lululemon athletica（1LUL）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1LUL ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6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11.3%で取引されている 同業他社や業界と比較して、良好な取引価格 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1LUL 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€108.201.1% 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MonclerSymbol: BIT:MONCMarket cap: €14.0bBrunello CucinelliSymbol: BIT:BCMarket cap: €5.6bOVSSymbol: BIT:OVSMarket cap: €1.3bSafilo GroupSymbol: BIT:SFLMarket cap: €641.5m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$108.2052週高値US$295.2552週安値US$101.60ベータ0.901ヶ月の変化-12.03%3ヶ月変化-28.22%1年変化-60.75%3年間の変化n/a5年間の変化n/aIPOからの変化-54.04%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.Buy Or Sell Opportunity • Apr 10Now 22% overvaluedOver the last 90 days, the stock has fallen 20% to €140. The fair value is estimated to be €115, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.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.Recent Insider Transactions • Mar 26Insider recently bought €865k worth of stockOn the 20th of March, Charles Bergh bought around 6k shares on-market at roughly €142 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.6m more in shares than they bought in the last 12 months.Buy Or Sell Opportunity • Mar 18Now 19% overvaluedOver the last 90 days, the stock has fallen 23% to €144. The fair value is estimated to be €122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.Reported Earnings • Mar 18Full year 2026 earnings released: EPS: US$13.27 (vs US$14.67 in FY 2025)Full year 2026 results: EPS: US$13.27 (down from US$14.67 in FY 2025). Revenue: US$11.1b (up 4.9% from FY 2025). Net income: US$1.58b (down 13% from FY 2025). Profit margin: 14% (down from 17% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Luxury industry in Italy.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.Board Change • Feb 02High 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 • 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.Recent Insider Transactions • Dec 21Insider recently sold €2.3m worth of stockOn the 16th of December, Celeste Burgoyne sold around 14k shares on-market at roughly €173 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.New Risk • Dec 19New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €93k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Significant insider selling over the past 3 months (€93k sold).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.Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €188, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Luxury industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €234 per share.New Risk • Dec 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).Buy Or Sell Opportunity • Dec 15Now 21% undervaluedOver the last 90 days, the stock has risen 25% to €171. The fair value is estimated to be €216, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 1.0% per annum over the same time period.Reported Earnings • Dec 14Third quarter 2026 earnings released: EPS: US$2.59 (vs US$2.87 in 3Q 2025)Third quarter 2026 results: EPS: US$2.59 (down from US$2.87 in 3Q 2025). Revenue: US$2.57b (up 7.1% from 3Q 2025). Net income: US$306.8m (down 13% from 3Q 2025). Profit margin: 12% (down from 15% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Luxury industry in Italy.お知らせ • Dec 12+ 2 more updateslululemon athletica inc. Announces CEO Changes, Effective January 31, 2026lululemon athletica inc. announced that Calvin McDonald plans to step down as Chief Executive Officer, effective January 31, 2026. Mr. McDonald and the Board are working together to facilitate a smooth transition, and he will serve as a senior advisor to the company through March 31, 2026. The Board is conducting a comprehensive search process in partnership with a leading executive search firm to identify the company’s next CEO. In addition, Meghan Frank, Chief Financial Officer, and André Maestrini, Chief Commercial Officer, will serve as interim co-CEOs following Mr. McDonald’s transition. Both interim co-CEOs bring extensive global retail experience and proven track records of driving growth at lululemon, and will support all aspects of the business through the conclusion of the search process. Since joining lululemon in 2018, Mr. McDonald has guided the company through a period of significant growth and innovation. Under his leadership, lululemon has more than tripled its annual revenues, and the company expects to generate $11 billion in annual revenue this fiscal year. He also broadened lululemon’s global reach to over 30 geographies and grew the company’s China Mainland business into its second largest market. Additionally, he expanded lululemon’s product portfolio, meaningfully growing its athletic and lifestyle categories, and formally expanding into new high-demand activities such as tennis and golf. As a result of these achievements, lululemon is well-positioned to continue its global category leadership and create value for shareholders over the long-term. André Maestrini was appointed lululemon’s President and Chief Commercial Officer in 2025. He joined the company in 2021 as Executive Vice President of International. Prior to lululemon, he spent 14 years at adidas in various senior roles around the globe. Meghan Frank has served as lululemon’s Chief Financial Officer since 2020. She joined the company in 2016 as Senior Vice President, Financial Planning and Analysis. Prior to lululemon, she held senior finance and merchandise planning roles at Ross Stores and J. Crew.New Risk • Dec 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.04% per year for the foreseeable future. High level of non-cash earnings (22% accrual ratio).