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.
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.
How F is built
Points each metric adds (weights for Licensing / co-brand, renormalised over what Qloo could measure).
| Metric | Weight | Points |
|---|---|---|
| Two-way audience affinity | 0.35 | 26.6 |
| Taste-profile overlap | 0.10 | 1.7 |
| Cross-domain agreement | 0.20 | 16.1 |
| Demographic alignment | 0.10 | 2.3 |
| Geographic footprint | 0.20 | 10.9 |
| Momentum | 0.05 | 2.6 |
| F | 60.2 |
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.
Taste profile overlap
18 of 82 top taste tags shared.
Hip Hop, Tortillas, mexican american, rap, african american
Salad, Self Help, Restaurant, best friend, Steak
Audience shape
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).
Footprint overlap for distribution
Minneapolis, Louisville, Columbus, Kansas City, Memphis, Cincinnati
Boise, Anchorage, Tucson, Albuquerque, Oklahoma City
Bull vs bear
3 of 10 claims survived the judge; 7 rejected for citing numbers not in the ledger or misreading them.Bull: for the deal
Lululemon's Qloo profile shows strong popularity and a forward affinity to the Dodgers equal to the shared two-way affinity, supporting a reach-based co-brand thesis, with a Dodgers driver score of full strength.
t8-profile.popularity = 0.9955t8-profile.drivers[0].score = 1The Dodgers and Lululemon share a strong two-way audience affinity: the aggregate audience over-indexes on each side at a level equal to the Dodgers' reverse affinity, with ratio 1, though slightly below the shortlist average.
t8-m1.value = 0.7611t8-m1.ratio = 1Rejected by the judge: cites m1 Two-way audience affinity "value" = 0.7611 as a strength, but it is below the shortlist average (0.8058)
Cross-domain agreement is high: the aggregate audience's shared affinities across TV and film are strong, with the TV domain scoring above the shortlist average.
t8-m3.domains[1].score = 0.8796t8-m3.domains[1].score = 0.8796Rejected by the judge: cites m3 Cross-domain agreement "domains[1].score" = 0.8796 as a strength, but it is below the shortlist average (0.8836)
Momentum is positive: the Lululemon audience signal is rising, with a z-score above the shortlist average, which supports timing for a multi-year co-brand.
t8-m6.z = 0.1138t8-m6.z = 0.1138Rejected by the judge: cites m6 Momentum "z" = 0.1138 as a strength, but it is below the shortlist average (0.1917)
Geographic footprint has real overlap in strongholds: the aggregate audience over-indexes in Western and Southwestern metros such as Albuquerque and Tucson, where Lululemon affinity is also high, offering regional activation options.
NO_GEO_OVERLAPt8-m5.strongholds[3].buyer = 0.9707t8-m5.strongholds[2].buyer = 0.9664Rejected by the judge: nothing to mitigate: the code rules did not raise NO_GEO_OVERLAP
Bear: against, or diligence first
The code raised a DEMOGRAPHIC_MISMATCH flag: the buyer's aggregate audience skews toward older and male segments while the target's skews female, so demographic alignment (m4 0.226) sits well below the shortlist average (0.513) and the cosine is negative.
DEMOGRAPHIC_MISMATCHt8-m4.value = 0.2264t8-m4.cosine = -0.5472t8-m4.biggestGap.buyer = 0.33The two-way audience affinity (m1 0.761) is below the shortlist average (0.806), and the composite score of 60.16 trails the shortlist average of 64.18, so the case rests on a weaker-than-typical base.
t8-m1.value = 0.7611t8-score.F = 60.16Taste-profile overlap is thin: only 18 shared tags across an 82-tag union, with m2 at 0.172 against a shortlist average of 0.262, and 55% of the buyer's top-20 tags are missing from the target.
AUDIENCE_ONE_SIDEDt8-m2.value = 0.1724t8-m2.sharedCount = 18t8-m2.buyerTop20MissingShare = 0.55Rejected by the judge: bear cannot invent a flag: the code rules did not raise AUDIENCE_ONE_SIDED
Cross-domain agreement on the target's clash lists is weaker than the shortlist on music and podcasts, with the music domain score at 0.810 against 0.879 and podcasts at 0.729 against 0.805, so the shared taste signal is narrower than the headline suggests.
TASTE_CLASHt8-m3.domains[0].score = 0.8096t8-m3.domains[3].score = 0.7288t8-m3.value = 0.8028Rejected by the judge: bear cannot invent a flag: the code rules did not raise TASTE_CLASH
Geographic correlation is weak (0.088 against a shortlist average of -0.132 only in the positive direction) and the momentum signal is flat, with the prior-to-recent mean moving from 0.274 to 0.276 and momentum at 0.519 versus 0.532, so there is little evidence of accelerating overlap that would justify a long commitment.
FADINGt8-m5.correlation = 0.08844t8-m6.value = 0.519t8-m6.value = 0.532Rejected by the judge: bear cannot invent a flag: the code rules did not raise FADING
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.
| Purpose | Endpoint | Status | Result | Source |
|---|---|---|---|---|
| /v2/insights | ok | 25 of 25 candidates scored | cache | |
| /v2/insights | ok | 25 profile(s) | cache | |
| /v2/insights | ok | 25 recommended podcast(s) | cache | |
| /v2/insights | ok | 50 taste tag(s) | cache | |
| /v2/insights | ok | 25 recommended artist(s) | cache | |
| /v2/insights | ok | 25 recommended movie(s) | cache | |
| /v2/insights | ok | 25 recommended tv_show(s) | cache | |
| /v2/insights | ok | demographics for 9 of 9 entities | cache | |
| /v2/insights | ok | 7800 heatmap cell(s) in United States | cache | |
| /v2/trending | ok | 47 trend point(s) | live 461 ms | |
| /v2/trending | ok | 47 trend point(s) | live 462 ms | |
| /v2/trending | ok | 47 trend point(s) | live 462 ms | |
| /v2/trending | ok | 47 trend point(s) | live 462 ms | |
| /v2/trending | ok | 47 trend point(s) | live 726 ms | |
| /v2/trending | ok | 47 trend point(s) | live 739 ms | |
| /v2/trending | ok | 47 trend point(s) | live 740 ms | |
| /v2/trending | ok | 47 trend point(s) | live 741 ms | |
| /v2/trending | ok | 47 trend point(s) | live 1017 ms | |
| /v2/insights | ok | 1 of 1 candidates scored | cache | |
| /v2/insights | ok | 50 taste tag(s) | cache | |
| /v2/insights | ok | 25 of 25 candidates scored | cache | |
| /v2/insights | ok | 25 of 25 candidates scored | cache | |
| /v2/insights | ok | 25 of 25 candidates scored | cache | |
| /v2/insights | ok | 25 of 25 candidates scored | cache | |
| /v2/analysis/compare | ok | 0 shared catalogue tag(s) | cache | |
| /v2/insights | ok | 10474 heatmap cell(s) in United States | 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
}
}
]