Elliott入股Lululemon(LULU.US) 分析师看重领导层变革

Core Viewpoint - Elliott Investment Management has acquired over $1 billion in Lululemon Athletica, becoming one of the largest shareholders and is poised to push for significant leadership and strategic changes [1] Group 1: Investment and Leadership Changes - Elliott has been collaborating with Jane Nielsen, former CFO and COO of Ralph Lauren, as a potential CEO candidate [1] - Analysts from Jefferies and Needham emphasize the importance of a refreshed board and a strong CEO to revitalize Lululemon [1][1] - The J Thesis believes Lululemon's valuation is unjustifiably low, highlighting its revenue growth of 8.76% over the past 12 months, significantly outpacing the industry average of 3.44% [1] Group 2: Market Reaction - Following the news, Lululemon's stock price surged by 7.4% in pre-market trading, with a 52-week price range of $159.25 to $423.32 [1] - Currently, short positions on Lululemon account for 6.8% of the total shares outstanding [1]