お知らせ • Nov 26lululemon athletica inc. to Report Q3, 2026 Results on Dec 11, 2025lululemon athletica inc. announced that they will report Q3, 2026 results After-Market on Dec 11, 2025お知らせ • Nov 21Lululemon Athletica Inc. Announces Management Changeslululemon athletica inc. announced that Celeste Burgoyne, President of the Americas and Global Guest Innovation, has decided to leave the company for a new opportunity outside of the industry, effective December 31, 2025. She will remain with lululemon until the end of December 2025 to ensure a smooth transition. Ms. Burgoyne joined lululemon in 2006 and became the company’s first President in 2020. Throughout her tenure, she has assumed roles of increasing responsibility and led the North America business through periods of rapid growth and expansion. In conjunction with this announcement, lululemon has made the decision to consolidate regional leadership across the company and appoint André Maestrini as President and Chief Commercial Officer, effective immediately on November 21, 2025. Mr. Maestrini will continue to report directly to Mr. McDonald. In this newly created role, Mr. Maestrini will provide integrated oversight of all of lululemon’s regions, stores, and digital channels globally. He will also oversee lululemon’s global commercial strategy with a focus on continued market expansion, revenue generation, and accelerating best practice sharing, across all regions including North America. Mr. Maestrini joined lululemon in 2021 as Executive Vice President of International. In his current role, he has overseen lululemon’s operations in EMEA, APAC, and China Mainland, and has helped to more than quadruple lululemon’s international revenues. Before joining lululemon, Mr. Maestrini spent 14 years at adidas in various senior roles across the globe. During this time, he served in a number of General Manager positions where he helped grow the company’s global sports categories and regional markets. Prior to adidas, Mr. Maestrini held marketing roles at The Coca-Cola Company, Danone, and Kraft Jacobs Suchard.Mr. Maestrini holds a master’s degree in Marketing from ESSEC Business School in Paris, France.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €142, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Luxury industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €225 per share.Buy Or Sell Opportunity • Sep 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to €144. The fair value is estimated to be €182, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 2.8% per annum over the same time period.お知らせ • Sep 05+ 1 more updateLululemon Athletica Inc. Provides Earnings Guidance for the Full Year 2025lululemon athletica inc. provided earnings guidance for the full year 2025. For 2025, the Company now expects net revenue to be in the range of $10.850 billion to $11.000 billion, representing growth of 2% to 4%, or 4% to 6% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $12.77 to $12.97 for the year. This assumes a tax rate of approximately 30%. The guidance for 2025 includes an estimated reduction in gross profit of approximately $240 million, net of currently anticipated mitigation efforts, including vendor savings, and pricing actions, reflecting our current assumptions about higher levels of tariffs on imports into the United States and the removal of the de minimis exemption. Actual results could differ materially from these estimates if tariff rates, sourcing savings, consumer demand, or the timing of regulatory changes vary from our current assumptions, or if our mitigation initiatives are less effective than currently expected.お知らせ • Aug 26Lululemon Announces Executive Changeslululemon announced that it has appointed Ranju Das as Chief AI & Technology Officer, effective September 2, 2025. In this newly created role, Mr. Das will be responsible for leading the company’s technology organization and driving the development and execution of the next phase of lululemon’s technology and AI strategy. He will report to Chief Executive Officer, Calvin McDonald, and will join the company’s Senior Leadership Team. Mr. Das has over two decades of leadership experience scaling global organizations and driving AI-first innovation in healthcare, financial technology, and consumer technology. He previously held the role of CEO and founder of Swan AI Studios, where he led the development of cutting-edge AI platforms and applications across industries. Before founding Swan AI Studios, Mr. Das served as CEO of OptumLabs, the R&D arm of UnitedHealth Group, where he led transformative AI and data-driven initiatives across healthcare and insurance verticals. Prior to OptumLabs, he spent nearly eight years at Amazon, ultimately serving as General Manager for Amazon AI Services, where he built and scaled some of the company’s key AI offerings. His career also includes 12 years of engineering and leadership roles at Barnes & Noble, as well as co-founding a number of startups. Mr. Das began his career as a software engineer and holds a Bachelor of Science in Civil and Structural Engineering from Annamalai University. lululemon also announced that Chief Information Officer Julie Averill will depart the company in September as part of a planned leadership transition to pursue other opportunities.