激进投资者埃利奥特已持有Lululemon超过10亿美元股份,并力推一位前拉夫・劳伦高管担任首席执行官

环球市场播报
Dec 18, 2025

据知情人士透露,激进投资机构埃利奥特投资管理公司( Elliott Investment Management)已在露露乐檬(Lululemon)累积超 10 亿美元持股,同时正为这家正处困境、亟待扭转颓势的运动服饰零售商举荐一位潜在首席执行官人选。此次持股后,埃利奥特投资管理公司跻身露露乐蒙的最大投资方之列。目前露露乐蒙的市值约为 250 亿美元。

当前露露乐蒙正处在一个动荡不安的时期。该公司上周宣布,首席执行官加尔文・麦克唐纳将于明年 1 月卸任,同时公司正面临多重压力,需扭转从产品质量问题到 “品牌潮牌属性褪色” 等一系列决策失误。

知情人士称,埃利奥特投资管理公司正与资深零售行业高管简・尼尔森(Jane Nielsen)展开密切合作,后者曾担任拉夫・劳伦(Ralph Lauren)的首席财务官兼首席运营官,被埃利奥特视作露露乐蒙首席执行官一职的潜在人选。

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