PresentationGood [ morning ] everyone. Thank you for joining Borregaard's pre-close call. My name is Veronica Skevik Frey and I am Vice President Finance in Borregaard. I'm joined today by our CFO, Per Bjarne Lyngstad, and we are live from the biorefinery in Norway. And here is the agenda for today's call. First, we'll look at the outlook from the latest quarterly report from the Q3 report reiterated for that. Secondly, currency and commodities inputs and then last, we'll have a Q&A session. And regarding t ...

美光科技涨13.8%，公司预计本季度营收187亿美元，远高于142亿美元市场预期。特朗普媒体科技集团 涨25.7%，拟与核聚变公司TAE合并。Lululemon涨8.3%，激进投资者Elliott据报已持有其超10亿美元股 份。AI医疗概念股Recursion续涨3.4%，小摩上调评级，木头姐加仓。 来源：视频滚动新闻 ...

智通财经APP获悉，据报道，激进投资者埃利奥特投资管理公司(Elliott Investment Management)已对 Lululemon Athletica(LULU.US)建立了超过10亿美元的积极股权，使其成为该公司最大的股东之一，并 准备推动重大的领导层和战略变革。 受此消息影响，Lululemon股价在盘前交易中大涨7.4%，其52周价格区间为159.25美元至423.32美元。目 前该股的做空头寸占流通股总数的6.8%。 在华尔街，杰富瑞分析师兰德尔·科尼克表示，随着Lululemon CEO即将离任，公司认为一个焕然一新的 董事会、一位具备真正领导力且深思熟虑的CEO，以及回归Lululemon的初心至关重要。同时， Needham分析师汤姆·尼基克认为简·尼尔森将是CEO职位的极强候选人。尼基克强调："考虑到她在拉尔 夫·劳伦和蔻驰的巨大成功，我们认为她如果能加入，将有助于重振Lululemon。" 分析师The J Thesis认为Lululemon的估值被不合理地低估了。他分析指出："尽管存在关税和消费疲软的 所有担忧，Lululemon在过去12个月中收入增长了8.76%，是同行平 ...

Activist investor Elliott Investment Management has built a stake of more than $1 billion in Lululemon Athletica Inc., according to a person familiar with the matter, as the struggling retailer faces a strategic overhaul amid its chief executive officer’s exit. Elliott has been working for months with retail executive Jane Nielsen — a former chief financial officer and chief operating officer at Ralph Lauren — on Lululemon, said the person, who asked to remain unnamed as the matter is private. Most Read ...

Core Viewpoint - Lululemon Athletica shares experienced a nearly 8% increase in premarket trading following reports that Elliott Management has acquired a $1 billion stake in the company and is collaborating with former Ralph Lauren executives [1] Company Summary - Elliott Management has built a significant $1 billion stake in Lululemon Athletica, indicating strong investor interest and potential for strategic changes within the company [1] - The collaboration with former Ralph Lauren executives suggests a focus on enhancing brand strategy and operational efficiency, which could lead to improved performance and market positioning for Lululemon [1]

2. 截至发稿，德国DAX指数涨0.26%，英国富时100指数涨0.22%，法国CAC40指数涨0.21%，欧洲斯托克50指数涨0.38%。 | 德国DAX30 | 24,018.12 | 24,041.19 | 23,914.00 | +62.41 | +0.26% | | --- | --- | --- | --- | --- | --- | | 英国富时100 | 9.795.80 | 9,805.65 | 9.764.60 | +21.48 | +0.22% | | II 法国CAC40 | 8,103.15 | 8,116.21 | 8,086.59 | +17.10 | +0.21% | | □ 欧洲斯托克50 | 5,703.25 | 5,710.06 | 5,678.06 | +21.58 | +0.38% | 3. 截至发稿，WTI原油涨0.09%，报55.86美元/桶。布伦特原油跌0.02%，报59.67美元/桶。 | 瑞 伦敦布伦特原油 | 2026年2月 | 59.67 | 60.73 | 59.62 | -0.01 | -0.02% | | --- | --- | --- | --- ...

The activewear company announced last week that its CEO will step down in January. Elliott has a candidate in mind—and a stake worth more than $1 billion. ...

Core Insights - lululemon plans to expand its international presence in 2026 by entering six new markets, which is a record for the brand in a single year, through franchise partnerships [1][4] - The new markets include Greece, Austria, Poland, Hungary, Romania, and India, with the latter being facilitated through a partnership with Tata CLiQ [1][3] - The expansion aligns with lululemon's growth strategy, which emphasizes market expansion as a key pillar, building on its existing presence in over 30 markets globally [6] Market Expansion - The brand will offer its full range of products online in the new European markets through lululemon.eu, while Indian consumers will access products via Tata CLiQ Luxury and Tata CLiQ Fashion [3] - The entry into these markets follows recent openings in Italy, Denmark, Turkey, and Belgium, showcasing the effectiveness of the franchise model [6] - Preparations for the new market entries will continue into the next year, with further details on store locations and community activations expected to be shared in 2026 [6] Community Engagement - lululemon emphasizes a community-first model, deepening connections with guests through an ambassador network and local events that promote movement and wellbeing [5] - This approach reflects the brand's commitment to holistic physical, mental, and social wellbeing, which will be central to its market entry strategy in 2026 [5]

International Expansion Market expansion is a key pillar of lululemon's growth strategy. With a presence in more than 30 markets around the world today, lululemon has an established and growing footprint across North America, EMEA, Asia Pacific, and China Mainland. These forthcoming market entries represent another important step in lululemon's international expansion and follow the company's entry into Italy this summer, as well as recent openings in Denmark, Turkey, and Belgium through its franchise model ...

jetcityimage/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Activist investor Elliott takes over $1 billion stake in lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16) This is an abridged transcript. Elliott Investment Management has taken a stake in lululemon Athletica (LULU). ...