お知らせ • Aug 21lululemon athletica inc. to Report Q2, 2026 Results on Sep 04, 2025lululemon athletica inc. announced that they will report Q2, 2026 results on Sep 04, 2025Buy Or Sell Opportunity • Jul 03Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €211. The fair value is estimated to be €266, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.お知らせ • Jun 30+ 1 more updatelululemon athletica inc.(NasdaqGS:LULU) dropped from Russell Top 200 Growth Indexlululemon athletica inc.(NasdaqGS:LULU) dropped from Russell Top 200 Growth IndexBuy Or Sell Opportunity • Jun 16Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €208. The fair value is estimated to be €261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.Board Change • Jun 16High 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.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €215, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Luxury industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €255 per share.Reported Earnings • Jun 06First quarter 2026 earnings released: EPS: US$2.61 (vs US$2.55 in 1Q 2025)First quarter 2026 results: EPS: US$2.61. Revenue: US$2.37b (up 7.3% from 1Q 2025). Net income: US$314.6m (down 2.1% from 1Q 2025). Profit margin: 13% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Italy.お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025lululemon athletica inc. provided earnings guidance for the second quarter and full year 2025. For the quarter, the company expects net revenue to be in the range of $2.535 billion to $2.560 billion, representing growth of 7% to 8%. Diluted earnings per share are expected to be in the range of $2.85 to $2.90 for the quarter. For the year 2025, the Company continues to expect net revenue to be in the range of $11.150 billion to $11.300 billion, representing growth of 5% to 7%, or 7% to 8% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $14.58 to $14.78 for the year.お知らせ • May 22lululemon athletica inc. to Report Q1, 2026 Results on Jun 05, 2025lululemon athletica inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jun 05, 2025Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €284, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Luxury industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €191 per share.株主還元1LULIT LuxuryIT 市場7D4.4%3.4%0.7%1Y-60.8%-4.9%20.1%株主還元を見る業界別リターン: 1LUL過去 1 年間で-4.9 % の収益を上げたItalian Luxury業界を下回りました。リターン対市場: 1LULは、過去 1 年間で20.1 % のリターンを上げたItalian市場を下回りました。価格変動Is 1LUL's price volatile compared to industry and market?1LUL volatility1LUL Average Weekly Movement5.7%Luxury Industry Average Movement5.0%Market Average Movement5.2%10% most volatile stocks in IT Market8.5%10% least volatile stocks in IT Market3.2%安定した株価: 1LUL 、 Italian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: 1LULの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。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。1LUL 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1LUL 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1LUL 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%1LUL 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2026/05/24 07:29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 AltschwagerBairdMatthew McClintockBarclays55 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.
Buy Or Sell Opportunity • Apr 10Now 22% overvaluedOver the last 90 days, the stock has fallen 20% to €140. The fair value is estimated to be €115, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.
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.
Recent Insider Transactions • Mar 26Insider recently bought €865k worth of stockOn the 20th of March, Charles Bergh bought around 6k shares on-market at roughly €142 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.6m more in shares than they bought in the last 12 months.
Buy Or Sell Opportunity • Mar 18Now 19% overvaluedOver the last 90 days, the stock has fallen 23% to €144. The fair value is estimated to be €122, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.
Reported Earnings • Mar 18Full year 2026 earnings released: EPS: US$13.27 (vs US$14.67 in FY 2025)Full year 2026 results: EPS: US$13.27 (down from US$14.67 in FY 2025). Revenue: US$11.1b (up 4.9% from FY 2025). Net income: US$1.58b (down 13% from FY 2025). Profit margin: 14% (down from 17% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Luxury industry in Italy.
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.
Board Change • Feb 02High 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 • 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.
Recent Insider Transactions • Dec 21Insider recently sold €2.3m worth of stockOn the 16th of December, Celeste Burgoyne sold around 14k shares on-market at roughly €173 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.4m more than they bought in the last 12 months.
New Risk • Dec 19New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €93k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Significant insider selling over the past 3 months (€93k sold).
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.
Valuation Update With 7 Day Price Move • Dec 18Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €188, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Luxury industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €234 per share.
New Risk • Dec 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).
