__When the DNC was hacked by Russia pre-election 2016...__ __[CrowdStrike](https://robinhood.com/stocks/crwd)__  was there. The cybersecurity company that protects against hacks discovered the breach, told the FBI, and then snagged [a lot](https://www.forbes.com/sites/kerryadolan/2019/06/12/as-crowdstrike-shares-soar-on-its-ipo-day-ceo-george-kurtz-joins-the-billionaire-ranks/#384c0533d697) of PR. Now it's earning attention for its IPO — Shares surged 71% in their first day of trading and CrowdStrike is worth almost $12B (aka 2/3 as much as Lyft).

__Who ya gonna call?...__ Probably one of these companies. The attention on CrowdSource reveals how packed the competitive landscape is for securing your digital stuff (work and home):

- __Personal:__ __[LogMeIn](https://robinhood.com/stocks/logm)__ owns LastPass, keeping your "!-2-3-4" passcode less obvious.
- __Home:__ __[ADT](https://robinhood.com/stocks/adt)__, __[Brinks](https://robinhood.com/stocks/bco)__, and __[Alarm.com](https://robinhood.com/stocks/alrm)__ are all on guard.
- __Business:__ __[Palo Alto Networks](https://www.robinhood.com/stocks/PANW)__ and __[FireEye](https://www.robinhood.com/stocks/FEYE)__ are always at work (competing with CrowdStrike).
- __Side-hustlers:__ Their core biz isn't security, but __[Google's](https://robinhood.com/stocks/googl)__ Nest covers your kitchen, while __[Amazon's](https://robinhood.com/stocks/amzn)__ Ring doorbell has the front porch.


Protect

__Bikes need bike helmets...__ As internet adoption grows, so does the data generated along with it — And each bit of data probably needs protecting. The rise of tech is driving the cybersecurity industry that guards it. CrowdStrike (and its 5X revenue growth since 2017 to $250M) is happily caught in that [trend](https://finance.yahoo.com/news/crowdstrike-holdings-ipo-investors-know-125800567.html).


CrowdStrike surges 71% on IPO day

__Relax into that upholstered sofa...__ and enjoy the 25% jump of __[Restoration Hardware](https://robinhood.com/stocks/rh)__ shares after Wednesday's earnings (FYI, it goes by __"RH"__ now). The fancy furniture brand jumped for 2 [reasons](http://ir.restorationhardware.com/news-releases/news-release-details/rh-reports-record-first-quarter-fiscal-2019-results?field_nir_news_date_value[min]=): Sales rose 7% and it's moving some production out of China because, you know, trade war (investors were glad). But 1 detail in the report was the centerpiece.

__Good news for your 3rd home's coffee table...__ RH just [released](https://www.restorationhardware.com/rooms/content.jsp?fId=fld-explorebeachhouse&id=1171009#/1171009-1164008) its 136-page "RH Beach House" catalog ("RH Ski House" arrives this fall). Real and printed. Flip through the St. Barts and Mykonos chapters to gaze upon the naturally "teak" $1,000+ patio necessities. While the rest of retail errs on the side of online, RH does the opposite.
- __CEO Gary Friedman:__ We "refuse to follow the herd in self-promotion on social media.”
- __And it's working:__ RH invested $50M to build a multi-story Gallery flagship (brick and mortar) in NYC's Meatpacking district. Now it's on pace to generate $100M in annual revenue.

Nesting

__This is the extremification of American retail...__ Income stratification in the US is increasingly reflected by what stores are succeeding — Stocks of __[Dollar General](https://robinhood.com/stocks/dg)__ *and* luxury __[LVMH](https://robinhood.com/stocks/lvmuy)__ are close to record highs. Now Restoration Hardware is leaning into its opulent origins by aiming even *higher* upscale with Beach House and Ski House. And more RH Galleries hit SF and Charlotte, NC this year.

Restoration Hardware jumps 25% (but its new magazine is the highlight)

__Stretchy pants, stretchy earnings...__ __[Lululemon's](https://www.robinhood.com/stocks/LULU)__ stock rose 5% Wednesday on a [report](https://www.cnbc.com/2019/06/12/lululemon-1q-2019-earnings.html) that sales jumped 20% last quarter compared to the year before. Here are the different *asanas* that contributed to that growth:

- __More sales:__ At existing stores (ones open a year or longer) sales __rose by 6%__ on average.
- __More stores:__ A fresh __44 new Lulus__ ceremonially ohhhhhhhhhhm'd over the past 12 months.  
- __More online:__ Online sales __leapt 33%__ as #SweatLife members order stuff they can stretch, sweat, and sip apres cocktails in. A quarter of total sales are online now.

__This is vintage Lulu...__ It constantly introduces new products, but last quarter was driven by its OG flagship goods — women's leggings and jogger pants. At $100+, they're more expensive than the competition, but the CEO has no plans to lower the price. He even boosted his expectations for profits for the rest of the year. 

Stretch

__Mo' men, mo' money...__ Lulu profits hit a record $97M last quarter driven by sales to women. But this past spring, the CEO released an aggressive [5-year plan](http://investor.lululemon.com/news-releases/news-release-details/lululemon-unveils-power-three-strategic-plan-accelerate-growth) with a bold goal: Double men's sales by 2023. He's also pushing the Lulu lifestyle with clothing-free deodorant and sneakers. Plus there's expansion to China and Europe. Operation power flow. 

CrowdStrike surges 71% on IPO day

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