lululemon athletica（33L1）株式概要lululemon athletica inc.は、その子会社とともに、米国、カナダ、メキシコ、中国本土、香港、台湾、マカオ、および海外で、lululemonブランドのもと、女性用および男性用のテクニカル・アスレチック・アパレル、フットウェア、アクセサリーのデザイン、販売、小売を行っている。 詳細33L1 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績2/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より16.2%で取引されている 収益は年間2.95%増加すると予測されています リスク分析高いレベルの非現金収入 すべてのリスクチェックを見る33L1 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€4.0496.5% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture014b2016201920222025202620282031Revenue US$13.8bEarnings US$2.0bAdvancedSet Fair ValueView all narrativeslululemon athletica inc. 競合他社adidasSymbol: XTRA:ADSMarket cap: €27.1bHugo BossSymbol: XTRA:BOSSMarket cap: €2.5bBijou Brigitte modische AccessoiresSymbol: XTRA:BIJMarket cap: €397.1mPradaSymbol: SEHK:1913Market cap: HK$93.9b価格と性能株価の高値、安値、推移の概要lululemon athletica過去の株価現在の株価US$4.0452週高値US$7.3052週安値US$4.04ベータ0.901ヶ月の変化-17.55%3ヶ月変化-33.22%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-35.23%最新ニュースお知らせ • May 22+ 2 more updatesDennis J. Wilson Issues a Press Release Setting Forth his Recent Negotiations with lululemon athleticaOn May 18, 2026, Dennis J. Wilson issued a press release setting forth details of his recent negotiations with lululemon athletica inc. The press release highlighted Dennis J. Wilson’s support for the eight key terms proposed by the Company as part of a potential resolution and outlined his responses to other items in the Company’s proposal, including suggestions to align the proposed framework with customary terms such as replacement rights and expense reimbursement. The press release noted that such customary terms are so common that they have been included in at least 14 of the last 20 settlement agreements entered into by other clients of the Company’s counsel in similar situations. Additionally, the press release expressed Dennis J. Wilson’s willingness to continue a constructive dialogue with the Board to achieve a resolution and his readiness to act in the best interests of all shareholders, whether through a vote at the annual meeting or a constructive resolution with the Company.お知らせ • May 21lululemon athletica inc., Annual General Meeting, Jun 25, 2026lululemon athletica inc., Annual General Meeting, Jun 25, 2026.お知らせ • May 19+ 1 more updateDennis J. Wilson Updates His WebsiteOn May 19, 2026, Dennis J. Wilson announced that he has update his website, CreativityFirstlulu.com., his engagements with lululemon athletica inc., in connection with the 2026 Annual Meeting.お知らせ • May 13Dennis J. Wilson Issue an Open Letter to the Shareholders of lululemon athleticaOn May 11, 2026, Dennis J. Wilson issued an open letter on May 6, 2026, to the shareholders of lululemon athletica setting forth his views on the characteristics of a successful creative business, which include inspiring the core customer, focusing on technical details when developing products, driving disruption, cultivating a culture that prioritizes experimentation and innovation, and emphasizing creativity at the board level. Wilson’s belief that the Nominees, based on their individual and collective experience in brand development, creative leadership and focused marketing, would bring fresh perspectives to help restore confidence and stop the current pattern of value destruction at the Company, if elected to the Board.お知らせ • May 07+ 1 more updateDennis J. Wilson Filed a Revised Definitive Proxy Statement with lululemon athleticaOn May 1, 2026, Dennis J. Wilson filed a revised definitive proxy statement and accompanying gold proxy card with the SEC to reflect lululemon athletica inc.’s changes to its slate of director nominees for the annual meeting. The Company had provided notice to the Reporting Persons on April 22, 2026, of the Company’s intent to nominate Charles Bergh, Shane Grant, and Teri List for election to the Board at the annual meeting and solicit proxies in support of the election of only those 3 individuals. On April 26, 2026, Shane Grant notified the Board that he will not stand for re-election at the annual meeting, and the Board appointed a new director to take his place.お知らせ • Apr 30Chip Wilson Issues Letter to lululemon ShareholdersOn April 29, 2026, Chip Wilson issued a letter to shareholders of Datadog, Inc., criticizing the company’s Board for its failure to understand and protect the brand’s premium positioning, and he stated that Board's endorsement of brand-eroding choices has led to a 65.9% loss in shareholder value over a less than 2-year period, which impacted the Company’s stock performance among its peers, lagging its peer median on 1- and 3-year total shareholder returns by 19.5% and 63.6% respectively. In addition, Wilson criticizes the Board’s appointment of Heidi O’Neill as CEO, which reflects broken governance and a lack of creative, product-first leadership, and he noted the negative market reaction to her appointment and the long gap before she officially starts, which he says destabilizes the business. Further, Wilson describes unsuccessful settlement discussions with the Board, alleging excessive focus on non-disparagement agreements and escrow demands, and resistance driven by personal animus toward him rather than shareholder interests. Furthermore, Wilson urged the Company shareholders to vote for his director nominees Marc Maurer, Laura Gentile, and Eric Hirshberg, at the 2026 annual meeting of shareholders.