Lululemon Needs to Return to Its Roots -- Market Talk

Dow Jones

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1320 GMT - Lululemon needs to shift its focus from international markets to its roots in the Americas, analysts at Jefferies write. "A refreshed board, a thoughtful CEO with real leadership, and a return to Lululemon's roots are critical," the analysts say. The athletic apparel retailer should look to restore its brand DNA by reducing a newness for newness' sake approach, the analysts write. Avoiding excessive newness will also help inventory management, they add, while the company should also pause its expansion into larger shops. The Wall Street Journal reported that activist Elliott Investment Management had built a $1 billion stake in the retailer and was working with Jane Nielsen as a CEO successor. Shares gain 14.88 cents, or 7.3%, premarket.(josephmichael.stonor@wsj.com)

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December 18, 2025 08:20 ET (13:20 GMT)

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The athletic apparel retailer should look to restore its brand DNA by reducing a newness for newness' sake approach, the analysts write. Avoiding excessive newness will also help inventory management, they add, while the company should also pause its expansion into larger shops. The Wall Street Journal reported that activist Elliott Investment Management had built a $1 billion stake in the retailer and was working with Jane Nielsen as a CEO successor. 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The athletic apparel retailer should look to restore its brand DNA by reducing a newness for newness' sake approach, the analysts write. Avoiding excessive newness will also help inventory management, they add, while the company should also pause its expansion into larger shops. The Wall Street Journal reported that activist Elliott Investment Management had built a $1 billion stake in the retailer and was working with Jane Nielsen as a CEO successor. Shares gain 14.88 cents, or 7.3%, premarket.(josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 18, 2025 08:20 ET (13:20 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2592490602","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2592490602","pubTimestamp":1766064000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2025 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4202":"服装、服饰与奢侈品","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LULU":"lululemon athletica","LU0823411888.USD":"法巴消费创新基金 Cap","BK4504":"桥水持仓"},"translate_title":"Lululemon需要回归本源——市场谈","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LULU":1.96},"content_text":"1320 GMT - Lululemon needs to shift its focus from international markets to its roots in the Americas, analysts at Jefferies write. \"A refreshed board, a thoughtful CEO with real leadership, and a return to Lululemon's roots are critical,\" the analysts say. The athletic apparel retailer should look to restore its brand DNA by reducing a newness for newness' sake approach, the analysts write. Avoiding excessive newness will also help inventory management, they add, while the company should also pause its expansion into larger shops. The Wall Street Journal reported that activist Elliott Investment Management had built a $1 billion stake in the retailer and was working with Jane Nielsen as a CEO successor. Shares gain 14.88 cents, or 7.3%, premarket.(josephmichael.stonor@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 18, 2025 08:20 ET (13:20 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}