Lululemon Athletica Inc. (LULU)
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A Big Activist Investor Is Eyeing Lululemon's Turnaround. Its First Move: Suggesting a CEO
Published: December 18, 2025 by: Investopedia
Sentiment: Positive
Lululemon needs a new CEO. One investor's preferred candidate might not be a a stretch.
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Lululemon Cheaper Than Nike? Elliott Deal Highlights Disconnect
Published: December 18, 2025 by: Benzinga
Sentiment: Neutral
Lululemon Athletica Inc (NASDAQ: LULU) and Nike Inc (NYSE: NKE) are navigating similar consumer slowdowns, but the stock market is treating them like entirely different businesses. One trades like a premium franchise.
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lululemon vs. Guess: Which Apparel Big-Wig has a Competitive Edge?
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive
LULU drives premium athleisure growth with global expansion, while GES leans on international scale and margin gains.
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Can lululemon's "Power of Three x2" Strategy Still Hit FY26 Targets?
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Negative
LULU's "Power of Three x2" strategy aims to double men's, digital and international revenues by FY26, but U.S. softness and margin pressure test execution.
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Elliott Management amasses $1B stake in Lululemon as battle for new CEO heats up
Published: December 18, 2025 by: New York Post
Sentiment: Positive
New York City-based Elliott Management is working closely with former Ralph Lauren executive Jane Nielson whom the hedge fund sees as a leading candidate to reverse Lululemon's decline.
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Michael Burry Was Early, Elliott Is Here: What's Next For Lululemon Stock?
Published: December 18, 2025 by: Benzinga
Sentiment: Positive
Lululemon Athletica, Inc. (NASDAQ: LULU) shares climbed Thursday as Wall Street digested news of activist firm Elliot Management's $1 billion stake in the athleisure clothing retailer.
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Elliott Management takes stake in Lululemon, Hut 8 CEO talks Anthropic data center partnership
Published: December 18, 2025 by: Yahoo Finance
Sentiment: Positive
Yahoo Finance executive editor Brian Sozzi breaks down the latest market news for December 18, 2025. Activist investor Elliott Management has taken a $1 billion stake in Lululemon.
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Lululemon gains on news activist Elliott proposes Ralph Lauren veteran as CEO
Published: December 18, 2025 by: Proactive Investors
Sentiment: Positive
Activist hedge fund Elliott Management has taken a stake of more than $1 billion in Lululemon Athletica Inc (NASDAQ:LULU) and is urging the Vancouver-based retailer to consider Jane Nielsen, a former finance and operations chief at Ralph Lauren, as its next CEO, the Wall Street Journal reported Thursday. Elliott, now one of Lululemon's largest shareholders, has been working closely with Nielsen, who helped double Ralph Lauren's shares and improve margins during her tenure as CFO and COO until earlier this year.
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Retail Stock Extends Recovery With Billion-Dollar Boost
Published: December 18, 2025 by: Schaeffers Research
Sentiment: Positive
Lululemon Athletica Inc (NASDAQ:LULU) stock is surging this morning, last seen up 7% at $222.47, after news broke that Elliott Investment Management has taken a $1 billion stake in the athletic clothing brand.
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Activist investor Elliott builds over $1 billion stake in Lululemon, puts forth CEO candidate
Published: December 18, 2025 by: CNBC
Sentiment: Positive
Elliott Investment Management has built a more than $1 billion stake in Lululemon. The activist investor is bringing a CEO candidate to the struggling retailer after it announced last week Calvin McDonald would step down in January.
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Here is What to Know Beyond Why lululemon athletica inc. (LULU) is a Trending Stock
Published: December 17, 2025 by: Zacks Investment Research
Sentiment: Positive
Recently, Zacks.com users have been paying close attention to Lululemon (LULU). This makes it worthwhile to examine what the stock has in store.
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Lululemon (LULU) International Revenue Performance Explored
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Neutral
Explore how Lululemon's (LULU) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
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Lululemon's leadership change is a big positive for the business, says Jefferies' Randy Konik
Published: December 12, 2025 by: CNBC Television
Sentiment: Positive
Randy Konik, Jefferies senior analyst, joins 'Power Lunch' to discuss the firm's recent upgrade of Lululemon's stock, Konik's thoughts on Nike and much more.
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Lululemon stock price gets a boost as CEO departs and buybacks rise. Is this the start of a turnaround?
Published: December 12, 2025 by: Fast Company
Sentiment: Positive
Lululemon might just be entering a new—and improved—era.
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Lululemon's shares spike on CEO's resignation — as founder warns of potential proxy battle
Published: December 12, 2025 by: New York Post
Sentiment: Negative
Lululemon Athletica's shares spiked Friday after the company's CEO Calvin McDonald announced his resignation amid declining US sales, with its founder putting the board on notice about a potential proxy battle.