最新情報をもっと見るRecent updatesお知らせ • May 22+ 2 more updatesDennis J. Wilson Issues a Press Release Setting Forth his Recent Negotiations with lululemon athleticaOn May 18, 2026, Dennis J. Wilson issued a press release setting forth details of his recent negotiations with lululemon athletica inc. The press release highlighted Dennis J. Wilson’s support for the eight key terms proposed by the Company as part of a potential resolution and outlined his responses to other items in the Company’s proposal, including suggestions to align the proposed framework with customary terms such as replacement rights and expense reimbursement. The press release noted that such customary terms are so common that they have been included in at least 14 of the last 20 settlement agreements entered into by other clients of the Company’s counsel in similar situations. Additionally, the press release expressed Dennis J. Wilson’s willingness to continue a constructive dialogue with the Board to achieve a resolution and his readiness to act in the best interests of all shareholders, whether through a vote at the annual meeting or a constructive resolution with the Company.お知らせ • May 21lululemon athletica inc., Annual General Meeting, Jun 25, 2026lululemon athletica inc., Annual General Meeting, Jun 25, 2026.お知らせ • May 19+ 1 more updateDennis J. Wilson Updates His WebsiteOn May 19, 2026, Dennis J. Wilson announced that he has update his website, CreativityFirstlulu.com., his engagements with lululemon athletica inc., in connection with the 2026 Annual Meeting.お知らせ • May 13Dennis J. Wilson Issue an Open Letter to the Shareholders of lululemon athleticaOn May 11, 2026, Dennis J. Wilson issued an open letter on May 6, 2026, to the shareholders of lululemon athletica setting forth his views on the characteristics of a successful creative business, which include inspiring the core customer, focusing on technical details when developing products, driving disruption, cultivating a culture that prioritizes experimentation and innovation, and emphasizing creativity at the board level. Wilson’s belief that the Nominees, based on their individual and collective experience in brand development, creative leadership and focused marketing, would bring fresh perspectives to help restore confidence and stop the current pattern of value destruction at the Company, if elected to the Board.お知らせ • May 07+ 1 more updateDennis J. Wilson Filed a Revised Definitive Proxy Statement with lululemon athleticaOn May 1, 2026, Dennis J. Wilson filed a revised definitive proxy statement and accompanying gold proxy card with the SEC to reflect lululemon athletica inc.’s changes to its slate of director nominees for the annual meeting. The Company had provided notice to the Reporting Persons on April 22, 2026, of the Company’s intent to nominate Charles Bergh, Shane Grant, and Teri List for election to the Board at the annual meeting and solicit proxies in support of the election of only those 3 individuals. On April 26, 2026, Shane Grant notified the Board that he will not stand for re-election at the annual meeting, and the Board appointed a new director to take his place.お知らせ • Apr 30Chip Wilson Issues Letter to lululemon ShareholdersOn April 29, 2026, Chip Wilson issued a letter to shareholders of Datadog, Inc., criticizing the company’s Board for its failure to understand and protect the brand’s premium positioning, and he stated that Board's endorsement of brand-eroding choices has led to a 65.9% loss in shareholder value over a less than 2-year period, which impacted the Company’s stock performance among its peers, lagging its peer median on 1- and 3-year total shareholder returns by 19.5% and 63.6% respectively. In addition, Wilson criticizes the Board’s appointment of Heidi O’Neill as CEO, which reflects broken governance and a lack of creative, product-first leadership, and he noted the negative market reaction to her appointment and the long gap before she officially starts, which he says destabilizes the business. Further, Wilson describes unsuccessful settlement discussions with the Board, alleging excessive focus on non-disparagement agreements and escrow demands, and resistance driven by personal animus toward him rather than shareholder interests. Furthermore, Wilson urged the Company shareholders to vote for his director nominees Marc Maurer, Laura Gentile, and Eric Hirshberg, at the 2026 annual meeting of shareholders.お知らせ • Apr 29lululemon athletica inc. Announces Board Changeslululemon athletica inc. announced the appointment of Esi Eggleston Bracey, former Chief Growth & Marketing Officer of Unilever PLC, to its Board of Directors, effective April 28, 2026. Esi Eggleston Bracey most recently served as Chief Growth & Marketing Officer of Unilever PLC, where she led the global transformation of marketing across a portfolio of more than 400 brands. Prior to that role, she served as President, Unilever USA and CEO, Unilever Personal Care, North America, and as Executive Vice President and Chief Operating Officer, North America Beauty and Personal Care. Earlier in her career, Ms. Bracey held senior leadership roles at Coty Inc. and at Procter & Gamble. Ms. Bracey has served on the board of directors of Williams-Sonoma Inc. since 2021 and previously served on the board of Six Flags Entertainment Corporation. She holds a bachelor’s degree in engineering sciences from Dartmouth College. Ms. Bracey will stand for election at lululemon’s 2026 Annual Meeting of Shareholders in lieu of Shane Grant, who has notified the company that he does not intend to stand for re-election at the conclusion of his current term.