Lululemon Athletica Inc. (LULU)
Lululemon surges on Elliott's $1 billion bet ahead of leadership change
Lululemon Athletica shares rose nearly 8% in premarket trading on Thursday after reports Elliott Management has built a $1 billion stake in the athleisure wear maker and is working with former Ralph Lauren executive Jane Nielsen for a potential CEO role.
Wall Street Breakfast Podcast: Activist Elliott Loads Up On Lululemon
Elliott Investment Management has taken a $1B+ stake in Lululemon (LULU), becoming one of its largest shareholders, pushing for leadership changes at LULU. Micron (MU) surged premarket after issuing Q2 guidance and long-term HBM market forecasts that far exceeded analyst expectations.
lululemon athletica: The Market Is Underpricing 33% International Revenue Growth
Lululemon remains a Strong Buy with a $250 price target, reflecting a 21% upside over 12–18 months. LULU trades at a 16x earnings multiple—an 11% discount to peers—despite premium margins and robust international growth, especially in China. Recent CEO transition and strong FQ3 2026 results marked an inflection point, with international revenue up 33% and China growing 46% YoY.
Activist investor Elliott reportedly takes $1 billion stake in Lululemon, eyes new CEO
Activist investor Elliott Management has taken a sizeable stake in Lululemon Athletica and has a potential CEO candidate in hopes of turning around the company's fortunes, according to a new report.
Elliott Builds Over $1 Billion Stake in Lululemon
The activist investor is pushing for former Ralph Lauren executive Jane Nielsen to be Lululemon's new CEO.
Here is What to Know Beyond Why lululemon athletica inc. (LULU) is a Trending Stock
Recently, Zacks.com users have been paying close attention to Lululemon (LULU). This makes it worthwhile to examine what the stock has in store.
Lululemon: Risks Largely Priced In, But Potential Reward Needs To Be Recognized
Lululemon (LULU) faces macro, execution, and regulatory headwinds, but current valuation offers compelling risk-reward for patient investors. LULU's 14x forward PE is notably cheap versus peers, despite solid fundamentals and a three-year revenue CAGR that remains attractive. Execution gaps and tariff impacts have weighed on growth, but management is addressing internal issues and expanding aggressively in China.
The "China Hedge": Why Lululemon Surged 10% Despite A U.S. Slowdown
For most of 2025, the discussion around Lululemon stock (NASDAQ: LULU) has been focused on a single, concerning question: “Is the athleisure boom coming to an end?” With rivals such as Alo Yoga and Vuori gradually taking away market share in U.S. malls, investors had come to view Lululemon as a brand in long-term decline.
lululemon athletica: A Share Price Pop Doesn't Mean Sales Recovery Is Near (Rating Downgrade)
Lululemon Athletica (LULU) is downgraded to Sell following a relief rally driven by the CEO's resignation. Q3 results were buoyed by exceptional China sales. Leadership transition introduces prolonged uncertainty, with meaningful strategic impact unlikely before 2027.
CEO resignation sends this Michael Burry stock rocketing
Shares of Lululemon (NASDAQ: LULU) jumped sharply on Friday after the company announced a major leadership change and released a stronger-than-expected quarterly report, renewing optimism about the apparel maker's turnaround prospects.
Will Lululemon Stock Keep Rebounding After Strong Q3 Results?
Rebounding further off its multi-year lows, Lululemon (LULU) stock spiked as much as +14% in Friday's trading session after delivering stronger-than-expected Q3 results.
Lululemon stock price gets a boost as CEO departs and buybacks rise. Is this the start of a turnaround?
Lululemon might just be entering a new—and improved—era.
