LULU changes
Pick any two versions below to diff them.
- Price
- $99.09 → $107.45(+8.4%)
- Discount category
- Deep below intrinsic value → Far below intrinsic value
- Recent events
- added: Nov 6, 2026: lululemon appointed Ben Hallam as Chief Brand Officer from November 9, 2026. He was Senior Vice President of Marketing at Four Seasons Hotels and Resorts. lululemon also appointed Emily Sunderland, from Boston Consulting Group, as Chief Strategy Officer from November 23, 2026. Both appointments are part of the new leadership structure of October 2026. Oct added: 19, 2026: The board appointed Tara Poseley as a director under the cooperation agreement with founder Chip Wilson, and increased the board from 12 to 13 members. Ms. Poseley was CEO of Paula's Choice Skincare from 2016 to 2023 and Chief Product Officer of lululemon from 2013 to 2015. lululemon announced the appointment on October 22, 2026. Oct 7, 2026: lululemon announced a new leadership structure. Maggie Gauger, former CEO of Athleta, becomes President and Chief Product Officer, and Joseph Godsey, from Walmart Canada, becomes Chief Operating Officer, both from October 26, 2026. The Chief Brand and Product Activation Officer and the Chief Supply Chain Officer will leave on November 6, 2026. Sep 8, 2026: Heidi O'Neill started as CEO and joined the Board, and Meghan Frank and André Maestrini stopped serving as interim co-CEOs. lululemon had signed her employment agreement on April 21, 2026. Sep 3, 2026: lululemon reported Q2 fiscal 2026 results. Revenue fell 4% to $2.4 billion, comparable sales fell 9%, and Americas comparable sales fell 12%. Diluted EPS was $2.92, including $0.86 from tariff refunds. lululemon cut its 2026 outlook to revenue of $10.350 billion to $10.500 billion, a fall of 5% to 7%, and diluted EPS of $9.48 to $9.73. It bought back $330.0 million of shares. Aug 13, 2026: Ranju Das left his role as Chief AI and Technology Officer. Jun 4, 2026: lululemon reported Q1 fiscal 2026 results. Revenue rose 4% to $2.5 billion, but Americas comparable sales fell 5%. Gross margin fell 410 basis points to 54.2%, and diluted EPS fell to $1.69 from $2.60. lululemon lowered its full-year outlook. May 26, 2026: lululemon signed a cooperation agreement with its founder Chip Wilson after a proxy fight. It added two independent directors, Laura Gentile and Marc Maurer, agreed to add a director with apparel product and brand expertise by October 1, 2026, and supported a proposal to declassify the Board.