お知らせ • Apr 24+ 1 more updateLululemon Athletica Inc. Appoints Heidi O’Neill to Board of Directors, Effective September 8, 2026lululemon athletica inc. announced that, following a comprehensive search process, the company’s Board of Directors has unanimously approved the appointment of industry veteran Heidi O’Neill as the company’s next Chief Executive Officer. Ms. O’Neill will start as CEO and join the Board effective September 8, 2026, and will be based in Vancouver. Ms. O’Neill brings more than three decades of experience across performance apparel, footwear, and sport, with a strong track record of driving disruptive change and growth at scale through product innovation, digital transformation, and powerful brand connection. During her career at Nike Inc., she helped grow the company from a $9+ billion business to a $45+ billion global leader. She played a central role in overseeing the company’s product pipeline, brand voice, and operations, as well as in shaping its connection with consumers and athletes worldwide. Earlier in her career, Ms. O’Neill worked in marketing for the Dockers brand at Levi Strauss & Co. She brings additional strategy and leadership perspectives from her service on the Boards of Directors of consumer-facing companies including Spotify Technology, Hyatt Hotels, and Lithia & Driveway. Heidi O’Neill is a seasoned retail executive with more than three decades of industry experience, including over 25 years at Nike Inc. with a focus on product creation and design, brand strategy, marketing, digital commerce, and global market operations. She served most recently as President, Consumer, Product & Brand, where she oversaw the global consumer and product engine. In this role, Ms. O’Neill also reset the brand foundation, reduced product development timelines to accelerate speed to market and prioritized renewed momentum in global Football and Running. She brings deep expertise in performance apparel, sport, and footwear, leading the company’s Men’s, Women’s and Kids consumer sport teams, product innovation and design, merchandising, and brand and sports marketing. As President, Consumer & Marketplace, she led operations across more than 170 countries, including the global commercial organization, and held P&L responsibility. An early digital champion and innovator, Ms. O’Neill was previously responsible for the global direct-to-consumer and digital business, encompassing owned retail stores, e-commerce, mobile applications, membership, and consumer data and analytics. Ms. O’Neill began her career in advertising at Foote, Cone & Belding and as Director of Marketing for the Dockers brand at Levi Strauss & Co. She brings additional strategy and leadership perspectives from her Board service and currently serves on the Boards of Directors of consumer-facing companies including Spotify Technology, Hyatt Hotels, and Lithia & Driveway.お知らせ • Apr 09Dennis J. Wilson Posts Advertisements on Social MediaOn April 7, 2026, Dennis J. Wilson issued advertisements on social media and search engines in connection with lululemon athletica inc.’s annual shareholders meeting.お知らせ • Mar 18+ 1 more updateLululemon Athletica Inc. Announces Board Changeslululemon athletica inc. announced the appointment of Chip Bergh, former President and Chief Executive Officer of Levi Strauss & Co., to its Board of Directors, effective immediately as of March 17, 2026. Mr. Bergh will serve as a Class I director with an initial term expiring at the 2026 annual meeting of stockholders (the Annual Meeting). Mr. Bergh will serve on the Corporate Responsibility, Sustainability, and Governance Committee and the People, Culture, and Compensation Committee. With this addition, lululemon has added five new independent directors to the Board in the last five years, reflecting the Board's commitment to ongoing refreshment. Mr. Bergh will stand for election at lululemon's 2026 Annual Meeting of Shareholders in lieu of David Mussafer, who has notified the Company that he does not intend to stand for re-election at the conclusion of his current three-year term. Since first joining the Board in 2005, David has served in numerous roles, including Co-Chairman from 2014 to 2017. Chip Bergh most recently served as President and Chief Executive Officer of Levi Strauss & Co. from 2011 to 2024 and served on its board during that time. Prior to joining Levi Strauss & Co., Mr. Bergh spent 28 years at Procter & Gamble in roles of increasing scope and complexity across brand management, general management, and executive leadership. Mr. Bergh has served on the board of HP Inc. since 2015, where he currently serves as non-executive chair, and also serves on the boards of e.l.f. Beauty Inc. and Pinterest Inc.; he previously served on the board of VF Corporation. Mr. Bergh is a Senior Lecturer of Business Administration at Harvard Business School and holds a bachelor's degree in international affairs from Lafayette College. On March 13, 2026, David Mussafer, a member of the Board, informed the Board that he plans to retire from the Board at the end of his current term and will not stand for reelection at the Annual Meeting. Immediately following the Annual Meeting, the size of the Board will be reduced from 10 to 9 members. Mr. Mussafer currently serves as lead director and chair of the Corporate Responsibility, Sustainability and Governance Committee. Mr. Mussafer's decision to not stand for reelection was not the result of any disagreement with the Company on any matter relating to its operations, policies or practices.