Amid search for a CEO, Lululemon responds to a US slowdown with a product reset
Lululemon is entering 2026 at an inflection point. The company is navigating a slowdown in its North America business, leaning on international growth to offset it and continuing the search for a permanent CEO — all while trying to reestablish its footing as a premium, product-led brand.The pressure is showing up in store traffic. Visits slightly declined year over year in the fourth quarter of 2025, with softness building over several months and peaking in December, according to data from store...