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). ...

Group 1 - Lululemon (LULU) has experienced a 25% increase in stock price over the past 30 days, indicating a gradual improvement in market sentiment towards the stock [1] - The company has been the subject of previous analyses, with articles published in August discussing its performance and outlook [1] Group 2 - The analyst has a beneficial long position in LULU shares, indicating confidence in the company's future performance [1]

Activist hedge fund Elliott Management has built a stake of more than $1 billion in Lululemon Athletica, positioning itself as one of the athletic apparel maker's largest shareholders as it pushes for... ...

Lululemon stock price has had another bad year as it crashed by 45%, even as the S&P 500 and Nasdaq 100 indices jumped to record highs. It has dropped from the all-time high of $516 in December 2023 t... ...

Lululemon Athletica(LULU.US)盘前涨4.5%，报217.2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) ...

Activist investor Elliott Investment Management has reportedly acquired an over $1 billion stake in Lululemon Athletica (NASDAQ:LULU) and is proposing a new CEO to help the athletic apparel retailer recover from its recent struggles.Lululemon Faces Leadership ShakeupElliott is collaborating with seasoned retail executive Jane Nielsen, a former CFO and COO at Ralph Lauren (NYSE:RL) , who is being considered as a potential CEO for Lululemon, The Wall Street Journal reported on Wednesday. Lululemon and Elliott ...

文 | 窄播，作者 | 麻花（北京） 运动户外无疑是这几年最火的消费赛道之一，但想要坐稳运动品牌CEO的位置并不容易。 去年4月，安德玛创始人KevinPlank重回公司，接替了仅掌权一年的CEO StephanieLinnartz。他在同年6月宣布了为期18个月的重组计划，但期限将至，公 司股价相比曾经52美元的高位，已经掉到了4美元档。 去年10月，耐克前任CEO JohnDonahoe宣布离职，由功勋老臣ElliottHill接任。尽管ElliottHill 已经连续两个季度交出了超出预期的财报，但毛利率下降、 折扣率提升的耐克显然还需要经过一段阵痛期。 HOKA ONE ONE霍伽原本是耐克最有力的竞争对手，也是疫情后增速最快的运动品牌之一，但它母公司德克斯户外的股价在2025年骤然腰斩，投资者质 疑HOKA持续增长的能力，德克斯的CEO Stefano Caroti不得不一次次解释，公司聚焦在跑步、越野等场景能够给增长带来的确定性。 靠「运奢」出圈的始祖鸟则在今年9月陷入了「炸山」争议，人们指责它离中产和时尚太近，忘掉了自己作为户外品牌的初衷，它的大中华区总经理兼地 区CEOIvanShe也在10月 ...

自上周五以来，Lululemon的股价有所回升，当时这家瑜伽服制造商调高了全年业绩展望，并宣布 CEO 卡尔文·麦克唐纳将卸任。麦克唐纳将于 1 月底离职，目前公司正在寻找其继任者。 据分析师预估，这家总部位于温哥华的公司近几个季度的增长已放缓，且这一趋势预计将持续。 Lululemon正面临来自 Alo Yoga 和 Vuori 等新兴品牌的激烈竞争，以及低价零售商仿制品的冲击，其销 售增长目前接近 2007 年上市以来的最低水平。 智通财经APP获悉，以激进策略著称的华尔街"秃鹫"基金埃利奥特投资管理公司已建立持有 Lululemon(LULU.US)超过 10 亿美元的股份。 知情人士透露，埃利奥特正向这家陷入困境的运动服饰零售商推荐潜在的 CEO 人选。埃利奥特认为曾 任拉夫劳伦首席财务官兼首席运营官的零售高管简·尼尔森是合适的 CEO 候选人。 Lululemon的股价今年已累计下跌 46%。周三，该股在纽约交易中上涨 0.6%，报收于 207.87 美元，公 司市值为 240 亿美元。 ...

Core Insights - Activist investor Elliott Management has acquired a significant stake in Lululemon Athletica, indicating a strategic interest in the company's future performance [1] - Elliott Management is reportedly considering a potential CEO candidate to help revitalize Lululemon's business operations [1] Company Summary - Lululemon Athletica is facing challenges that have prompted Elliott Management's intervention, suggesting a need for operational improvements and strategic direction [1] - The involvement of Elliott Management, known for its activist investment strategies, may lead to significant changes in Lululemon's management and operational approach [1]

Activist investor Elliott has built a stake of more than $1 billion in Lululemon, the Wall Street Journal reports https://t.co/9jIuYKTUJd ...