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ArticleLululemon adds Unilever veteran to board
Former Unilever Chief Growth & Marketing Officer joins lululemon’s board as the brand extends a five-year governance overhaul.
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ArticleActivewear brand LSKD in recycled nylon deal
Australian activewear brand LSKD will transition product lines to enzymatically recycled nylon from 2028 under a decade-long supply deal.
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News briefslululemon’s new CEO pick leaves markets cold
The Canadian activewear brand ends a months-long leadership search, turning to a Nike veteran to reignite growth and product momentum.
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ArticleWhy Publicis is spending $500m on a sports agency
The French ad giant is assembling a data-driven sports marketing stack to challenge Omnicom-IPG in a $240 billion market.
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News briefsWilson launches rival athleisure venture
lululemon’s largest individual shareholder is building a rival brand platform in Vancouver as LULU shares sit near five-year lows.
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ArticleChina social media turns on Lululemon over PFAS
A Texas investigation into forever chemicals has gone viral in China, sparking a backlash that could dent Lululemon’s most important growth market.
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PDF NewsletterSGI Europe Executive Edition: Vol 37 - 11+12
Newton Golf nearly triples sales but operating losses deepen | Decathlon, JD Sports and lululemon make NRF global top | Column: The future of visibility isn’t Google – it’s the prompt | Frasers Group’s AI assistant claims 25% conversion gain over search | Dick’s targets 250 Foot Locker remodels by back-to-school | What Oura’s Doublepoint deal signals for the future of wearables | Castore picks Ocula Technologies as its AI product content partner | Playlist-EGYM merger creates fitness tech giant valued at $7.5bn | Women’s elite sports revenues to top $3bn for the first time, Deloitte says | TrusTrace’s One Retail Hub cuts fashion compliance burden by 70% | Worldly joins Green Sports Alliance to tackle supply chain impact | Odlo earns Fair Wear Leader status two years ahead of schedule
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ArticleTexas Attorney General probes Lululemon over PFAS
Texas Attorney General Ken Paxton is investigating whether Lululemon’s wellness-driven marketing misled consumers about PFAS in its clothing.
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ArticleKantar NRF: three sport retailers in top 50
Decathlon, JD Sports and lululemon each appear in the 2026 NRF/Kantar Top 50 Global Retailers — a list that rewards international direct selling and reveals which sport retailers are building genuine cross-border scale.
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AnalysisQ4 2025 Scorecard: Revenue rises, earnings crater
Revenue climbed 8% across 47 companies in Q4 2025, but profits fell by more than a third, as impairments, strategic resets and structural consolidation all pulled in the same direction.
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