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Retail Industry News 29 December 2025 - 30 December 2025

Lululemon stock slips today as founder Chip Wilson launches proxy fight over board shake-up

Lululemon stock slips today as founder Chip Wilson launches proxy fight over board shake-up

NEW YORK, December 30, 2025, 14:50 ET — Regular session Shares of lululemon athletica inc. fell about 0.6% to $211.30 in afternoon trading on Tuesday after founder Chip Wilson launched a proxy fight — a campaign to win shareholder votes for board seats — seeking to reshape the board. The stock had gained about 2% on Monday, Reuters reported. Reuters The board fight comes as the athletic apparel maker searches for a permanent chief executive after Calvin McDonald said he would step down on Jan. 31. Chief financial officer Meghan Frank and chief commercial officer André Maestrini are set to
Warby Parker stock price today: WRBY falls nearly 4% in thin year-end trading

Warby Parker stock price today: WRBY falls nearly 4% in thin year-end trading

NEW YORK, December 30, 2025, 13:34 ET — Regular session Warby Parker Inc (WRBY) shares fell about 3.9% to $22.11 in early afternoon trading on Tuesday, after ending Monday at $23.00. The stock opened at $22.90 and traded between $21.87 and $23.13, with nearly 3 million shares changing hands; the company is valued at about $3.4 billion. The slide comes with just a handful of sessions left in 2025, a stretch when trading often thins out and price moves can look outsized. Thin trading means fewer buyers and sellers, so routine position changes can move a stock more than usual.
Walmart stock slips after app outage; filing details Sam’s Club CEO sale plan

Walmart stock slips after app outage; filing details Sam’s Club CEO sale plan

NEW YORK, December 30, 2025, 11:12 ET — Regular session. Walmart Inc shares edged lower on Tuesday after the retailer’s mobile app and website suffered a short outage that disrupted access for shoppers. The stock was down about 0.3% at $112.17 in late-morning trading. The timing matters because Walmart’s digital storefront is a critical front door in the post-holiday period, when shoppers often make returns, exchange gifts and chase year-end discounts online. Even brief outages can weigh on conversion rates — the share of visits that turn into completed purchases. The stock move also came in thin year-end trading as
Victoria’s Secret stock today: VSCO presses 52-week highs after a 4% jump

Victoria’s Secret stock today: VSCO presses 52-week highs after a 4% jump

NEW YORK, December 30, 2025, 06:09 ET — Premarket Victoria’s Secret & Co shares closed up 4.16% on Monday at $56.05, after trading as high as $56.44 and pushing toward the top of its $13.76-to-$56.95 52-week range. About 2.32 million shares changed hands, with the stock swinging between $53.05 and $56.44. Investing.com The lingerie retailer’s December run has turned it into a year-end momentum name, with traders leaning on the view that its turnaround is starting to show up in profitability. That matters now because apparel stocks can react sharply to any hint of promotion-heavy selling as the holiday quarter
Lululemon founder Chip Wilson launches proxy fight to reshape board amid CEO transition

Lululemon founder Chip Wilson launches proxy fight to reshape board amid CEO transition

NEW YORK, December 30, 2025, 04:31 ET Lululemon Athletica founder Chip Wilson has launched a proxy fight to change the company’s board, nominating three independent directors ahead of the retailer’s 2026 annual shareholder meeting. (https://www.reuters.com/sustainability/sustainable-finance-reporting/lululemon-founder-launches-proxy-fight-board-changes-wsj-reports-2025-12-29/) The timing raises the stakes for Lululemon’s leadership transition, with the board searching for a permanent chief executive after announcing the planned exit of CEO Calvin McDonald in January. It also lands as investors weigh whether Lululemon can regain momentum with younger, higher-spending shoppers after a sharp stock slide and growing competition in premium athletic wear. Wilson nominated former On Running co-CEO Marc Maurer, former
Lululemon stock rises as founder Chip Wilson launches board proxy fight — what investors watch next

Lululemon stock rises as founder Chip Wilson launches board proxy fight — what investors watch next

NEW YORK, December 30, 2025, 01:23 ET — Market closed Lululemon Athletica Inc (LULU) shares closed up 1.7% on Monday at $212.54 after the company said founder Chip Wilson submitted nominations for three director candidates in a move that could trigger a proxy fight. Yahoo Finance+1 The board challenge lands in the middle of a leadership handoff. A regulatory filing showed CEO Calvin McDonald will step down effective Jan. 31, with finance chief Meghan Frank and chief commercial officer André Maestrini set to serve as interim co-CEOs while the company searches for a permanent replacement. SEC Founder pressure is arriving
Target stock drops after activist buzz fades; Fed minutes set the next test for TGT

Target stock drops after activist buzz fades; Fed minutes set the next test for TGT

