NYT 요약
Lululemon Scrambles to Revive Yoga Pants Empire Amid Fight With Founder
March 16, 2026
요가복 업체 룰루레몬이 권력 분쟁에 휘말리며 기업 안정성이 위험해짐
룰루레몬 창업자는 경영진과 이사회를 공개 비판하며 갈등을 빚어옴
가장 최근 CEO가 올해 1월에 사임했고, 행동주의 투자사 Elliott 은 자사 후보를 내세우고 있으며, 현재 임시 공동 CEO 2명이 100억 달러 규모 기업을 이끌고 있으며, 외부 CEO를 모색할 것으로 예상됨
룰루레몬은 지난 15년간 성장했는데 요즘 매력도가 하락하고 있으며 작년 북미 판매가 감소함
경쟁사가 늘어나고, 패션 트렌드도 바뀌고, 저렴한 대체품이 급증했기 때문임
Lululemon is embroiled in a corporate power struggle that has destabilized its yoga pants empire.
The founder of Lululemon has been in conflict with the management and board of directors, publicly criticizing them.
The most recent CEO resigned in January of this year, and activist investor Elliott is pushing its own candidate. Currently, two interim co-CEOs are leading the $10 billion company, and analysts expect Lululemon to hire an external CEO.
Lululemon has grown for the past 15 years, but its attractiveness is declining these days, and North America sales decreased last year.
This is due to an increase in competitors, changing fashion trends, and a surge in dupes.