Buy Or Sell Opportunity • Dec 15Now 21% undervaluedOver the last 90 days, the stock has risen 25% to €171. The fair value is estimated to be €216, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 1.0% per annum over the same time period.
Reported Earnings • Dec 14Third quarter 2026 earnings released: EPS: US$2.59 (vs US$2.87 in 3Q 2025)Third quarter 2026 results: EPS: US$2.59 (down from US$2.87 in 3Q 2025). Revenue: US$2.57b (up 7.1% from 3Q 2025). Net income: US$306.8m (down 13% from 3Q 2025). Profit margin: 12% (down from 15% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Luxury industry in Italy.
お知らせ • Dec 12+ 2 more updateslululemon athletica inc. Announces CEO Changes, Effective January 31, 2026lululemon athletica inc. announced that Calvin McDonald plans to step down as Chief Executive Officer, effective January 31, 2026. Mr. McDonald and the Board are working together to facilitate a smooth transition, and he will serve as a senior advisor to the company through March 31, 2026. The Board is conducting a comprehensive search process in partnership with a leading executive search firm to identify the company’s next CEO. In addition, Meghan Frank, Chief Financial Officer, and André Maestrini, Chief Commercial Officer, will serve as interim co-CEOs following Mr. McDonald’s transition. Both interim co-CEOs bring extensive global retail experience and proven track records of driving growth at lululemon, and will support all aspects of the business through the conclusion of the search process. Since joining lululemon in 2018, Mr. McDonald has guided the company through a period of significant growth and innovation. Under his leadership, lululemon has more than tripled its annual revenues, and the company expects to generate $11 billion in annual revenue this fiscal year. He also broadened lululemon’s global reach to over 30 geographies and grew the company’s China Mainland business into its second largest market. Additionally, he expanded lululemon’s product portfolio, meaningfully growing its athletic and lifestyle categories, and formally expanding into new high-demand activities such as tennis and golf. As a result of these achievements, lululemon is well-positioned to continue its global category leadership and create value for shareholders over the long-term. André Maestrini was appointed lululemon’s President and Chief Commercial Officer in 2025. He joined the company in 2021 as Executive Vice President of International. Prior to lululemon, he spent 14 years at adidas in various senior roles around the globe. Meghan Frank has served as lululemon’s Chief Financial Officer since 2020. She joined the company in 2016 as Senior Vice President, Financial Planning and Analysis. Prior to lululemon, she held senior finance and merchandise planning roles at Ross Stores and J. Crew.
New Risk • Dec 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.04% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.04% per year for the foreseeable future. High level of non-cash earnings (22% accrual ratio).
お知らせ • Nov 26lululemon athletica inc. to Report Q3, 2026 Results on Dec 11, 2025lululemon athletica inc. announced that they will report Q3, 2026 results After-Market on Dec 11, 2025
お知らせ • Nov 21Lululemon Athletica Inc. Announces Management Changeslululemon athletica inc. announced that Celeste Burgoyne, President of the Americas and Global Guest Innovation, has decided to leave the company for a new opportunity outside of the industry, effective December 31, 2025. She will remain with lululemon until the end of December 2025 to ensure a smooth transition. Ms. Burgoyne joined lululemon in 2006 and became the company’s first President in 2020. Throughout her tenure, she has assumed roles of increasing responsibility and led the North America business through periods of rapid growth and expansion. In conjunction with this announcement, lululemon has made the decision to consolidate regional leadership across the company and appoint André Maestrini as President and Chief Commercial Officer, effective immediately on November 21, 2025. Mr. Maestrini will continue to report directly to Mr. McDonald. In this newly created role, Mr. Maestrini will provide integrated oversight of all of lululemon’s regions, stores, and digital channels globally. He will also oversee lululemon’s global commercial strategy with a focus on continued market expansion, revenue generation, and accelerating best practice sharing, across all regions including North America. Mr. Maestrini joined lululemon in 2021 as Executive Vice President of International. In his current role, he has overseen lululemon’s operations in EMEA, APAC, and China Mainland, and has helped to more than quadruple lululemon’s international revenues. Before joining lululemon, Mr. Maestrini spent 14 years at adidas in various senior roles across the globe. During this time, he served in a number of General Manager positions where he helped grow the company’s global sports categories and regional markets. Prior to adidas, Mr. Maestrini held marketing roles at The Coca-Cola Company, Danone, and Kraft Jacobs Suchard.Mr. Maestrini holds a master’s degree in Marketing from ESSEC Business School in Paris, France.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €142, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Luxury industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €225 per share.
