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lululemon Responds to Chip Wilson's Statements
Businesswire· 2026-02-27 16:39
VANCOUVER, British Columbia--(BUSINESS WIRE)--lululemon athletica inc. (NASDAQ:LULU) ("lululemon†or the "company†) today commented on Chip Wilson's press release in relation to his nomination of three director candidates to stand for election to the company's Board at lululemon's 2026 Annual Meeting of Shareholders: We have continued to engage with Mr. Wilson in good faith over the past few months, including numerous meetings, with the goal of having a productive dialogue with him. We disagree. ...
Lululemon Founder Chip Wilson Escalates Proxy Fight With Shareholder Letter
Barrons· 2026-02-27 16:23
Core Viewpoint - The company is urged to expedite the restructuring of its board in the initial shareholder letter related to the ongoing proxy fight [1] Group 1 - The call for a faster overhaul indicates a push for significant changes in governance to enhance company performance [1] - The proxy fight suggests potential dissatisfaction among shareholders regarding current board effectiveness [1] - The letter serves as a formal communication to shareholders, highlighting the urgency of the proposed changes [1]
Lululemon Founder Intensifies Board Battle, Cites Weak Governance, Strategic Drift
WSJ· 2026-02-27 14:27
Core Viewpoint - Chip Wilson, the founder of lululemon athletica, is intensifying his campaign against the company, criticizing the board for weak governance and slow engagement while advocating for significant changes [1] Group 1 - Chip Wilson is pushing for sweeping changes within lululemon athletica [1] - The founder accuses the board of the company of having weak governance [1] - There is a concern regarding the board's slow engagement in addressing issues [1]
Lululemon: Cheap For A Reason (NASDAQ:LULU)
Seeking Alpha· 2026-02-27 14:03
lululemon athletica inc.'s ( LULU ) rise was one of the largest rises of athletic apparel, with solid execution in their specific niche for technical accessories, whilst also being fashionable, which appealed massively to women globally. A key factor in the riseI'm a 19 year old passionate trader managing a 6 figure portfolio trying to and beating the major indexes with my tech focused picks. I am focused mostly on growth stocks, particularly stocks that implements AI into their operations, as well as stock ...
Chip Wilson Provides Update to lululemon Shareholders
Prnewswire· 2026-02-27 13:00
Chip Wilson Provides Update to lululemon Shareholders [Accessibility Statement] Skip NavigationVANCOUVER, BC, Feb. 27, 2026 /PRNewswire/ -- Chip Wilson, Founder of lululemon athletica inc. (NASDAQ: LULU) ("lululemon" or the "Company") and one of lululemon's largest shareholders, today released the following letter to lululemon shareholders:Shareholders of lululemon:In support of all shareholders, I am pursuing a campaign to catalyze a quantum of change that is sorely needed at lululemon. To effect that chan ...
千元lululemon外套穿一次就起球!店员:肯定的,不是质量问题
Bei Jing Shang Bao· 2026-02-26 23:28
全文共1486字,阅读大约需要3分钟 多位网友表示遇到过同样的起球问题。 2月25日,西安一网友发文称自己在lululemon门店花费1080元购买的网红款长袖外套,仅穿一次便大面 积起球,但店方拒绝退换货。2月26日,该门店店员表示,该款面料肯定会起球,且起球不属于质量问 题,若顾客介意可换款购买。 据媒体报道,发帖人王女士表示,她于2月4日在西安雁塔区赛格购物中心lululemon门店购买了一件价 值1080元的Define长袖外套。2月21日她第一次穿上身,在外套了一件跑步外套,结果当晚回家,她发 现胸前两处及袖口起球,当天仅穿着约10小时。"第一次穿就起球,我觉得是产品质量问题。"王女士表 示,起球位置在胸前,不存在故意摩擦。目前,衣物吊牌已拆除,但未进行水洗。 26日下午,话题#冲上热搜。不少网友评论表示:"太气人了""不是质量问题是啥"。 不过也有网友评论称:"实话实说,起球只和材质有关"。 还有人表示,自己买lululemon家的衣服、裤子,也洗了好几次,从来没有出现过起球的现象。 Lululemon曾被称为"瑜伽服界的爱马仕"。这家成立于1998年、以销售女性瑜伽服起家的公司,市值一 度超过阿 ...
