Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>The battle inside Lululemon just escalated.</li><li>Founder Chip Wilson has moved from quiet frustration to open confrontation, accusing the board of weak governance, strategic drift, and slow engagement.</li><li>In a sharply worded shareholder letter, Wilson argued that months of private outreach have led nowhere.</li></ul>

The battle inside Lululemon just escalated.Founder Chip Wilson has moved from quiet frustration to open confrontation, accusing the board of weak governance, strategic drift, and slow engagement.In a sharply worded shareholder letter, Wilson argued that months of private outreach have led nowhere.

Lululemon Just Faced A Founder Revolt—The REAL SHIFT Ahead!

<ul><li>Lululemon Athletica Inc. reported a mixed set of results for the third quarter of 2025.</li><li>The company achieved a revenue increase of 7%, recording $2.6 billion for the quarter.</li><li>The performance was bolstered by a significant 33% growth in international markets, with China Mainland standing out with a 46% increase in revenue.</li></ul>

Lululemon Athletica Inc. reported a mixed set of results for the third quarter of 2025.The company achieved a revenue increase of 7%, recording $2.6 billion for the quarter.The performance was bolstered by a significant 33% growth in international markets, with China Mainland standing out with a 46% increase in revenue.

Lululemon Athletica: Inside Its China Expansion

<ul><li>Elliott Investment Management has amassed a stake exceeding $1 billion in Lululemon Athletica, thrusting the activist investor into the center of the company’s leadership succession and strategic turnaround narrative.</li><li>The news arrives on the heels of Lululemon’s announcement that CEO Calvin McDonald will step down in January, with the board initiating a leadership transition.</li><li>Elliott, now one of the brand’s largest shareholders, is backing veteran retail executive Jane Nielsen—formerly CFO and COO at Ralph Lauren—as a potential replacement for McDonald.</li></ul>

Elliott Investment Management has amassed a stake exceeding $1 billion in Lululemon Athletica, thrusting the activist investor into the center of the company’s leadership succession and strategic turnaround narrative.The news arrives on the heels of Lululemon’s announcement that CEO Calvin McDonald will step down in January, with the board initiating a leadership transition.Elliott, now one of the brand’s largest shareholders, is backing veteran retail executive Jane Nielsen—formerly CFO and COO at Ralph Lauren—as a potential replacement for McDonald.

Lululemon Stumbles, Elliott Moves In With Bold Leadership Plan!

<ul><li>Lululemon Athletica is making its most ambitious leap yet into professional sports apparel with a new licensed collection for all 32 NFL teams.</li><li>The move marks the brand’s first-ever partnership with the National Football League and is aimed at diversifying its consumer base while reigniting sluggish U.S. sales.</li><li>The collection—available on Fanatics.com, NFLShop.com, and at team stadium stores—includes men’s and women’s gear from Lululemon’s signature styles such as Steady State, Define, Scuba, and Align.</li></ul>

Lululemon Athletica is making its most ambitious leap yet into professional sports apparel with a new licensed collection for all 32 NFL teams.The move marks the brand’s first-ever partnership with the National Football League and is aimed at diversifying its consumer base while reigniting sluggish U.S. sales.The collection—available on Fanatics.com, NFLShop.com, and at team stadium stores—includes men’s and women’s gear from Lululemon’s signature styles such as Steady State, Define, Scuba, and Align.

Lululemon Tackles Pro Sports With NFL Deal—Game-Changer or Gimmick?

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: Inside Indonesia’s Surprise Pivot to Resource Nationalism</li><li>China Unveils Repo Facility to Manage Offshore Yuan Liquidity</li><li>Tencent Lets AI Agent Make Purchases Through WeChat Pay</li><li>China Aims for New-Energy Heavy Trucks to Reach 40% of Sales by 2030</li></ul>

In Depth: Inside Indonesia’s Surprise Pivot to Resource NationalismChina Unveils Repo Facility to Manage Offshore Yuan LiquidityTencent Lets AI Agent Make Purchases Through WeChat PayChina Aims for New-Energy Heavy Trucks to Reach 40% of Sales by 2030

CX Daily: Inside Indonesia’s Surprise Pivot to Resource Nationalism 

United States

lululemon athletica Inc. designs and retails athletic clothing.  The Company produces fitness pants, shorts, tops and jackets for yoga, dance, running, and general fitness. lululemon serves customers throughout the world.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Lululemon Athletica (LULU US)

Lululemon Just Faced A Founder Revolt—The REAL SHIFT Ahead!

The battle inside Lululemon just escalated. Founder Chip Wilson has moved from quiet frustration to open confrontation, accusing the board of weak...

Baptista Research

Lululemon Athletica: Inside Its China Expansion

Lululemon Athletica Inc. reported a mixed set of results for the third quarter of 2025. The company achieved a revenue increase of 7%, recording...

Baptista Research

Lululemon Stumbles, Elliott Moves In With Bold Leadership Plan!

Elliott Investment Management has amassed a stake exceeding $1 billion in Lululemon Athletica, thrusting the activist investor into the center of...

Baptista Research

Lululemon Tackles Pro Sports With NFL Deal—Game-Changer or Gimmick?

Lululemon Athletica is making its most ambitious leap yet into professional sports apparel with a new licensed collection for all 32 NFL...

Baptista Research

CX Daily: Inside Indonesia’s Surprise Pivot to Resource Nationalism

In Depth: Inside Indonesia’s Surprise Pivot to Resource Nationalism China Unveils Repo Facility to Manage Offshore Yuan Liquidity Tencent Lets AI...

Caixin Global

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)