View Valuationlululemon athletica 将来の成長Future 基準チェック /16lululemon athletica利益と収益がそれぞれ年間1.9%と2.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に28.5% 5.4%なると予測されています。主要情報1.9%収益成長率5.44%EPS成長率Luxury 収益成長16.4%収益成長率2.6%将来の株主資本利益率28.55%アナリストカバレッジGood最終更新日18 Aug 2026今後の成長に関する最新情報お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter of 2026lululemon athletica inc. provided earnings guidance for the second quarter of 2026. For the period, the Company expects net revenue to be in the range of $2.450 billion to $2.475 billion, representing a decline of 3% to 2%. Diluted earnings per share are expected to be in the range of $1.76 to $1.81 for the quarter.すべての更新を表示Recent updatesお知らせ • Jul 02Hagens Berman Files Consumer Protection Lawsuit Against LululemonHagens Berman, along with its co-counsel The Miller Law Firm, filed a consumer-protection lawsuit alleging Lululemon collected hundreds of millions of dollars from customers through price increases tied to since-invalidated tariffs. The lawsuit, filed June 30, 2026, in the U.S. District Court for the Western District of Washington, alleges that beginning in February 2025, when the Trump administration imposed tariffs on imported goods under the International Emergency Economic Powers Act (IEEPA), Lululemon raised prices on imported products sold directly to consumers. After the Supreme Court invalidated the IEEPA tariffs, Lululemon filed suit in the U.S. Court of International Trade to recover the tariffs it had paid. According to the lawsuit, Lululemon has made no commitment to return any portion of those funds to the consumers who ultimately bore the costs. If you purchased from Lululemon between February 2025 and February 2026, you may have overpaid due to the unlawful collection of tariff fees. On February 4, 2025, the Trump Administration imposed a 10% tariff on Chinese imports under the IEEPA. The following month, two executive orders added 25% tariffs on goods from Canada and Mexico. By April 2025, tariffs extended to most other U.S. trading partners. The IEEPA tariffs remained in effect until February 20, 2026, when the U.S. Supreme Court declared them invalid. Lululemon imports a significant share of its products from countries subject to the tariffs, including Vietnam, Cambodia, China, Indonesia and Canada. Public reporting estimated the tariffs would reduce Lululemon’s gross profit by approximately $240 million. The lawsuit states that both Lululemon’s CFO and CEO publicly stated that the company planned to raise prices in response to the tariffs – and did so nationwide. Tariffs are paid by the importer of record, the party legally responsible for the goods at the time they enter the United States. Regardless of who ultimately bears the economic burden – consumers, according to the lawsuit – federal law grants the right to recover unlawfully collected tariffs exclusively to the importer of record. As a result, consumers are left without compensation for the overcharges they paid unless the importer passes the refund along. Other retailers in Lululemon’s position have established tariff refund programs to compensate customers who paid higher prices due to tariff costs. Lululemon could have done the same but chose not to. The lawsuit brings claims for unjust enrichment and violations of state consumer-protection laws, and seeks to recover losses incurred by Lululemon customers as a result of the retailer’s price increases.お知らせ • Jun 29+ 6 more updateslululemon athletica inc.(NasdaqGS:LULU) dropped from Russell 1000 Defensive Indexlululemon athletica inc.(NasdaqGS:LULU) dropped from Russell 1000 Defensive IndexBoard Change • Jun 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Teri List-Stoll was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter of 2026lululemon athletica inc. provided earnings guidance for the second quarter of 2026. For the period, the Company expects net revenue to be in the range of $2.450 billion to $2.475 billion, representing a decline of 3% to 2%. Diluted earnings per share are expected to be in the range of $1.76 to $1.81 for the quarter.