亚马逊投资建数据中心;lululemon进军波兰;Valentino任命首席营
Sou Hu Cai Jing· 2026-02-26 11:31
Investment Dynamics - Amazon announced a $12 billion investment to build its first data center campus in Louisiana, in collaboration with Stack Infrastructure, which includes a $400 million investment in local water infrastructure upgrades. The project is expected to create 540 direct full-time jobs and 1,710 related jobs [3] - eBay plans to acquire Etsy's second-hand fashion social platform Depop for approximately $1.2 billion in cash, with the deal expected to close in Q2 2026, pending regulatory approval. This acquisition aims to enhance eBay's C2C offerings and allow Etsy to focus on its core handmade market [6] - Lululemon will open its 100th store in the EMEA region in Warsaw, Poland, on March 13, marking its official entry into the Polish market. The brand plans to enter six new markets in 2026, the highest number in a single year in its history [9] - PepsiCo's Alvalle brand launched a new line of ready-to-eat vegetable soups made from 100% Spanish natural ingredients, with plans to expand into Portugal and other Western European markets [12][13] - Moncler Group reported a 1% year-over-year revenue increase to €3.13 billion for 2025, with a strong fourth quarter growth of 7%. The brand's performance reflects a clear strategy and resilience in a volatile environment [16] - Brunello Cucinelli's revenue grew by 11.5% in 2025, with a net profit of €142 million, slightly above expectations. The brand's success is attributed to the ongoing trend of "quiet luxury" and strong performance in Asia [19] - OTB Group's net sales decreased by 5.9% to €1.6 billion in 2025, with a notable performance from Maison Margiela, which saw an 8.4% sales increase. The group demonstrated resilience despite global uncertainties [22] Personnel Dynamics - Valentino appointed Liran Peterzil as the new Chief Marketing Officer, effective March 2, to oversee global brand strategy and marketing efforts [24] - Saint Laurent appointed Johnny Coca as the creative director for accessories, aiming to enhance the brand's accessory offerings and overall profitability [27] - J.Crew's menswear creative director Brendon Babenzien is leaving to focus on his own brand, Noah, which may create a strategic gap in J.Crew's menswear direction [30]
运动赛道分化加剧:始祖鸟们狂奔 耐克们承压丨消费参考
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-26 04:43
2月24日,始祖鸟母公司亚玛芬体育披露了截至2025年12月31日的2025财年及第四季度业绩。财报显 示,在2025财年,亚玛芬营收同比增长27%至65.66亿美元;调整后净利润进一步增长至5.45亿美元2024 年为2.36亿美元。 在2025年第四季度,亚玛芬营收同比增长28%至21.01亿美元;调整后净利润为1.76亿美元 ,2024年同 期为0.9亿美元。 其中,中国市场成为亚玛芬业绩增长的重要动力。大中华区全年收入同比增长43.4%至18.6亿美元,在 2024年四季度增速也达到了41.8%。作为对比,亚玛芬北美地区全年收入同比增长14.3%至21.3亿美元, EMEA(欧洲、中东和非洲地区)全年收入同比增长19.3%至18.1亿美元。 而始祖鸟,依旧是亚玛芬的核心动力。在该品牌带动下,亚玛芬的Technical Apparel业务全年收入同比 增长30%至28.6 亿美元。第四季度中,始祖鸟批发渠道增37%,DTC渠道增长 34%。 而李宁、安踏、耐克的销售就没那么好看了。 公告显示,李宁(不包括李宁 YOUNG)在2025年四季度全渠道流水同比录得低单位数下降。线下渠道 (包括零售及批发)录得 ...
Lululemon (LULU) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2026-02-25 23:45
Company Performance - Lululemon (LULU) closed at $182.55, reflecting a +1.7% increase from the previous day, outperforming the S&P 500's daily gain of 0.81% [1] - Over the past month, Lululemon shares experienced a loss of 3.7%, underperforming the Consumer Discretionary sector's loss of 2.77% and the S&P 500's loss of 0.25% [1] Upcoming Earnings - The upcoming earnings release is expected to show an EPS of $4.74, representing a 22.8% decline compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $3.6 billion, down 0.33% from the previous year [2] Annual Estimates - For the annual period, the Zacks Consensus Estimates predict earnings of $13.06 per share and revenue of $11.07 billion, indicating changes of -10.79% and +4.57% respectively from last year [3] - Recent changes in analyst estimates suggest a shifting business landscape, with positive revisions indicating analyst optimism regarding Lululemon's business and profitability [3] Analyst Ratings - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Lululemon as 3 (Hold) [5] - Over the past month, the Zacks Consensus EPS estimate has increased by 0.32% [5] Valuation Metrics - Lululemon is trading at a Forward P/E ratio of 14.02, which is below the industry average of 18.25, indicating a discount compared to its peers [6] - The company's PEG ratio stands at 11.31, while the Textile - Apparel industry has an average PEG ratio of 2.29 [6] Industry Context - The Textile - Apparel industry is part of the Consumer Discretionary sector and currently holds a Zacks Industry Rank of 61, placing it in the top 25% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]
Why Lululemon (LULU) is Poised to Beat Earnings Estimates Again
ZACKS· 2026-02-24 18:11
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Lululemon (LULU) , which belongs to the Zacks Textile - Apparel industry.This athletic apparel maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 12.91%.For the most recent quarter, Lululemon was expected to post earnings of $2.22 per share, but it ...