お知らせ • Mar 05Chip Wilson Launches Website in Campaign for Change at lululemonOn March 5, 2026, Chip Wilson announced that he has launched a campaign website, detailing his view on the quantum of change needed at lululemon athletica inc. and showcases the 3 independent director candidates he's nominated Marc Maurer, Laura Gentile and Eric Hirshberg, for election to the Company's Board of Directors at the Company's 2026 Annual Meeting of Shareholders. In addition, Chip Wilson stated that website launch his latest step in his campaign to unlock value for all Company shareholders, allowing shareholders to engage with his case for change and get to know his independent director nominees, and he believes the Company requires a board to renew focus on creativity, product excellence and a recommitment to the original muse ahead of a new CEO being named, as well as the declassification of its Board.お知らせ • Mar 03+ 1 more updatelululemon athletica inc. to Report Q4, 2026 Results on Mar 17, 2026lululemon athletica inc. announced that they will report Q4, 2026 results on Mar 17, 2026お知らせ • Feb 27Chip Wilson Sends Letter to lululemon ShareholdersOn February 27, 2026, Chip Wilson announced that he has sent a letter to shareholders of lululemon athletica inc., pushing the Company for immediate governance changes and board restructuring, citing a $20 billion loss in shareholder value over 5 years and a disconnect between the board and the company’s creative engine. In addition, Wilson criticized the board for insufficient engagement, rejecting a proposed Brand Product Committee, and potential conflicts of interest, prompting him to nominate 3 independent directors and demand board declassification. Further, Wilson contending that the board has failed to act with necessary urgency, urged the Company shareholders to push for changes to prevent further value destruction and stated that his independent candidates, Marc Maurer, Laura Gentile and Eric Hirshberg, stand ready to serve in the best interest of the Company and its shareholders.お知らせ • Feb 10lululemon Introduces Unrestricted Powerlululemon unveiled Unrestricted Power™?, a new innovation platform engineered for heavy lifts and demanding gym sessions. The assortment, which launches this morning in North America, is backed by thousands of hours of research and development, providing secure support without compromising comfort and mobility, enabling a distraction-free fit built to match every move. The product features a new lululemon proprietary performance fabric called PowerLu™?, which is crafted with the brand's highest filament-count yarn to provide the ideal balance of engineered stretch, unrestricted motion, and stability. The unique dual-action design stretches effortlessly with every rep, providing targeted support for the body while reducing the sensation of riding up, slipping down, or pulling even in the deepest squat position. Unrestricted Power was developed through rigorous wear-testing with lululemon's Ambassador athletes, including strength and performance athlete Kayla Jeter and seven-time Formula 1™? World Champion Lewis Hamilton, who both contributed real-world feedback to the fit, construction and performance during their toughest workouts. The brand's newest train assortment will feature both women's and men's styles including: Unrestricted Power High Rise Tight 25" (W): Secure support with engineered stretch, a no-inseam construction to eliminate pulling in deep squats, raised yoke for enhanced glute support, and a no-dig waistband that stays in place. Unrestricted Power Short 7" Lined (M): Developed from the inside out with a liner designed to provide support while reducing the sensation of riding-up during squats, paired with a durable, four-way stretch outer shell. Unrestricted Power Cropped Long Sleeve (W) & Long Sleeve (M): Lightweight, second-skin tops designed for inhibited movement, featuring ultra-flexible, soft-brushed fabric that wicks sweat, dries quickly, and breathing easily. With the release of Unrestricted Power, lululemon continues to expand their high-performance training assortment designed to fuel every workout, including Wunder Train™?, Glow Up™? and Licence to Train™? collections and Charge feel™? shoes. Unrestricted Power launches February 10 in North America and in EMEA, APAC, and China Mainland later this year.お知らせ • Jan 23Dennis Wilson Announces his Intention to File Definitive Proxy Statement with Securities and Exchange CommissionOn January 23, 2026, Dennis J. Wilson announced that he intended to file a proxy statement with the U.S. Securities and Exchange Commission to be used to solicit proxies for the election of his slate of director candidates at the 2026 annual meeting of shareholders of lululemon athletica inc., and for the approval of a business proposal to be presented at the 2026 Annual Meeting.お知らせ • Jan 13Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2025lululemon athletica inc. updates earnings guidance for the fourth quarter of fiscal 2025. For the quarter, the company expects net revenue and diluted earnings per share for the fourth quarter of fiscal 2025 to be toward the high end of the previously guided ranges of $3.500 billion to $3.585 billion and $4.66 to $4.76, respectively.お知らせ • Dec 19Elliott Investment Management Calls for a CEO Change at lululemon athleticaOn December 18, 2025, Elliott Investment Management announced that it has acquired a stake of more than $1 billion dollars in Lululemon Athletica to help the Company recover from financial difficulties. Elliott Investment is advocating for Jane Nielsen, a former Ralph Lauren executive, to be the new CEO following the announcement of current CEO Calvin McDonald's departure.株主還元33L1DE LuxuryDE 市場7D-6.9%4.7%2.4%1Yn/a-23.5%1.2%株主還元を見る業界別リターン: 33L1がGerman Luxury業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 33L1 German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 33L1's price volatile compared to industry and market?33L1 volatility33L1 Average Weekly Movement5.9%Luxury Industry Average Movement5.0%Market Average Movement6.1%10% most volatile stocks in DE Market13.4%10% least volatile stocks in DE Market2.7%安定した株価: 33L1 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 過去 1 年間の33L1のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト199839,000Meghan Frankcorporate.lululemon.comlululemon athletica inc.