お知らせ • May 28Lululemon Athletica Inc. Announces Board Appointments, Effective May 26, 2026On May 26, 2026, lululemon athletica inc. entered into a Cooperation Agreement (the “Cooperation Agreement”) by and between the Company and Dennis J. “Chip” Wilson, Anamered Investments Inc., LIPO Investments (USA) Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd. and House of Wilson Ltd. (collectively with their affiliates, “Wilson”). Pursuant to the Cooperation Agreement, the Board of Directors of the Company (the “Board”) will (i) appoint Laura Gentile and Marc Maurer to the Board as independent directors, effective immediately following the Company’s 2026 annual meeting of stockholders (the “2026 Annual Meeting”); (ii) increase the size of the Board in connection therewith; and (iii) take all necessary steps to appoint an additional new independent director with apparel product and brand expertise to the Board by October 1, 2026, subject to the approval of Mr. Wilson, not to be unreasonably withheld, conditioned or delayed. Each of Ms. Gentile and Mr. Maurer has signed a conditional letter of resignation, which would become effective upon the earlier of (a) the termination of certain Company obligations to Wilson and (b) the termination of the Cooperation Agreement. In addition, one additional incumbent director will not stand for reelection at the Company’s 2027 annual meeting of stockholders (the “2027 Annual Meeting”).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.Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Teri List-Stoll was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.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.業績と収益の成長予測BATS-CHIXE:33LD - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数1/31/202911,9151,4216372,171141/31/202811,3431,2689571,820311/31/202711,0411,2581,0381,808315/3/202611,2041,4601,2801,936N/A2/1/202611,1031,5799221,602N/A11/2/202511,0731,7411,1281,861N/A8/3/202510,9041,7861,1681,912N/A5/4/202510,7501,8081,3152,026N/A2/2/202510,5881,8151,5832,273N/A10/27/202410,1821,7361,5952,255N/A7/28/20249,9891,6331,6992,345N/A4/28/20249,8271,5811,7332,378N/A1/28/20249,6191,5501,6442,296N/A10/29/20239,1861,0011,3061,958N/A7/30/20238,8391,0079691,634N/A4/30/20238,4989555911,255N/A1/29/20238,111855328966N/A10/30/20227,4681,16992651N/A7/31/20227,0611,102238744N/A5/1/20226,6441,020490932N/A1/30/20226,2579759951,389N/A10/31/20215,8578711,0511,376N/A8/1/20215,5248279741,243N/A5/2/20214,9767058971,139N/A1/31/20214,402589574803N/A11/1/20204,070557420660N/A8/2/20203,869539427679N/A5/3/20203,849578344611N/A2/2/20203,979646N/A669N/A11/3/20193,749566N/A521N/A8/4/20193,581534N/A583N/A5/5/20193,421505N/A644N/A2/3/20193,288484N/A743N/A10/28/20183,050385N/A675N/A7/29/20182,921350N/A597N/A4/29/20182,779303N/A506N/A1/28/20182,649259N/A489N/A10/29/20172,510275N/A419N/A7/30/20172,436284N/A387N/A4/30/20172,369289N/A366N/A1/29/20172,344303N/A386N/A10/30/20162,259285N/A371N/A7/31/20162,194270N/A368N/A5/1/20162,132264N/A318N/A1/31/20162,061266N/A298N/A11/1/20151,959259N/A174N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 33LDの予測収益成長率 (年間1.9% ) は 貯蓄率 ( 3.6% ) を下回っています。収益対市場: 33LDの収益 ( 1.9% ) UK市場 ( 11.6% ) よりも低い成長が予測されています。高成長収益: 33LDの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 33LDの収益 ( 2.6% ) UK市場 ( 4% ) よりも低い成長が予測されています。高い収益成長: 33LDの収益 ( 2.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 33LDの 自己資本利益率 は、3年後には高くなると予測されています ( 28.5 %)成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance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2026/08/19 12:11終値2026/06/19 00:00収益2026/05/03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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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. 31 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。59 アナリスト機関John StaszakArgus Research CompanyMark AltschwagerBairdStacy PakBarclays56 その他のアナリストを表示
お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter of 2026lululemon athletica inc. provided earnings guidance for the second quarter of 2026. For the period, the Company expects net revenue to be in the range of $2.450 billion to $2.475 billion, representing a decline of 3% to 2%. Diluted earnings per share are expected to be in the range of $1.76 to $1.81 for the quarter.
