华尔街“秃鹫”围猎瑜伽巨头:埃利奥特斥资10亿美元押注Lululemon(LULU.US)并提名新CEO人选

智通财经网
Dec 18, 2025

智通财经APP获悉,以激进策略著称的华尔街“秃鹫”基金埃利奥特投资管理公司已建立持有Lululemon(LULU.US)超过 10 亿美元的股份。

知情人士透露,埃利奥特正向这家陷入困境的运动服饰零售商推荐潜在的 CEO 人选。埃利奥特认为曾任拉夫劳伦首席财务官兼首席运营官的零售高管简·尼尔森是合适的 CEO 候选人。

自上周五以来,Lululemon的股价有所回升,当时这家瑜伽服制造商调高了全年业绩展望,并宣布 CEO 卡尔文·麦克唐纳将卸任。麦克唐纳将于 1 月底离职,目前公司正在寻找其继任者。

据分析师预估,这家总部位于温哥华的公司近几个季度的增长已放缓,且这一趋势预计将持续。Lululemon正面临来自 Alo Yoga 和 Vuori 等新兴品牌的激烈竞争,以及低价零售商仿制品的冲击,其销售增长目前接近 2007 年上市以来的最低水平。

Lululemon的股价今年已累计下跌 46%。周三,该股在纽约交易中上涨 0.6%,报收于 207.87 美元,公司市值为 240 亿美元。

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