Lululemon, Peloton enter into 5-year partnership

Peloton (PTON) and Lululemon (LULU) are entering into a five-year partnership that would make the companies each others' exclusive apparel and content providers. What kind of value can Peloton — a "pandemic darling" stock — bring to the table for designer athleisure brand Lululemon, and vice versa?

Yahoo Finance’s Brian Sozzi and Brad Smith attempt to answer these questions, breaking down the stock action around the two stocks following yesterday's announcement.

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