DEFA14A ·Filed Apr 28, 2026

LULU

lululemon athletica inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed5mo ago SEC0001213900-26-048636
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the upcoming definitive proxy statement for details on the dissident slate and management's response. The board refreshment and Bracey's appointment may strengthen management's position ahead of the vote, but the outcome remains uncertain until the full proxy is filed.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
LULU ▼ -19.84% at T+60d
NEUTRAL call ✗ call lost -19.84% · α vs SPY -23.58% · entry $138.02 → $110.63
Entry anchored
Apr 28, 2026
via day open
T+1d
-0.21%
call -0.21% · α -1.23%
$137.73
settled 5mo ago
T+5d
-4.40%
call -4.40% · α -7.51%
$131.95
settled 5mo ago
T+20d
-4.94%
call -4.94% · α -10.99%
$131.20
settled 4mo ago
T+60d
-19.84%
call -19.84% · α -23.58%
$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 as an independent director and the upcoming 2026 annual meeting. This filing is part of ongoing board refreshment amid a dissident proxy context, with the company soliciting WHITE proxy card support. The appointment itself is a routine governance event with no financial data or material operational impact.

Key Facts

  • Esi Eggleston Bracey appointed as independent director, effective April 28, 2026
  • Board increases to 11 members; director Shane Grant will not stand for re-election, reducing board to 9
  • Filing is soliciting material under Rule 14a-12 for the 2026 annual meeting
  • Company references WHITE proxy card, indicating a contested or dissident proxy context
  • No financial figures, guidance, or material operational data disclosed

Financial Impact

No financial impact disclosed; routine board appointment with no monetary terms

Risk Factors

  • Potential dissident shareholder campaign could lead to contested board election
  • Board reduction from 11 to 9 may concentrate power and reduce diversity of perspectives

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 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001213900-26-048636
Document: 0001213900-26-048636-index-headers.html0001213900-26-048636
Document: 0001213900-26-048636-index.html0001213900-26-048636
Document: 0001213900-26-048636.txt0001213900-26-048636
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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