Lululemon Athletica Inc. (LULU)
Can lululemon Halt Margin Erosion Amid Tariff-Driven Cost Hits?
LULU faces tariff-driven margin pressure as the gross margin slumps. However, pricing, efficiency and supply-chain moves aim to blunt the hit into 2026.
Lululemon Is a Good Fit for 2026: Limited Downside, Ample Upside
lululemon athletica's NASDAQ: LULU late-2025 price action is starting to look like a real bottom, not just a reflex rally. The bottom was catalyzed by performance, expansion plans, and the shifting analyst sentiment, which limits the downside and points to ample upside for investors.
What Does Lululemon Need: Discipline or Inspiration?
A turnaround at the athletic apparel company will take more than just management chops.
3 Must-Know Facts About Lululemon Before You Buy the Stock
Lululemon has carved out a niche in the competitive apparel industry with its premium brand. Sales in the U.S. have come under immense pressure, while demand in China is robust.
After Being Crushed by Tariffs, It Looks Like Lululemon Stock Is Ready to Pop | LULU
Shares of Lululemon Athletica (NASDAQ:LULU) jumped 7% on December 18 following news that activist investor Elliott Management built a $1 billion stake in the athleisure retailer.
lululemon athletica: The Search For A Brand-Revitalizing CEO Is On
lululemon athletica inc. is searching for a new CEO as the company's U.S. brand performance is under increasing scrutiny. Recent financials highlight a mixed performance. American earnings decline sharply as LULU is facing brand and tariff pressure, in part offset by rapid growth internationally. I estimate LULU stock to have 25% upside to $259.5.
A Big Activist Investor Is Eyeing Lululemon's Turnaround. Its First Move: Suggesting a CEO
Lululemon needs a new CEO. One investor's preferred candidate might not be a a stretch.
Can lululemon's "Power of Three x2" Strategy Still Hit FY26 Targets?
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.
Elliott Management amasses $1B stake in Lululemon as battle for new CEO heats up
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.
Lululemon gains on news activist Elliott proposes Ralph Lauren veteran as CEO
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.
Retail Stock Extends Recovery With Billion-Dollar Boost
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.
Activist investor Elliott builds over $1 billion stake in Lululemon, puts forth CEO candidate
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.
