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lululemon athletica (LULU) Stock News, Dec 2025-Mar 2026

LULU NASDAQ

lululemon athletica inc. reports news on its technical performance apparel, footwear, accessories, and omnichannel retail business. Company updates commonly address financial results, product assortments for yoga, running, training, tennis, golf, and everyday movement, digital commerce initiatives, and international retail activity.

Recent coverage also includes governance and leadership developments, including board refreshment, executive succession, shareholder letters, and proxy-related communications. News about LULU frequently connects brand positioning, full-price sales, North America performance, international growth, and guest experience initiatives to the company’s broader athletic apparel strategy.

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Chip Wilson (NASDAQ:LULU) published an open letter urging CEO candidates to assess lululemon's board before accepting the role, arguing the board lacks product, brand and creative expertise. He nominated Marc Maurer, Laura Gentile and Eric Hirshberg for independent director seats and urged board refreshment ahead of a CEO appointment.

The Participants say they beneficially own 9,904,856 shares collectively and intend to file a definitive proxy statement and GOLD universal proxy card with the SEC.

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Chip Wilson (NASDAQ: LULU) launched www.CreativityFirstlulu.com on March 5, 2026, to advance a proxy campaign ahead of lululemon's 2026 Annual Meeting. The site presents Wilson's case for governance and strategic change, spotlights three independent director nominees—Marc Maurer, Laura Gentile and Eric Hirshberg—and announces an intended Schedule 14A proxy filing and GOLD universal proxy card.

The Participants disclosed a Schedule 13D grouping that beneficially owns 9,904,856 shares. Shareholders are urged to review forthcoming SEC materials prior to voting.

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lululemon (NASDAQ: LULU) launched a new sweat-concealing ShowZero™ technology for high-sweat activities on March 3, 2026. Developed with Ambassador Frances Tiafoe, the yarn-based tech alters light interaction to make sweat virtually invisible while adding breathability, advanced wicking, and a lightweight feel.

The technology debuts in Tiafoe’s custom Burgundy Bay BNP Paribas Open kit and follows ShowZero golf releases in 2024; lululemon says additional ShowZero products will arrive later in 2026.

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lululemon athletica (NASDAQ: LULU) will release fourth quarter and full year fiscal 2025 results on Tuesday, March 17, 2026.

The company will host a conference call at 4:30 p.m. Eastern the same day; participants may dial the listed domestic or international numbers about 10 minutes early. A live webcast and a replay (available ~2 hours after the call) will be posted online.

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Chip Wilson (NASDAQ: LULU) issued a shareholder letter on Feb 27, 2026 outlining a proxy campaign and governance concerns at lululemon. Wilson nominated three independent directors, urged immediate Board declassification, and said Participants hold 9,904,856 shares while alleging the stock lost nearly half its value over five years (~$20B).

He criticized Board refreshment, rejected proposal for a Brand Product Committee, and said definitive proxy materials and a GOLD universal proxy card will be filed with the SEC for the 2026 annual meeting.

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lululemon (NASDAQ:LULU) will open its 100th store in EMEA on March 13, 2026 in Warsaw, Poland, via franchise partner Arion Retail Group, marking the brand’s first store in Poland.

The move is part of a planned 2026 expansion into six new markets including Hungary, Romania, Greece, India, and Austria, and follows steady EMEA growth since 2014.

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lululemon (NASDAQ: LULU) launched Unrestricted Power™, a strength-training apparel platform, on February 10, 2026 in North America. The assortment uses a new proprietary fabric, PowerLu™, and dual-action design for support, mobility, and reduced ride-up during heavy lifts.

Styles include high-rise tights, 7" lined shorts, and cropped/long-sleeve tops; global rollout planned later in 2026.

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lululemon athletica (NASDAQ:LULU) updated its Q4 fiscal 2025 expectations on Jan 12, 2026: the company now expects net revenue and diluted EPS to be toward the high end of prior guidance ranges of $3.500B–$3.585B and $4.66–$4.76, respectively. There is no change to prior guidance for gross margin, SG&A, or the effective tax rate. Management cited holiday-period performance and said it remains focused on executing an action plan to improve the U.S. business. Leadership will meet with analysts and investors at the ICR Conference on January 12–14, 2026.

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lululemon (NASDAQ:LULU) commented on Chip Wilson's notice to nominate three director candidates for the company's 2026 Annual Meeting and said shareholders are not required to take action at this time.

The Board said it has engaged with Mr. Wilson for years, will evaluate the submitted nominees under its governance process, and will publish a formal recommendation in the company's definitive proxy statement before the 2026 meeting.

Key metrics: revenues grew from $2.1 billion in fiscal 2015 to an $11.0 billion expected in fiscal 2025 (per guidance); income from operations has grown nearly 6x over the same period; cumulative share repurchases exceed $5.5 billion since fiscal 2015. The Board has started a search for the company's next CEO. J.P. Morgan and Sidley Austin are advisors.

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FAQ

What is the current stock price of lululemon athletica (LULU)?

lululemon athletica (LULU) last closed at $102.91.

What is the market cap of lululemon athletica (LULU)?

The market cap of lululemon athletica (LULU) is approximately $11.9B.