お知らせ • Jul 02Hagens Berman Files Consumer Protection Lawsuit Against LululemonHagens Berman, along with its co-counsel The Miller Law Firm, filed a consumer-protection lawsuit alleging Lululemon collected hundreds of millions of dollars from customers through price increases tied to since-invalidated tariffs. The lawsuit, filed June 30, 2026, in the U.S. District Court for the Western District of Washington, alleges that beginning in February 2025, when the Trump administration imposed tariffs on imported goods under the International Emergency Economic Powers Act (IEEPA), Lululemon raised prices on imported products sold directly to consumers. After the Supreme Court invalidated the IEEPA tariffs, Lululemon filed suit in the U.S. Court of International Trade to recover the tariffs it had paid. According to the lawsuit, Lululemon has made no commitment to return any portion of those funds to the consumers who ultimately bore the costs. If you purchased from Lululemon between February 2025 and February 2026, you may have overpaid due to the unlawful collection of tariff fees. On February 4, 2025, the Trump Administration imposed a 10% tariff on Chinese imports under the IEEPA. The following month, two executive orders added 25% tariffs on goods from Canada and Mexico. By April 2025, tariffs extended to most other U.S. trading partners. The IEEPA tariffs remained in effect until February 20, 2026, when the U.S. Supreme Court declared them invalid. Lululemon imports a significant share of its products from countries subject to the tariffs, including Vietnam, Cambodia, China, Indonesia and Canada. Public reporting estimated the tariffs would reduce Lululemon’s gross profit by approximately $240 million. The lawsuit states that both Lululemon’s CFO and CEO publicly stated that the company planned to raise prices in response to the tariffs – and did so nationwide. Tariffs are paid by the importer of record, the party legally responsible for the goods at the time they enter the United States. Regardless of who ultimately bears the economic burden – consumers, according to the lawsuit – federal law grants the right to recover unlawfully collected tariffs exclusively to the importer of record. As a result, consumers are left without compensation for the overcharges they paid unless the importer passes the refund along. Other retailers in Lululemon’s position have established tariff refund programs to compensate customers who paid higher prices due to tariff costs. Lululemon could have done the same but chose not to. The lawsuit brings claims for unjust enrichment and violations of state consumer-protection laws, and seeks to recover losses incurred by Lululemon customers as a result of the retailer’s price increases.
お知らせ • Jun 29+ 6 more updateslululemon athletica inc.(NasdaqGS:LULU) dropped from Russell 1000 Defensive Indexlululemon athletica inc.(NasdaqGS:LULU) dropped from Russell 1000 Defensive Index
Board Change • Jun 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Teri List-Stoll was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter of 2026lululemon athletica inc. provided earnings guidance for the second quarter of 2026. For the period, the Company expects net revenue to be in the range of $2.450 billion to $2.475 billion, representing a decline of 3% to 2%. Diluted earnings per share are expected to be in the range of $1.76 to $1.81 for the quarter.
お知らせ • May 28Lululemon Athletica Inc. Announces Board Appointments, Effective May 26, 2026On May 26, 2026, lululemon athletica inc. entered into a Cooperation Agreement (the “Cooperation Agreement”) by and between the Company and Dennis J. “Chip” Wilson, Anamered Investments Inc., LIPO Investments (USA) Inc., Wilson 5 Foundation, Wilson 5 Foundation Management Ltd., Five Boys Investments ULC, Shannon Wilson, Low Tide Properties Ltd. and House of Wilson Ltd. (collectively with their affiliates, “Wilson”). Pursuant to the Cooperation Agreement, the Board of Directors of the Company (the “Board”) will (i) appoint Laura Gentile and Marc Maurer to the Board as independent directors, effective immediately following the Company’s 2026 annual meeting of stockholders (the “2026 Annual Meeting”); (ii) increase the size of the Board in connection therewith; and (iii) take all necessary steps to appoint an additional new independent director with apparel product and brand expertise to the Board by October 1, 2026, subject to the approval of Mr. Wilson, not to be unreasonably withheld, conditioned or delayed. Each of Ms. Gentile and Mr. Maurer has signed a conditional letter of resignation, which would become effective upon the earlier of (a) the termination of certain Company obligations to Wilson and (b) the termination of the Cooperation Agreement. In addition, one additional incumbent director will not stand for reelection at the Company’s 2027 annual meeting of stockholders (the “2027 Annual Meeting”).
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.
Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Teri List-Stoll was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
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.