "value": 0.43391156033354505,
   "correlation": -0.13217687933290995
  }
 },
 {
  "id": "t8-m6",
  "label": "m6 Momentum",
  "data": {
   "z": 0.11377961845895346,
   "value": 0.5189632697431589,
   "priorSd": 0.002468611408614499,
   "coverage": 1,
   "priorMean": 0.2735563275217012,
   "normalised": true,
   "recentMean": 0.2758319198908803
  },
  "shortlistAverages": {
   "z": 0.19174600813212095,
   "value": 0.5319576680220202
  }
 },
 {
  "id": "t8-profile",
  "label": "Qloo entity profile: Lululemon",
  "data": {
   "name": "Lululemon",
   "drivers": [
    {
     "name": "Los Angeles Dodgers",
     "score": 1
    }
   ],
   "ownership": "independent",
   "keyMarkets": [
    "Canada",
    "United States",
    "China",
    "Australia",
    "United Kingdom"
   ],
   "popularity": 0.9955416928005967,
   "screenRank": 8,
   "foundedYear": 1998,
   "priceRangeUsd": [
    30,
    250
   ],
   "ultimateParent": "Lululemon Athletica Inc.",
   "forwardAffinity": 0.761058580989631,
   "competitorBrands": [
    "Nike",
    "Alo Yoga",
    "Athleta",
    "Gymshark",
    "Under Armour"
   ],
   "sharedCategories": [],
   "knownPartnerships": [
    "Team Canada Olympic Committee"
   ],
   "marketPositioning": "Premium athletic apparel brand for active individuals, positioned at the intersection of technical performance and everyday comfort."
  },
  "shortlistAverages": {}
 },
 {
  "id": "t8-score",
  "label": "Composite score",
  "data": {
   "F": 60.16048505959728,
   "points": {
    "m1": 26.63705033463708,
    "m2": 1.724137931034483,
    "m3": 16.05621401599172,
    "m4": 2.263827208148737,
    "m5": 10.884439221069469,
    "m6": 2.5948163487157943
   },
   "coverage": 1
  },
  "shortlistAverages": {
   "F": 64.17616394455051
  }
 }
]