は、その子会社とともに、米国、カナダ、メキシコ、中国本土、香港、台湾、マカオ、および海外で、lululemonブランドのもと、女性用および男性用のテクニカル・アスレチック・アパレル、フットウェア、アクセサリーのデザイン、販売、小売を行っている。同社は、ヨガ、ランニング、トレーニングなどのアスレチック活動用のパンツ、ショーツ、トップス、ジャケットを提供している。また、フィットネスにインスパイアされたアクセサリーも提供している。ルルレモン・アスレチカは1998年に設立され、カナダのバンクーバーに本社を置いている。もっと見るlululemon athletica inc. 基礎のまとめlululemon athletica の収益と売上を時価総額と比較するとどうか。33L1 基礎統計学時価総額€12.54b収益（TTM）€1.36b売上高(TTM)€9.57b9.2xPER（株価収益率1.3xP/Sレシオ33L1 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計33L1 損益計算書（TTM）収益US$11.10b売上原価US$4.82b売上総利益US$6.28bその他の費用US$4.70b収益US$1.58b直近の収益報告Feb 01, 2026次回決算日Jun 04, 2026一株当たり利益（EPS）13.80グロス・マージン56.60%純利益率14.22%有利子負債／自己資本比率0%33L1 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 10:10終値2026/05/22 00:00収益2026/02/01年間収益2026/02/01データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋lululemon athletica inc. 30 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。58 アナリスト機関John StaszakArgus Research CompanyMark AltschwagerBairdStacy PakBarclays55 その他のアナリストを表示
お知らせ • May 22+ 2 more updatesDennis J. Wilson Issues a Press Release Setting Forth his Recent Negotiations with lululemon athleticaOn May 18, 2026, Dennis J. Wilson issued a press release setting forth details of his recent negotiations with lululemon athletica inc. The press release highlighted Dennis J. Wilson’s support for the eight key terms proposed by the Company as part of a potential resolution and outlined his responses to other items in the Company’s proposal, including suggestions to align the proposed framework with customary terms such as replacement rights and expense reimbursement. The press release noted that such customary terms are so common that they have been included in at least 14 of the last 20 settlement agreements entered into by other clients of the Company’s counsel in similar situations. Additionally, the press release expressed Dennis J. Wilson’s willingness to continue a constructive dialogue with the Board to achieve a resolution and his readiness to act in the best interests of all shareholders, whether through a vote at the annual meeting or a constructive resolution with the Company.
お知らせ • May 21lululemon athletica inc., Annual General Meeting, Jun 25, 2026lululemon athletica inc., Annual General Meeting, Jun 25, 2026.
お知らせ • May 19+ 1 more updateDennis J. Wilson Updates His WebsiteOn May 19, 2026, Dennis J. Wilson announced that he has update his website, CreativityFirstlulu.com., his engagements with lululemon athletica inc., in connection with the 2026 Annual Meeting.
お知らせ • May 13Dennis J. Wilson Issue an Open Letter to the Shareholders of lululemon athleticaOn May 11, 2026, Dennis J. Wilson issued an open letter on May 6, 2026, to the shareholders of lululemon athletica setting forth his views on the characteristics of a successful creative business, which include inspiring the core customer, focusing on technical details when developing products, driving disruption, cultivating a culture that prioritizes experimentation and innovation, and emphasizing creativity at the board level. Wilson’s belief that the Nominees, based on their individual and collective experience in brand development, creative leadership and focused marketing, would bring fresh perspectives to help restore confidence and stop the current pattern of value destruction at the Company, if elected to the Board.
お知らせ • May 07+ 1 more updateDennis J. Wilson Filed a Revised Definitive Proxy Statement with lululemon athleticaOn May 1, 2026, Dennis J. Wilson filed a revised definitive proxy statement and accompanying gold proxy card with the SEC to reflect lululemon athletica inc.’s changes to its slate of director nominees for the annual meeting. The Company had provided notice to the Reporting Persons on April 22, 2026, of the Company’s intent to nominate Charles Bergh, Shane Grant, and Teri List for election to the Board at the annual meeting and solicit proxies in support of the election of only those 3 individuals. On April 26, 2026, Shane Grant notified the Board that he will not stand for re-election at the annual meeting, and the Board appointed a new director to take his place.
お知らせ • Apr 30Chip Wilson Issues Letter to lululemon ShareholdersOn April 29, 2026, Chip Wilson issued a letter to shareholders of Datadog, Inc., criticizing the company’s Board for its failure to understand and protect the brand’s premium positioning, and he stated that Board's endorsement of brand-eroding choices has led to a 65.9% loss in shareholder value over a less than 2-year period, which impacted the Company’s stock performance among its peers, lagging its peer median on 1- and 3-year total shareholder returns by 19.5% and 63.6% respectively. In addition, Wilson criticizes the Board’s appointment of Heidi O’Neill as CEO, which reflects broken governance and a lack of creative, product-first leadership, and he noted the negative market reaction to her appointment and the long gap before she officially starts, which he says destabilizes the business. Further, Wilson describes unsuccessful settlement discussions with the Board, alleging excessive focus on non-disparagement agreements and escrow demands, and resistance driven by personal animus toward him rather than shareholder interests. Furthermore, Wilson urged the Company shareholders to vote for his director nominees Marc Maurer, Laura Gentile, and Eric Hirshberg, at the 2026 annual meeting of shareholders.