NEW YORK, December 29, 2025, 21:25 ET — Market closed Target Corporation (TGT) shares fell 1.4% on Monday to $98.10, after trading between $97.72 and $100.20 in a muted year-end session. About 8.8 million shares changed hands. The pullback matters because investors are recalibrating expectations around what, if anything, could force a faster turnaround at the big-box retailer as 2026 approaches. A late-week report has kept the stock in focus. The Financial Times reported Friday that activist investor Toms Capital Investment Management — a shareholder that pushes for strategic changes — made a significant investment in Target, though the size
Lululemon stock today: LULU climbs after founder Chip Wilson kicks off board challenge

Lululemon stock today: LULU climbs after founder Chip Wilson kicks off board challenge

NEW YORK, December 29, 2025, 20:04 ET — Market closed. Lululemon Athletica Inc (LULU) shares gained 1.7% to close at $212.54 on Monday after founder Chip Wilson moved to challenge the board, opening the door to a proxy fight over director seats. Nasdaq+1 The governance clash lands as the athletic-apparel maker searches for its next chief executive after disclosing earlier this month that CEO Calvin McDonald would step down in January without naming a successor. Activist hedge fund Elliott Management has also amassed a stake of more than $1 billion, Reuters reported. Reuters+1 A proxy fight is a campaign to
Costco stock slips after hours as year-end trading thins and January sales update looms

Costco stock slips after hours as year-end trading thins and January sales update looms

NEW YORK, December 29, 2025, 17:45 ET — After-hours Costco Wholesale shares fell 0.6% in after-hours trading on Monday to $867.84. The dip comes as investors head into the final two trading sessions of 2025 with holiday liquidity thin and little company-specific news to reset near-term expectations. Reuters Costco’s stock has become a high-profile gauge for how well big-box retailers can hold demand without heavy discounting, helped by its membership-fee model. Those fees are a key profit driver because they carry much higher margins than most of the goods sold in warehouses. Nasdaq+1 U.S. stocks closed lower on Monday, with
Lululemon founder Chip Wilson launches proxy fight for board shakeup as CEO exit nears

Lululemon founder Chip Wilson launches proxy fight for board shakeup as CEO exit nears

NEW YORK, December 29, 2025, 12:27 ET Lululemon Athletica founder Dennis “Chip” Wilson said on Monday he has launched a proxy fight to reshape the company’s board, nominating three independent director candidates. The Wall Street Journal first reported the move, which was also covered by Canadian outlets including CTV News (https://www.ctvnews.ca/business/article/lululemon-founder-launches-proxy-fight-for-board-changes-wsj-reports/), CBC (https://www.cbc.ca/news/business/lululemon-proxy-fight-chip-wilson-board-changes-9.7029060) and The Globe and Mail (https://www.theglobeandmail.com/business/article-lululemon-chip-wilson-proxy-fight-board-changes/). The board challenge lands as the athleisure maker enters a leadership transition, with CEO Calvin McDonald set to leave in January and no named successor. Investors have been watching closely after Lululemon’s shares fell about 45% this year. Lululemon has struggled
Walmart stock bucks tech-led slide as Vizio ad push comes back into focus

Walmart stock bucks tech-led slide as Vizio ad push comes back into focus

NEW YORK, December 29, 2025, 11:28 ET — Regular session Walmart Inc’s shares rose on Monday, bucking a pullback in U.S. stocks that was led by heavyweight technology names. Reuters The move matters now because trading is thinning into year-end, when investors often rotate toward steadier, defensive names as they lock in gains and trim risk. The broader market has been wrestling with whether a seasonal “Santa Claus rally” can hold without more help from tech. Reuters For Walmart, the tape is also reflecting a debate over what drives the next leg of earnings growth: core grocery-led traffic, or higher-margin
Target stock slips today as year-end trading thins out — SoHo revamp in focus

Target stock slips today as year-end trading thins out — SoHo revamp in focus

NEW YORK, December 29, 2025, 11:22 ET — Regular session Target shares slipped on Monday, underperforming the retail sector as Wall Street opened the final, holiday-shortened trading week of 2025 on a softer note. Reuters The move matters now because Target is heading into a leadership handoff on Feb. 1, when chief operating officer Michael Fiddelke is set to take over as chief executive. Investors are watching whether the chain can stabilize sales and margins after a string of weak quarters. corporate.target.com+1 Target has been pushing to rebuild its edge in higher-margin discretionary categories such as apparel while keeping prices
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Stock Market Today

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
Glencore share price steadies after Rio Tinto walks away — what to watch next week

Glencore share price steadies after Rio Tinto walks away — what to watch next week

7 February 2026
Glencore shares closed up 0.6% at 478.1 pence Friday, rebounding after a 7% drop following the collapse of merger talks with Rio Tinto. The company is expected to announce the sale of its Kazzinc stake soon and has signed a non-binding agreement with Orion for a potential $9 billion deal in the DRC. Investors await Glencore’s full-year results on Feb. 18 for further guidance.
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