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Lululemon

All articles tagged with #lululemon

Chip Bergh Joins lululemon Board, Signals Strategic Refresh
business24 days ago

Chip Bergh Joins lululemon Board, Signals Strategic Refresh

Lululemon announced the appointment of Chip Bergh, former Levi Strauss & Co. CEO, to its Board of Directors as part of ongoing board refreshment. Bergh will stand for election at the 2026 annual meeting, replacing David Mussafer who will not seek re‑election. The company touts Bergh’s brand and retail leadership, notes that five independent directors have joined the board in the last five years, and emphasizes continued CEO succession planning and long‑term growth strategy. Bergh’s background includes 28 years at Procter & Gamble and board roles at HP Inc., e.l.f. Beauty, and Pinterest.

Lululemon Faces Boardroom Tug-of-War as Founder Challenges Directors
business24 days ago

Lululemon Faces Boardroom Tug-of-War as Founder Challenges Directors

Lululemon is in a corporate power struggle as founder Chip Wilson battles the board while interim co-CEOs Meghan Frank and Andre Maestrini push a turnaround to revive a waning yoga-pants empire, pursuing faster product cycles, store upgrades, and diversification beyond yoga amid competition from Alo Yoga and Vuori, with Elliott Investment Management pressing for a new CEO and potential board changes.

lululemon Delivers 2025 Revenue Growth, Highlights International Uptick
business24 days ago

lululemon Delivers 2025 Revenue Growth, Highlights International Uptick

lululemon reported Q4 2025 net revenue of $3.64B and full-year revenue of $11.10B, with Q4 diluted EPS of $5.01 and full-year EPS of $13.26. International sales drove growth (+17% in Q4, +22% for the year) while Americas was modest or down. Gross margin and operating margin declined, and the company repurchased $269.1M in shares in Q4 and $1.2B for the full year, ending 2025 with $1.81B in cash and $1.70B in inventory. For 2026, lululemon guides net revenue of $11.35B–$11.50B and EPS of $12.10–$12.30, with ongoing emphasis on growth in international markets and improving full-price sales.

Lululemon Faces Soft 2026 Outlook Amid Tariffs and Governance Tensions
business24 days ago

Lululemon Faces Soft 2026 Outlook Amid Tariffs and Governance Tensions

Lululemon beat Q4 estimates with EPS of $5.01 and revenue of $3.64B, but issued a weak 2026 outlook (revenue $11.35–11.50B; EPS $12.10–12.30, below consensus) as tariffs and higher costs pressure margins and governance issues weigh on the stock; Americas sales are expected to decline 1–3% in 2026 while China and other regions grow, and the company is adjusting promotions and adding Chip Bergh to the board after a proxy contest with founder Chip Wilson.

Lululemon Faces Growth Crossroads Ahead of Q4 Earnings
business25 days ago

Lululemon Faces Growth Crossroads Ahead of Q4 Earnings

Before Lululemon's Q4 results after the market closes on March 17, analysts expect EPS of $4.78 on revenue of about $3.57 billion. The company has beaten earnings in the last 16 quarters, but the slowdown could be cyclical or structural as competition from Alo Yoga, Vuori, Athleta and Nike intensifies. International growth helped but remains a minority of revenue, and a beat may not be enough without durable growth. Options traders anticipate roughly a 10.5% post-earnings move, while the Street’s consensus is a Hold (1 Buy, 17 Holds) with a $202.87 target implying ~27% upside, signaling investors want clearer evidence of sustained momentum.

Stock Markets Rise Amid Mixed Jobs Data and Fed Rate Hopes
business7 months ago

Stock Markets Rise Amid Mixed Jobs Data and Fed Rate Hopes

Stock futures rose after a weaker-than-expected August jobs report, with the Dow gaining slightly and tech stocks like Microsoft and Boeing leading gains, while Lululemon plunged nearly 19% after missing sales estimates and lowering its outlook. Broadcom exceeded earnings expectations, boosting its stock, and the August jobs report showed a modest increase in payrolls and a rise in unemployment.