Lululemon Athletica: Change in CEO Could Initiate Turnaround in 2026
The fallen angel scores 12 out of 15 points in the quality check
International revenues are a key driver with +33%
Reading Time: 1 minute
Lululemon Athletica (LULU) has lost much of its former luster over the past two years. The premium sports brand is currently in a crisis in its home market due to increasing competition, high tariffs, and the removal of the de minimis threshold, which is pressuring its margins. Nevertheless, a turnaround could now be possible: With a change in CEO at the end of January 2026, an action plan is to be implemented to operate more efficiently and appeal to customers with new and visible products. The product development cycle is expected to be shortened...
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