StreetInsider.com News Articles

KeyBanc on LULU: 'Newness Remains High, Promotions Elevated'

Fri, 18 Sep 2026 05:25:15 -0400

KeyBanc on LULU: 'Newness Remains High, Promotions Elevated'.

The analyst comments "Highlights from promotional and newness tracker through September 14, 2026. As of September 14, 2026, ~43% of all items are offering some sort of discount within lululemon, up from the ~40% point during the same time in 2025, or a 141 bps increase compared to the week of September 15, 2025; the number of promotional SKUs has ranged within 40-50% for the past 21 weeks, with sale items elevated for several months. In addition to the level of markdowns increasing, total SKU growth declined -9% y/y, with similar reductions observed

Lululemon names Heidi O'Neill as CEO and board member

Mon, 14 Sep 2026 16:19:49 -0400

Lululemon Athletica (NASDAQ: LULU) appointed Heidi O'Neill as Chief Executive Officer and as a member of its board of directors, effective September 8, 2026, according to a company statement.

The board increased its size from 11 to 12 members in connection with O'Neill's appointment. She serves as a Class II director.

With O'Neill assuming the CEO role, Meghan Frank and Andre Maestrini ceased serving as interim co-Chief Executive Officers as of the same date.

Lululemon names Heidi O'Neill as CEO and board member

Mon, 14 Sep 2026 16:19:49 -0400

Lululemon Athletica (NASDAQ: LULU) appointed Heidi O'Neill as Chief Executive Officer and as a member of its board of directors, effective September 8, 2026, according to a company statement.

The board increased its size from 11 to 12 members in connection with O'Neill's appointment. She serves as a Class II director.

With O'Neill assuming the CEO role, Meghan Frank and Andre Maestrini ceased serving as interim co-Chief Executive Officers as of the same date.

Form 8-K lululemon athletica inc. For: Sep 08

Mon, 14 Sep 2026 16:16:00 -0400

si-local-file:///var/storage/secattach/20260914/27058625.html

Lululemon (LULU) PT Lowered to $95 at Goldman Sachs

Mon, 14 Sep 2026 07:53:12 -0400

Goldman Sachs analyst Brooke Roach lowered the price target on Lululemon (NASDAQ: LULU) to $95.00 (from $111.00) while maintaining a Neutral rating.

Form 4 lululemon athletica inc. For: Sep 09 Filed by: O'NEILL HEIDI

Fri, 11 Sep 2026 16:16:00 -0400

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Form 3 lululemon athletica inc. For: Sep 08 Filed by: O'NEILL HEIDI

Fri, 11 Sep 2026 16:14:00 -0400

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Wells Fargo analyst sees deepening troubles for Western brands in China

Fri, 11 Sep 2026 04:48:31 -0400

Investing.com -- Wells Fargo hosted a call Thursday with James Wong, CEO of a $900 million Chinese distributor and retailer of global brands, who outlined a negative outlook for Western athletic brands including Deckers Outdoor (NYSE:DECK), Nike (NYSE:NKE), and Lululemon (NASDAQ:LULU) amid weak demand, rising competition, and heavy promotional activity in China.

Wong said local Chinese competitors are offering better value with shorter lead times, while high fixed-cost expansions have become drags in a declining sales environment. Wells Fargo expects continued headwinds for Nike and Lululemon, with additional risk for Deckers in the region.

Promotions are being pulled forward, with heavy discounting

Wells Fargo analyst sees deepening troubles for Western brands in China

Fri, 11 Sep 2026 04:48:31 -0400

Promotions are being pulled forward, with heavy discounting

Wells Fargo analyst sees deepening troubles for Western brands in China

Fri, 11 Sep 2026 04:48:31 -0400

Promotions are being pulled forward, with heavy discounting

BMO cautious on softlines, bearish on athletic names

Wed, 09 Sep 2026 10:30:25 -0400

Investing.com -- BMO Capital Markets has launched coverage of the softlines retail, apparel and footwear sector with a cautious stance, warning in a note that a weakening consumer and rising costs cloud the outlook for the group into fiscal 2027.

Analyst Kelly Crago said a softer consumer, sticky inflation and higher costs leave the firm cautious, and that it favors "stocks with a story to tell in FY27 to help offset rising macro headwinds."