Barb, happy almost new year. Let's get right into it. You you you like Broadcom. Uh it had quite a run for a while. It was up more than Nvidia this year. Why is it still worth buying? >> Well, I think the stock when you look at the growth rates on this, they keep accelerating. Their backlog now is at some 73 billion. Their AI revenue is up over 70% and the management is looking out the next 18 months. See chips doubling and growth continuing strong. So I think that that what you're seeing is that people are ...

Core Viewpoint - lululemon athletica inc. is addressing Chip Wilson's nomination of three director candidates for the company's Board at the 2026 Annual Meeting of Shareholders, emphasizing the Board's commitment to evaluating these nominations in accordance with governance processes [1][6]. Group 1: Board and Leadership - The lululemon Board of Directors is described as highly engaged and experienced, with over one-third of its members joining within the last four years [2]. - The Board and leadership team are focused on driving long-term sustainable growth and shareholder value, having overseen a revenue increase from $2.1 billion in fiscal year 2015 to an expected $11.0 billion in fiscal year 2025, representing a growth of nearly $9 billion [3]. - Operational income is projected to grow nearly sixfold over the same period, contributing to significant cash flow that has allowed for over $5.5 billion in share repurchases since fiscal 2015 [3]. Group 2: Strategic Initiatives - The Board has initiated a comprehensive search for a new CEO to guide the company through growth and transformation, aiming to build on the existing strong foundation and bring fresh perspectives to the brand strategy [4]. - The company acknowledges the strength of its international operations and ongoing efforts in the U.S., while recognizing further opportunities for value realization [4]. Group 3: Shareholder Communication - Shareholders are advised that no action is required at this time, as the Board will review Mr. Wilson's nominations and provide a formal recommendation in the definitive proxy statement ahead of the 2026 Annual Meeting [6]. - The company is working with J.P. Morgan as a financial advisor and Sidley Austin LLP as a legal advisor, with Joele Frank, Wilkinson Brimmer Katcher serving as a strategic communications advisor [7].

U.S. equities experienced a downturn in afternoon trading on Monday, December 29, 2025, as investors engaged in profit-taking during a holiday-shortened week, cooling off from recent rallies. Major market indexes were broadly lower, with particular pressure on heavyweight technology stocks, while the energy sector showed resilience. This cautious sentiment prevails as the market approaches the close of a tumultuous yet ultimately rewarding year, with an eye on key economic data and policy decisions slated f ...

Lululemon Athletica’s founder has launched a proxy battle to revamp the struggling yoga clothing retailer’s board as the directors search for a new CEO.Chip Wilson, Lululemon’s second-largest shareholder with a 9% stake, has been an outspoken critic of the company’s leadership — describing the current board as “complacent” in the face of declining sales in the all-important North American market.He said Monday he is nominating three new directors – former On Running co-CEO Marc Maurer, ex-ESPN chief marketi ...

Core Insights - Lululemon Athletica's founder, Chip Wilson, has initiated a proxy battle to reshape the company's board, indicating ongoing tensions with current leadership [1] Company Summary - The proxy battle initiated by Chip Wilson aims to influence the governance structure of Lululemon Athletica, highlighting potential conflicts between the founder and the company's management [1]

Core Insights - NIKE Inc. is implementing a "Sport Offense" strategy to reset momentum after facing uneven demand and channel imbalances, focusing on sport-led, athlete-driven innovation [1][8] - The strategy aims to enhance product creation and storytelling by aligning more closely with key sports, cities, and athletes, thereby rebuilding brand heat and restoring premium positioning [1][2] Performance and Growth - Early indicators show that the Sport Offense strategy is gaining traction in North America, particularly in performance categories like Running and Basketball, which are driving growth [2][8] - The approach emphasizes faster innovation cycles, clearer segmentation by sport and price point, and tighter collaboration with wholesale partners, leading to improved sell-through and reduced reliance on promotions [2] Market Challenges - Execution risks persist, especially in international markets like Greater China, where NIKE is working to reassert its premium identity in a competitive environment [3] - EMEA and APLA regions are still in the early stages of adopting the Sport Offense framework, suggesting that results may be inconsistent in the short term [3] Competitive Landscape - Key competitors include adidas AG and lululemon athletica inc., both of which are also focusing on performance-led categories to regain growth and brand momentum [4][5][6] - adidas is concentrating on core sports and reducing discount dependency, while lululemon is expanding its market through technical innovation and community engagement [5][6] Financial Metrics - NIKE shares have decreased by 12.6% over the past three months, compared to an 11.4% decline in the industry [7] - The forward 12-month price-to-earnings ratio for NIKE is 29.31X, higher than the industry average of 26.36X [9] - The Zacks Consensus Estimate indicates a year-over-year earnings decline of 27.3% for fiscal 2026, followed by a projected growth of 55.5% for fiscal 2027 [10]

On the street, Lululemon founder Chip Wilson is launching a proxy fight at the athleisure company in an effort to shake up the board, nominating three director candidates, including the former co-ceeo of On Running, a former ESPN chief marketing officer, and former Activision CEO Eric Hersburg. Wilson is not trying to put himself back on the board, although he does remain Lulu's second biggest shareholder, nearly 9% stake, 10 million shares, and has long complained about the performance of Lululemon. This y ...

格隆汇12月29日｜运动服装公司Lululemon(LULU.O)的创始人Chip Wilson正在推动该公司在选出新任首 席执行官之前对董事会进行改组。Wilson是Lululemon最大的股东之一，他在2026年的年会上提名了三 名董事候选人：前On Holding联合首席执行官Marc Maurer、前ESPN首席营销官Laura Gentile和前动视 首席执行官Eric Hirshberg。Wilson周一在声明中表示："近期首席执行官更迭公告标志着董事会监督职 能的第三次彻底失职，至今仍未制定明确的继任计划。股东们完全不相信，在缺乏具备更丰富产品经验 的董事会成员参与的情况下，现任董事会能够选拔并支持下一任首席执行官。" ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Lululemon Athletica founder Chip Wilson is launching a proxy fight at the athletic-apparel retailer in an effort to remake the company’s board while Lululemon searches for a new chief executive. Wilson said Monday that he has nominated three director candidates to the company’s board, confirming an earlier report by The Wall Street Journal. Most Read from The Wall Street Journal The nominees are former On Running co-CEO Marc Maurer, former ESPN Chief Marketing Officer Laura Gentile and former Activisio ...