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Lululemon Names Heidi O’Neill CEO as Sales Fall 12%

9/8/2026

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Story summary
  • Lululemon named former Nike executive Heidi O’Neill as its new CEO.
  • Lululemon reported a 12% drop in North American sales.
  • Leggings sales fell 20%, contributing to the slowdown.
  • Shares slid about 20% on Friday, reaching an eight-year low.
  • Analysts say O’Neill must revamp the product mix and target younger shoppers.