The athleisure brand’s estranged founder, Chip Wilson, is telling anyone who will listen how the current leadership is messing up. https://t.co/pOP7RiEN3z ...

Nosedive and it's losing its soul. After nominating and governance committee failed to safeguard the company's long term vision. So what is the solution for the athleisure maker.According to Wilson, Lulu needs to put product and brand back at the center. Bring entrepreneurship or entrepreneurial ownership, I should say, back onto the board. Empower creative leadership over merchants.Stop chasing Wall Street at the expense of customers, and recommit to the muse, the woman who inspires the brand. Well. Shares ...

Core Insights - Investors are encouraged to consider stocks like Deckers Outdoor, O'Reilly Automotive, and Lululemon Athletica due to their high return on invested capital (ROIC) in the competitive retail sector [1][3] Group 1: Return on Invested Capital (ROIC) - ROIC is a critical metric in the retail sector, indicating how much operating profit a company generates from every dollar invested [2] - The median ROIC for retail stocks tracked by Citi Research is 17.6%, with Deckers leading at 53%, followed by O'Reilly Automotive at 45% and Lululemon at 45% [3] Group 2: Stock Performance and Market Trends - Shares of Lululemon and Deckers have underperformed the broader market in 2025, both down approximately 50% year-to-date, while the S&P 500 has increased around 14% [4] - Analysts predict a flat profit year for Deckers ending March 2026, but expect around 10% growth in the following fiscal year, with a 25% upside implied by average sell-side analyst price targets [5] Group 3: Brand Performance - Hoka, a brand under Deckers, is noted as one of the fastest-growing in the athletic space, although there are concerns about potential growth slowdown in fiscal year 2026 [6] - O'Reilly Automotive is experiencing significant success, with shares up over 32% due to delayed new car purchases, benefiting from its efficient supply chain despite its stock being valued at nearly 33 times forward earnings, the highest in a decade [7]

In a sponsor category long dominated by two giants, the athleisure maker joins a wave of challengers tempting star players with opportunities for creative input—and lucrative financial terms. https://t.co/k1U1XuOEod (Photo: Vuori) https://t.co/B8FWSHYGxv https://t.co/TJG76G4gU6 ...

What is going wrong for the king of athleisure? https://t.co/XWG6tGhHgM ...

Industry Trends - Athleisure maker joins a wave of challengers in a sponsor category long dominated by two giants [1] - Challengers are tempting star players with opportunities for creative input and lucrative financial terms [1] Company Strategy - Vuori is mentioned as a specific example of an athleisure maker [1]

Industry Trends - Athleisure maker Vuori joins a wave of challengers in a sponsor category traditionally dominated by two giants [1] - These challengers are tempting star players with creative input opportunities [1] - Challengers are also offering lucrative financial terms to attract star players [1]

Industry Trend - The athleisure industry sees challengers tempting star players with creative input and lucrative financial terms [1] - The sponsor category has long been dominated by two giants [1] Company Strategy - Vuori joins a wave of challengers in the athleisure market [1] - Vuori attracts star players with opportunities for creative input and lucrative financial terms [1]

In a sponsor category long dominated by two giants, the athleisure maker joins a wave of challengers tempting star players with opportunities for creative input—and lucrative financial terms. https://t.co/pDKwIcepJQ (Photo: Vuori) https://t.co/nOJzQECAsE ...

Athleisure Brand That Made $1 Million In One Hour Launches Innovative Luxform Fabric https://t.co/Z4LkEBSVDb https://t.co/K7WACQEWF3 ...