lululemon(LULU)
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lululemon vs. Guess: Which Apparel Big-Wig has a Competitive Edge?
ZACKS· 2025-12-18 18:11
Key Takeaways LULU drives 7% y/y growthin 3Q25, led by 33% international gains and China up 46% in constant currency.Guess's focus on margins, inventory discipline and international reach aids profits despite macro pressures.LULU trades at 15.97X forward P/E vs. GES at 9.7X, highlighting valuation differences amid global expansion.In the global apparel landscape, lululemon athletica inc. (LULU) and Guess? Inc. (GES) occupy sharply different yet increasingly competitive positions. LULU commands a premium sha ...
Can lululemon's "Power of Three x2" Strategy Still Hit FY26 Targets?
ZACKS· 2025-12-18 18:06
Key Takeaways lululemon posts 7% revenue growth in 3Q25, driven by 33% international gains and strong momentum in China.LULU saw U.S. revenues fall 3% y/y as cautious consumers, higher promotions and longer product cycles weighed.LULU resets products and efficiency as the gross margin fell 290 bps, and headwinds may persist in FY26.lululemon athletica inc.’s (LULU) “Power of Three x2” strategy, focused on doubling men’s, digital and international revenues by fiscal 2026, faces a mixed operating backdrop as ...
Elliott Management amasses $1B stake in Lululemon as battle for new CEO heats up
New York Post· 2025-12-18 18:00
Activist investor Elliott Management amassed a $1 billion stake in Lululemon Athletica as the battle for a new CEO of the yoga retailer heats up, according to a report.A week after Lululemon’s chief executive Calvin McDonald announced that he’s stepping down in January, at least two major investors in the Vancouver-based company are angling to install new leadership at the struggling athleisure company. 4 After seven years as CEO of Lululemon Calvin McDonald is stepping down in January. REUTERSNew York Ci ...
Michael Burry Was Early, Elliott Is Here: What's Next For Lululemon Stock?
Benzinga· 2025-12-18 16:57
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. LULU stock is climbing. See the chart and price action here. For months, Lululemon stock was left for dead, plummeting nearly 60% from its all-time highs as it grappled with slowing U.S. growth and a “product newness” crisis. But the narrative shifted with the arrival of Elliott and the departure of Lulu's CEO. Read Next— High ...
Elliott Management takes stake in Lululemon, Hut 8 CEO talks Anthropic data center partnership
Youtube· 2025-12-18 16:07
Good Thursday morning. Welcome to Opening Bid. I'm Yahoo Finance executive editor Brian Sazi.Let's get right after it. Here's what's on my mind right now. Inflation in President Trump's late night TV show.The consumer price index rose 2.7% in November according to new data out today. The headline result came in below estimates for a 3.1% increase. Consumers are still being pinched by high healthcare, rent, and food costs this holiday season, though.On the other end of the spectrum, we have President Trump d ...
Lululemon gains on news activist Elliott proposes Ralph Lauren veteran as CEO
Proactiveinvestors NA· 2025-12-18 16:02
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Retail Stock Extends Recovery With Billion-Dollar Boost
Schaeffers Investment Research· 2025-12-18 15:55
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. This comes alongside rumors the investment group is pushing for Ralph Lauren executive Jane Nielsen to become CEO. Today's jump comes just days after the company posted a third-quarter earnings beat and said current CEO Calvin McDonald will step down after seven years. LULU is now eyeing a fifth-stra ...
美股异动丨Lululemon涨超7%,激进投资者Elliott据报持股超10亿美元并提名新CEO人选
Ge Long Hui· 2025-12-18 15:23
Lululemon Athletica(LULU.US)涨超7%,报222.83美元。知情人士称,激进投资者Elliott已持有 Lululemon超过10亿美元的股份。Elliott正向该运动服饰零售商推荐潜在的CEO人选,认为曾任拉夫劳伦 首席财务官兼首席运营官的零售高管Jane Nielsen是合适的候选人。(格隆汇) ...
FuelCell Energy Posts Strong Q4 Results, Joins Trump Media & Technology, Micron Technology, Lululemon And Other Big Stocks Moving Higher On Thursday - Almonty Indus (NASDAQ:ALM), Canopy Growth (NASDAQ
Benzinga· 2025-12-18 15:10
U.S. stocks were higher, with the Dow Jones index gaining more than 300 points on Thursday.Shares of FuelCell Energy Inc (NASDAQ:FCEL) rose sharply during Thursday's session after the company reported better-than-expected quarterly financial results.Revenue rose 12% year over year to $55.0 million, while net loss per share narrowed to 85 cents from $2.21. Adjusted net loss per share improved to 83 cents from $1.85. FuelCell Energy's adjusted EPS loss of 83 cents beat an estimate for a loss of $1.04, and sal ...
Activist investor Elliott builds over $1 billion stake in Lululemon, puts forth CEO candidate
CNBC· 2025-12-18 14:48
The corporate logo for Lululemon is displayed at their store at the Westfield UTC shopping center on Nov. 3, 2025 in San Diego, California.Activist investor Elliott Investment Management has built a stake of more than $1 billion in Lululemon Athletica and is bringing a potential CEO candidate to the table, a person familiar with the matter told CNBC.Lululemon's stock rose 6% in early trading Thursday. Last week, Lululemon announced CEO Calvin McDonald would step down effective Jan. 31, following a year-long ...