Shares of lululemon athletica (NASDAQ:LULU) were on the rise today, after the company's Q4 results came in better than expected. Same-store sales were down, however. The company's CEO came out and called this an "investment year." Meanwhile, Yum! Brands (NYSE:YUM) subsidiary Taco Bell rolled out its breakfast offerings today, the waffle taco chief among them. Wall Street was not impressed, however, with the stock selling off slightly today.

In this segment from Thursday's Investor Beat, host Chris Hill and Motley Fool analyst David Hanson discuss lululemon's plans for the future, and whether or not breakfast will be a game changer at Taco Bell.