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 ...

Kering - Statement Number of Shares and voting rights - 15.12.2025 KeringSociété anonyme with a share capital of €493,683,112Head office: 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS December 18, 2025 Monthly statement on the total number of shares and voting rights (articles L.233-8 of the French Commercial Code and 223-16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des Marchés Financiers) Date Total number ofsharesTotal number of voting rightstheoretical 1 ...

Key Takeaways CROX targets more than $5B in revenues by 2026, backed by brand investment, product expansion and margin gainsG-III Apparel gains from a shift to higher-margin owned brands, led by growth in Donna Karan and menswear.Dover is seeing steady booking growth, improving business trends and solid demand across most segments.The performance of cyclical stocks is closely linked with the overall health of the economy. The prices of these stocks tend to rise quickly during economic expansion and plummet ...

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 ...

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 ...

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 ...

Group 1 - The results indicate a negative trend, particularly in Tommy Bahama and Long-only investments, with potential marginal improvements [1] - Quipus Capital emphasizes an operational focus rather than market-driven dynamics, assessing companies based on long-term earnings power and competitive dynamics [1] - The majority of Quipus Capital's recommendations will be holds, reflecting a cautious approach in a bullish market [1] Group 2 - A very small fraction of companies are considered buy opportunities at any given time, highlighting a selective investment strategy [1] - Hold articles are intended to provide valuable information for future investors and introduce skepticism in a generally optimistic market [1]

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]

Financial Performance Highlights - Birkenstock's FY25 revenue reached €2097 million, a 16% increase or 18% at constant currency[14,57] - Direct-to-Consumer (DTC) revenue was €795 million, up 11% or 12% at constant currency[14,57] - Business-to-Business (B2B) revenue grew by 20% or 21% at constant currency, reaching €1298 million[14,57] - Adjusted EBITDA increased by 20% to €667 million, with a margin of 318%, a 100 basis points increase[14,60] - Adjusted net profit rose by 44% to €346 million[14,62] - Adjusted EPS increased by 45% to €185[14,34] Regional Performance - Americas revenue reached €1086 million, up 15% or 18% at constant currency[17,57] - EMEA revenue was €785 million, a 14% increase at both reported and constant currency[17,57] - APAC revenue increased by 31% or 34% at constant currency, reaching €222 million[17,57] Financial Health - Net leverage decreased by 17% to 15x LTM Adjusted EBITDA[14,41] - Gross profit reached €1240 million with a margin of 591%, a 30 basis points increase[14,24] Outlook for FY26 - The company projects revenue to increase by 13-15% at constant currencies, targeting €2300-€2350 million[49,51] - Adjusted EBITDA is expected to be at least €700 million, with a margin of 300-305%[49,51]

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. ...