Lululemon’s Conservative 2026 Outlook Heaps Pressure on Brand Amid CEO Search and Founder Feud

Lululemon projected conservative 2026 revenue of $11.35B–$11.50B (2–4% growth) and EPS of $12.10–$12.30, below Wall Street expectations. Shares dropped as the brand hunts for a new CEO amid founder Chip Wilson’s board push, quality complaints, and rising competition.