持有該公司14.2%的股權，仍然是公司最大股東的Chip Wilson表示，運動用品巨擘Nike與機能性鞋類及服飾品牌Under Armour正搶佔Lululemon的市占率。渠在信中提及，「我們不能坐視我們開拓的市場持續被競爭對手蠶食」。
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Is Chip Wilson Right That Lululemon Has 'Lost Its Way'?
Despite positive analyst coverage and first-quarter earnings roughly in line with expectations, Lululemon (LULU) founder Chip Wilson believes the company has "lost its way."
Wilson, who with a 14% stake is Lululemon's largest shareholder, wrote in a June 1 open letter that the company "created the global athleisure market," but has started to "cede the market opportunity we created to Under Armour (UA) and Nike (NKE) ." Since December 2013, he noted, Under Armour shares have increased 79%, Nike shares 45% and the S&P 500 16%, while Lululemon shares have fallen 8%.
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Lululemon reported its first-quarter earnings on June 8. Revenue rose 17% year-over-year to $495 million, beating consensus estimates of $487 million. However, earnings per share of 30 cents missed the forecast 31 cents and represented a 12% drop.
Despite that performance, Wilson is overly hard on the company he founded, according to Jim Cramer, TheStreet's founder and manager of the Action Alerts PLUS portfolio.
"I've been very critical of Lululemon for a long time even though I'd set a low bar for it," he said. "But the bar got higher and higher under this new regime."
Although Lululemon missed earnings per share numbers and sales growth fell slightly, "the company literally had the best apparel numbers of anybody, including Nike and Under Armour," Cramer noted. "I'm saying it's a work in progress that's getting better. [Wilson is] saying ignore whatever's happening, it's not as good."
Original Article: TheStreet