お知らせ • May 22+ 2 more updatesDennis J. Wilson Issues a Press Release Setting Forth his Recent Negotiations with lululemon athleticaOn May 18, 2026, Dennis J. Wilson issued a press release setting forth details of his recent negotiations with lululemon athletica inc. The press release highlighted Dennis J. Wilson’s support for the eight key terms proposed by the Company as part of a potential resolution and outlined his responses to other items in the Company’s proposal, including suggestions to align the proposed framework with customary terms such as replacement rights and expense reimbursement. The press release noted that such customary terms are so common that they have been included in at least 14 of the last 20 settlement agreements entered into by other clients of the Company’s counsel in similar situations. Additionally, the press release expressed Dennis J. Wilson’s willingness to continue a constructive dialogue with the Board to achieve a resolution and his readiness to act in the best interests of all shareholders, whether through a vote at the annual meeting or a constructive resolution with the Company.
お知らせ • May 21lululemon athletica inc., Annual General Meeting, Jun 25, 2026lululemon athletica inc., Annual General Meeting, Jun 25, 2026.
お知らせ • May 19+ 1 more updateDennis J. Wilson Updates His WebsiteOn May 19, 2026, Dennis J. Wilson announced that he has update his website, CreativityFirstlulu.com., his engagements with lululemon athletica inc., in connection with the 2026 Annual Meeting.
お知らせ • May 13Dennis J. Wilson Issue an Open Letter to the Shareholders of lululemon athleticaOn May 11, 2026, Dennis J. Wilson issued an open letter on May 6, 2026, to the shareholders of lululemon athletica setting forth his views on the characteristics of a successful creative business, which include inspiring the core customer, focusing on technical details when developing products, driving disruption, cultivating a culture that prioritizes experimentation and innovation, and emphasizing creativity at the board level. Wilson’s belief that the Nominees, based on their individual and collective experience in brand development, creative leadership and focused marketing, would bring fresh perspectives to help restore confidence and stop the current pattern of value destruction at the Company, if elected to the Board.
お知らせ • May 07+ 1 more updateDennis J. Wilson Filed a Revised Definitive Proxy Statement with lululemon athleticaOn May 1, 2026, Dennis J. Wilson filed a revised definitive proxy statement and accompanying gold proxy card with the SEC to reflect lululemon athletica inc.’s changes to its slate of director nominees for the annual meeting. The Company had provided notice to the Reporting Persons on April 22, 2026, of the Company’s intent to nominate Charles Bergh, Shane Grant, and Teri List for election to the Board at the annual meeting and solicit proxies in support of the election of only those 3 individuals. On April 26, 2026, Shane Grant notified the Board that he will not stand for re-election at the annual meeting, and the Board appointed a new director to take his place.
お知らせ • Apr 30Chip Wilson Issues Letter to lululemon ShareholdersOn April 29, 2026, Chip Wilson issued a letter to shareholders of Datadog, Inc., criticizing the company’s Board for its failure to understand and protect the brand’s premium positioning, and he stated that Board's endorsement of brand-eroding choices has led to a 65.9% loss in shareholder value over a less than 2-year period, which impacted the Company’s stock performance among its peers, lagging its peer median on 1- and 3-year total shareholder returns by 19.5% and 63.6% respectively. In addition, Wilson criticizes the Board’s appointment of Heidi O’Neill as CEO, which reflects broken governance and a lack of creative, product-first leadership, and he noted the negative market reaction to her appointment and the long gap before she officially starts, which he says destabilizes the business. Further, Wilson describes unsuccessful settlement discussions with the Board, alleging excessive focus on non-disparagement agreements and escrow demands, and resistance driven by personal animus toward him rather than shareholder interests. Furthermore, Wilson urged the Company shareholders to vote for his director nominees Marc Maurer, Laura Gentile, and Eric Hirshberg, at the 2026 annual meeting of shareholders.
お知らせ • Apr 29lululemon athletica inc. Announces Board Changeslululemon athletica inc. announced the appointment of Esi Eggleston Bracey, former Chief Growth & Marketing Officer of Unilever PLC, to its Board of Directors, effective April 28, 2026. Esi Eggleston Bracey most recently served as Chief Growth & Marketing Officer of Unilever PLC, where she led the global transformation of marketing across a portfolio of more than 400 brands. Prior to that role, she served as President, Unilever USA and CEO, Unilever Personal Care, North America, and as Executive Vice President and Chief Operating Officer, North America Beauty and Personal Care. Earlier in her career, Ms. Bracey held senior leadership roles at Coty Inc. and at Procter & Gamble. Ms. Bracey has served on the board of directors of Williams-Sonoma Inc. since 2021 and previously served on the board of Six Flags Entertainment Corporation. She holds a bachelor’s degree in engineering sciences from Dartmouth College. Ms. Bracey will stand for election at lululemon’s 2026 Annual Meeting of Shareholders in lieu of Shane Grant, who has notified the company that he does not intend to stand for re-election at the conclusion of his current term.