Buy Or Sell Opportunity • Sep 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to €144. The fair value is estimated to be €182, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 2.8% per annum over the same time period.
お知らせ • Sep 05+ 1 more updateLululemon Athletica Inc. Provides Earnings Guidance for the Full Year 2025lululemon athletica inc. provided earnings guidance for the full year 2025. For 2025, the Company now expects net revenue to be in the range of $10.850 billion to $11.000 billion, representing growth of 2% to 4%, or 4% to 6% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $12.77 to $12.97 for the year. This assumes a tax rate of approximately 30%. The guidance for 2025 includes an estimated reduction in gross profit of approximately $240 million, net of currently anticipated mitigation efforts, including vendor savings, and pricing actions, reflecting our current assumptions about higher levels of tariffs on imports into the United States and the removal of the de minimis exemption. Actual results could differ materially from these estimates if tariff rates, sourcing savings, consumer demand, or the timing of regulatory changes vary from our current assumptions, or if our mitigation initiatives are less effective than currently expected.
お知らせ • Aug 26Lululemon Announces Executive Changeslululemon announced that it has appointed Ranju Das as Chief AI & Technology Officer, effective September 2, 2025. In this newly created role, Mr. Das will be responsible for leading the company’s technology organization and driving the development and execution of the next phase of lululemon’s technology and AI strategy. He will report to Chief Executive Officer, Calvin McDonald, and will join the company’s Senior Leadership Team. Mr. Das has over two decades of leadership experience scaling global organizations and driving AI-first innovation in healthcare, financial technology, and consumer technology. He previously held the role of CEO and founder of Swan AI Studios, where he led the development of cutting-edge AI platforms and applications across industries. Before founding Swan AI Studios, Mr. Das served as CEO of OptumLabs, the R&D arm of UnitedHealth Group, where he led transformative AI and data-driven initiatives across healthcare and insurance verticals. Prior to OptumLabs, he spent nearly eight years at Amazon, ultimately serving as General Manager for Amazon AI Services, where he built and scaled some of the company’s key AI offerings. His career also includes 12 years of engineering and leadership roles at Barnes & Noble, as well as co-founding a number of startups. Mr. Das began his career as a software engineer and holds a Bachelor of Science in Civil and Structural Engineering from Annamalai University. lululemon also announced that Chief Information Officer Julie Averill will depart the company in September as part of a planned leadership transition to pursue other opportunities.
お知らせ • Aug 21lululemon athletica inc. to Report Q2, 2026 Results on Sep 04, 2025lululemon athletica inc. announced that they will report Q2, 2026 results on Sep 04, 2025
Buy Or Sell Opportunity • Jul 03Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €211. The fair value is estimated to be €266, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.
お知らせ • Jun 30+ 1 more updatelululemon athletica inc.(NasdaqGS:LULU) dropped from Russell Top 200 Growth Indexlululemon athletica inc.(NasdaqGS:LULU) dropped from Russell Top 200 Growth Index
Buy Or Sell Opportunity • Jun 16Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at €208. The fair value is estimated to be €261, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 4.3% per annum over the same time period.
Board Change • Jun 16High 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.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €215, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Luxury industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €255 per share.
Reported Earnings • Jun 06First quarter 2026 earnings released: EPS: US$2.61 (vs US$2.55 in 1Q 2025)First quarter 2026 results: EPS: US$2.61. Revenue: US$2.37b (up 7.3% from 1Q 2025). Net income: US$314.6m (down 2.1% from 1Q 2025). Profit margin: 13% (down from 15% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Luxury industry in Italy.
お知らせ • Jun 06lululemon athletica inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025lululemon athletica inc. provided earnings guidance for the second quarter and full year 2025. For the quarter, the company expects net revenue to be in the range of $2.535 billion to $2.560 billion, representing growth of 7% to 8%. Diluted earnings per share are expected to be in the range of $2.85 to $2.90 for the quarter. For the year 2025, the Company continues to expect net revenue to be in the range of $11.150 billion to $11.300 billion, representing growth of 5% to 7%, or 7% to 8% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $14.58 to $14.78 for the year.
お知らせ • May 22lululemon athletica inc. to Report Q1, 2026 Results on Jun 05, 2025lululemon athletica inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jun 05, 2025
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €284, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Luxury industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €191 per share.