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Lululemon CEO Calvin McDonald to step down
Published: December 12, 2025 by: Fox Business
Sentiment: Negative
Lululemon CEO Calvin McDonald will step down in the first quarter of 2026 as the athleisure clothing brand faces significant competition challenges.
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lululemon Surpasses Revenues & Earnings in Q3, Lifts FY25 View
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Positive
LULU tops Q3 revenue and EPS estimates on strong international gains, even as margins weaken and Americas results soften.
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lululemon Stock: Time To Buy Hand Over Fist
Published: December 12, 2025 by: Seeking Alpha
Sentiment: Positive
lululemon athletica inc. is a compelling turnaround play, rated Strong Buy due to discounted valuation and robust international growth. LULU posted Q3 revenue of $2.56B (+6.7% Y/Y) and GAAP EPS of $2.59, beating expectations despite margin pressures from tariffs and discounts. International markets, especially China (sales +46% Y/Y), are driving growth, offsetting weakness in the Americas and supporting a higher long-term growth trajectory.
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Lululemon's CEO search, Broadcom earnings, what AI could mean for the Fed and inflation
Published: December 12, 2025 by: Yahoo Finance
Sentiment: Neutral
Morning Brief host Julie Hyman takes a look at several of the day's developing stories on December 12, 2025. Yahoo Finance senior reporters Brooke DiPalma and Dan Howley join the program to discuss Lululemon's latest CEO search and Broadcom's stock reaction to the chip company's fiscal fourth quarter earnings results.
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Lululemon sparks hopes of reset with CEO exit, back-to-basics focus
Published: December 12, 2025 by: Reuters
Sentiment: Positive
Lululemon Athletica's shares surged 10% in premarket trading on Friday as a CEO shake-up sparked hopes of a turnaround at the yogawear maker looking to revive its sluggish U.S. business and win back younger, affluent shoppers.
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These Analysts Boost Their Forecasts On Lululemon After Upbeat Q3 Results
Published: December 12, 2025 by: Benzinga
Sentiment: Positive
Lululemon Athletica Inc. (NASDAQ: LULU) posted better-than-expected results for the third quarter and raised its full-year guidance on Thursday.
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Lululemon: No Longer A Value Trap (Rating Upgrade)
Published: December 12, 2025 by: Seeking Alpha
Sentiment: Negative
I upgrade my rating on lululemon athletica after an improvement in sentiment driven by signs of international growth offsetting U.S. headwinds and the CEO departure. After Q3 2025, the Americas segment is still weak: revenue -2% yoy, US -3%, with traffic pulling back post-Thanksgiving, and any improvement possibly is now delayed to Q1 2026. International revenue was up 33% yoy, driven by China Mainland +46%. FY25 China guidance was upgraded to "at or better than" the high end of the 20%–25% range.
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More Good News for Pre-market Trading: Jobless Claims & More
Published: December 11, 2025 by: Zacks Investment Research
Sentiment: Positive
Weekly Jobless Claims and the U.S. Trade Balance came in better than expected, for the most part. Bond yields are even winding down off near-term highs.
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Options Corner: LULU's Lasting Tariff Pressure
Published: December 11, 2025 by: Schwab Network
Sentiment: Negative
Lululemon (LULU) never recovered from tariffs, with the stock now down 50% in 2025. Rick Ducat takes investors through key levels to watch if a rebound were to materialize.
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Can lululemon Maintain Its Pricing Power in a Softer Spending Climate?
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Negative
LULU faces softer U.S. demand, rising tariffs and stale key franchises, testing whether modest price hikes and faster innovation can defend its premium edge.
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Why Lululemon (LULU) Could Beat Earnings Estimates Again
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Positive
Lululemon (LULU) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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Analyst Pressure Weighs on Lululemon Stock Before Earnings
Published: December 08, 2025 by: Schaeffers Research
Sentiment: Negative
Lululemon Athletica Inc (NASDAQ:LULU) stock is sliding ahead of the athletic retailer's third-quarter earnings report, due out after the close Thursday, Dec. 11.
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lululemon Pre-Q3 Earnings: Is it Wise to Buy Amid Evolving Headwinds?
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Positive
LULU readies for Q3 sales growth but faces U.S. softness, tariff pressures and margin strain as international strength leads the way.
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Market Eagerly Awaits FOMC Policy Decision
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Neutral
Market Eagerly Awaits FOMC Policy Decision.
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Seeking Clues to Lululemon (LULU) Q3 Earnings? A Peek Into Wall Street Projections for Key Metrics
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Positive
Besides Wall Street's top-and-bottom-line estimates for Lululemon (LULU), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended October 2025.
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About Lululemon Athletica Inc. (LULU)
- IPO Date 2007-07-27
- Website https://shop.lululemon.com
- Industry Apparel - Retail
- CEO Meghan C. Frank
- Employees 39000