DEFA14A ·Filed Apr 28, 2026

LULU

lululemon athletica inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed5mo ago SEC0001213900-26-048267
Proxy solicitation materials
Actionable Insight • Neutral

This is a routine board refreshment with no immediate trading implications. Monitor the upcoming definitive proxy statement for any shareholder proposals or activist activity that could affect the annual meeting vote.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
LULU ▼ -22.23% at T+60d
NEUTRAL call ✗ call lost -22.23% · α vs SPY -25.96% · entry $142.26 → $110.63
Entry anchored
Apr 28, 2026
via day open
T+1d
-2.98%
call -2.98% · α -2.97%
$138.02
settled 5mo ago
T+5d
-8.54%
call -8.54% · α -10.23%
$130.11
settled 5mo ago
T+20d
-7.98%
call -7.98% · α -13.43%
$130.91
settled 4mo ago
T+60d
-22.23%
call -22.23% · α -25.96%
$110.63
settled 2mo ago

Price Chart

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Executive Summary

Lululemon filed additional definitive proxy soliciting materials (DEFA14A) announcing the appointment of Esi Eggleston Bracey, former Unilever Chief Growth & Marketing Officer, as an independent director effective April 28, 2026, increasing the board to 11 members. Director Shane Grant will not stand for re-election at the upcoming annual meeting, reducing the board to 9 members. This filing is a routine board refreshment event with no financial data or material impact on operations.

Key Facts

  • Esi Eggleston Bracey appointed as independent director effective April 28, 2026
  • Board size increased from 10 to 11 members
  • Shane Grant will not stand for re-election at the 2026 annual meeting
  • Board will reduce from 11 to 9 members after the annual meeting
  • David Mussafer previously disclosed as not standing for re-election on March 17, 2026
  • This is the sixth new independent director appointed in the last five years

Financial Impact

No financial data disclosed in this filing

Risk Factors

  • No material risks identified from this filing

Market Snapshot

Exchange
Nasdaq
Sector
Apparel & Other Finishd Prods of Fabrics & Similar Matl
Analyst Consensus
21% bullish (39 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001213900-26-048267
Document: ea028794901ex99-1.htm0001213900-26-048267
Document: 0001213900-26-048267-index-headers.html0001213900-26-048267
Document: 0001213900-26-048267-index.html0001213900-26-048267
Document: 0001213900-26-048267.txt0001213900-26-048267
19 reports for LULU
Performance horizon
75% Hit rate 3 of 4 directional calls best @ T+5▲ +6.87%Jul 16, 2026
Filters
Rows
Reports for LULU — sortable, filterable
TypeNow
Sep 14, 2026
18d ago
8-K
NEUTRAL ★ 3/10
$98.37 $103.73▲ +5.45%▲ +4.63%$94.46 (−3.97%)
Sep 9, 2026
23d ago
Press Release
BEARISH ★ 7/10
$99.72 $95.98▲ +3.75%▲ +2.66%$94.46 (+5.27%)
Sep 9, 2026
23d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
—awaiting T+5——
Aug 8, 2026
7w ago
Institutional Cluster
MIXED ★ 5/10
$127.80 $115.44▼ −9.67%▼ −9.62%$94.46 (−26.09%)
Aug 5, 2026
8w ago
Court Ruling
BULLISH ★ 7/10
$123.51 $120.72▼ −2.26%▼ −2.61%$94.46 (−23.52%)
Jul 16, 2026
11w ago
ANALYST-DOWNGRADE
BEARISH ★ 3/10
$118.79 $110.63▲ +6.87%▲ +5.20%$94.46 (+20.48%)
Jun 25, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$117.57 $118.43▲ +0.73%▼ −1.43%$94.46 (−19.66%)
Jun 5, 2026
17w ago
ANALYST-UPGRADE
MIXED ★ 5/10
$114.23 $118.77▲ +3.97%▲ +3.40%$94.46 (−17.31%)
Jun 5, 2026
17w ago
ANALYST-DOWNGRADE
MIXED ★ 3/10
$114.23 $118.77▲ +3.97%▲ +3.40%$94.46 (−17.31%)
Jun 5, 2026
17w ago
DEFA14A
NEUTRAL ★ 5/10
$114.23 $118.77▲ +3.97%▲ +3.40%$94.46 (−17.31%)
Showing 10 of 19

US Market Status

Market Closed — Opens Mon (64h 20m)

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