お知らせ • Apr 24+ 1 more updateLululemon Athletica Inc. Appoints Heidi O’Neill to Board of Directors, Effective September 8, 2026lululemon athletica inc. announced that, following a comprehensive search process, the company’s Board of Directors has unanimously approved the appointment of industry veteran Heidi O’Neill as the company’s next Chief Executive Officer. Ms. O’Neill will start as CEO and join the Board effective September 8, 2026, and will be based in Vancouver. Ms. O’Neill brings more than three decades of experience across performance apparel, footwear, and sport, with a strong track record of driving disruptive change and growth at scale through product innovation, digital transformation, and powerful brand connection. During her career at Nike Inc., she helped grow the company from a $9+ billion business to a $45+ billion global leader. She played a central role in overseeing the company’s product pipeline, brand voice, and operations, as well as in shaping its connection with consumers and athletes worldwide. Earlier in her career, Ms. O’Neill worked in marketing for the Dockers brand at Levi Strauss & Co. She brings additional strategy and leadership perspectives from her service on the Boards of Directors of consumer-facing companies including Spotify Technology, Hyatt Hotels, and Lithia & Driveway. Heidi O’Neill is a seasoned retail executive with more than three decades of industry experience, including over 25 years at Nike Inc. with a focus on product creation and design, brand strategy, marketing, digital commerce, and global market operations. She served most recently as President, Consumer, Product & Brand, where she oversaw the global consumer and product engine. In this role, Ms. O’Neill also reset the brand foundation, reduced product development timelines to accelerate speed to market and prioritized renewed momentum in global Football and Running. She brings deep expertise in performance apparel, sport, and footwear, leading the company’s Men’s, Women’s and Kids consumer sport teams, product innovation and design, merchandising, and brand and sports marketing. As President, Consumer & Marketplace, she led operations across more than 170 countries, including the global commercial organization, and held P&L responsibility. An early digital champion and innovator, Ms. O’Neill was previously responsible for the global direct-to-consumer and digital business, encompassing owned retail stores, e-commerce, mobile applications, membership, and consumer data and analytics. Ms. O’Neill began her career in advertising at Foote, Cone & Belding and as Director of Marketing for the Dockers brand at Levi Strauss & Co. She brings additional strategy and leadership perspectives from her Board service and currently serves on the Boards of Directors of consumer-facing companies including Spotify Technology, Hyatt Hotels, and Lithia & Driveway.
お知らせ • Apr 09Dennis J. Wilson Posts Advertisements on Social MediaOn April 7, 2026, Dennis J. Wilson issued advertisements on social media and search engines in connection with lululemon athletica inc.’s annual shareholders meeting.
お知らせ • Mar 18+ 1 more updateLululemon Athletica Inc. Announces Board Changeslululemon athletica inc. announced the appointment of Chip Bergh, former President and Chief Executive Officer of Levi Strauss & Co., to its Board of Directors, effective immediately as of March 17, 2026. Mr. Bergh will serve as a Class I director with an initial term expiring at the 2026 annual meeting of stockholders (the Annual Meeting). Mr. Bergh will serve on the Corporate Responsibility, Sustainability, and Governance Committee and the People, Culture, and Compensation Committee. With this addition, lululemon has added five new independent directors to the Board in the last five years, reflecting the Board's commitment to ongoing refreshment. Mr. Bergh will stand for election at lululemon's 2026 Annual Meeting of Shareholders in lieu of David Mussafer, who has notified the Company that he does not intend to stand for re-election at the conclusion of his current three-year term. Since first joining the Board in 2005, David has served in numerous roles, including Co-Chairman from 2014 to 2017. Chip Bergh most recently served as President and Chief Executive Officer of Levi Strauss & Co. from 2011 to 2024 and served on its board during that time. Prior to joining Levi Strauss & Co., Mr. Bergh spent 28 years at Procter & Gamble in roles of increasing scope and complexity across brand management, general management, and executive leadership. Mr. Bergh has served on the board of HP Inc. since 2015, where he currently serves as non-executive chair, and also serves on the boards of e.l.f. Beauty Inc. and Pinterest Inc.; he previously served on the board of VF Corporation. Mr. Bergh is a Senior Lecturer of Business Administration at Harvard Business School and holds a bachelor's degree in international affairs from Lafayette College. On March 13, 2026, David Mussafer, a member of the Board, informed the Board that he plans to retire from the Board at the end of his current term and will not stand for reelection at the Annual Meeting. Immediately following the Annual Meeting, the size of the Board will be reduced from 10 to 9 members. Mr. Mussafer currently serves as lead director and chair of the Corporate Responsibility, Sustainability and Governance Committee. Mr. Mussafer's decision to not stand for reelection was not the result of any disagreement with the Company on any matter relating to its operations, policies or practices.
