异动解读 | 激进投资者埃利奥特斥资10亿美元持股并提名新CEO,Lululemon盘前大涨5.25%

异动解读
Dec 18, 2025

露露乐蒙(LULU)今日盘前股价大幅上涨5.25%,成为市场焦点。

消息面上,激进投资机构埃利奥特管理公司(Elliott Investment Management)已累计持有露露乐蒙超过10亿美元的股份,并推荐前拉夫·劳伦高管简·尼尔森(Jane Nielsen)作为新任CEO候选人。此举被市场视为对露露乐蒙长期价值的认可,显著提振了投资者信心。

露露乐蒙近期面临增长放缓、竞争加剧等挑战,今年股价累计下跌46%。埃利奥特的介入或推动公司治理改革,助力其重振品牌优势。目前公司市值约250亿美元,管理层正寻求扭转业绩颓势。

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