お知らせ • Mar 05Chip Wilson Launches Website in Campaign for Change at lululemonOn March 5, 2026, Chip Wilson announced that he has launched a campaign website, detailing his view on the quantum of change needed at lululemon athletica inc. and showcases the 3 independent director candidates he's nominated Marc Maurer, Laura Gentile and Eric Hirshberg, for election to the Company's Board of Directors at the Company's 2026 Annual Meeting of Shareholders. In addition, Chip Wilson stated that website launch his latest step in his campaign to unlock value for all Company shareholders, allowing shareholders to engage with his case for change and get to know his independent director nominees, and he believes the Company requires a board to renew focus on creativity, product excellence and a recommitment to the original muse ahead of a new CEO being named, as well as the declassification of its Board.
お知らせ • Mar 03+ 1 more updatelululemon athletica inc. to Report Q4, 2026 Results on Mar 17, 2026lululemon athletica inc. announced that they will report Q4, 2026 results on Mar 17, 2026
お知らせ • Feb 27Chip Wilson Sends Letter to lululemon ShareholdersOn February 27, 2026, Chip Wilson announced that he has sent a letter to shareholders of lululemon athletica inc., pushing the Company for immediate governance changes and board restructuring, citing a $20 billion loss in shareholder value over 5 years and a disconnect between the board and the company’s creative engine. In addition, Wilson criticized the board for insufficient engagement, rejecting a proposed Brand Product Committee, and potential conflicts of interest, prompting him to nominate 3 independent directors and demand board declassification. Further, Wilson contending that the board has failed to act with necessary urgency, urged the Company shareholders to push for changes to prevent further value destruction and stated that his independent candidates, Marc Maurer, Laura Gentile and Eric Hirshberg, stand ready to serve in the best interest of the Company and its shareholders.
お知らせ • Feb 10lululemon Introduces Unrestricted Powerlululemon unveiled Unrestricted Power™?, a new innovation platform engineered for heavy lifts and demanding gym sessions. The assortment, which launches this morning in North America, is backed by thousands of hours of research and development, providing secure support without compromising comfort and mobility, enabling a distraction-free fit built to match every move. The product features a new lululemon proprietary performance fabric called PowerLu™?, which is crafted with the brand's highest filament-count yarn to provide the ideal balance of engineered stretch, unrestricted motion, and stability. The unique dual-action design stretches effortlessly with every rep, providing targeted support for the body while reducing the sensation of riding up, slipping down, or pulling even in the deepest squat position. Unrestricted Power was developed through rigorous wear-testing with lululemon's Ambassador athletes, including strength and performance athlete Kayla Jeter and seven-time Formula 1™? World Champion Lewis Hamilton, who both contributed real-world feedback to the fit, construction and performance during their toughest workouts. The brand's newest train assortment will feature both women's and men's styles including: Unrestricted Power High Rise Tight 25" (W): Secure support with engineered stretch, a no-inseam construction to eliminate pulling in deep squats, raised yoke for enhanced glute support, and a no-dig waistband that stays in place. Unrestricted Power Short 7" Lined (M): Developed from the inside out with a liner designed to provide support while reducing the sensation of riding-up during squats, paired with a durable, four-way stretch outer shell. Unrestricted Power Cropped Long Sleeve (W) & Long Sleeve (M): Lightweight, second-skin tops designed for inhibited movement, featuring ultra-flexible, soft-brushed fabric that wicks sweat, dries quickly, and breathing easily. With the release of Unrestricted Power, lululemon continues to expand their high-performance training assortment designed to fuel every workout, including Wunder Train™?, Glow Up™? and Licence to Train™? collections and Charge feel™? shoes. Unrestricted Power launches February 10 in North America and in EMEA, APAC, and China Mainland later this year.
お知らせ • Jan 23Dennis Wilson Announces his Intention to File Definitive Proxy Statement with Securities and Exchange CommissionOn January 23, 2026, Dennis J. Wilson announced that he intended to file a proxy statement with the U.S. Securities and Exchange Commission to be used to solicit proxies for the election of his slate of director candidates at the 2026 annual meeting of shareholders of lululemon athletica inc., and for the approval of a business proposal to be presented at the 2026 Annual Meeting.
お知らせ • Jan 13Lululemon Athletica Inc. Updates Earnings Guidance for the Fourth Quarter of Fiscal 2025lululemon athletica inc. updates earnings guidance for the fourth quarter of fiscal 2025. For the quarter, the company expects net revenue and diluted earnings per share for the fourth quarter of fiscal 2025 to be toward the high end of the previously guided ranges of $3.500 billion to $3.585 billion and $4.66 to $4.76, respectively.
お知らせ • Dec 19Elliott Investment Management Calls for a CEO Change at lululemon athleticaOn December 18, 2025, Elliott Investment Management announced that it has acquired a stake of more than $1 billion dollars in Lululemon Athletica to help the Company recover from financial difficulties. Elliott Investment is advocating for Jane Nielsen, a former Ralph Lauren executive, to be the new CEO following the announcement of current CEO Calvin McDonald's departure.
