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Retail Industry News 18 December 2025 - 21 December 2025

Lululemon Stock (LULU) Week Ahead: Elliott Activism, CEO Search, Tariff Headwinds and Holiday-Shortened Trading (Dec. 22–26, 2025)

Lululemon Stock (LULU) Week Ahead: Elliott Activism, CEO Search, Tariff Headwinds and Holiday-Shortened Trading (Dec. 22–26, 2025)

Lululemon athletica inc. (NASDAQ: LULU) heads into the week of December 22 with a rare mix of boardroom drama, activist pressure, and macro catalysts—all set against a holiday-thinned trading calendar that can exaggerate price moves. The backdrop: lululemon’s leadership transition is now public and time-bound, with CEO Calvin McDonald set to depart on January 31, 2026, and an activist heavyweight—Elliott Investment Management—surfacing with a more-than-$1 billion stake and a preferred CEO candidate. Lululemon+1 At the same time, lululemon’s latest results show a company still growing, but unevenly: international strength is offset by softer Americas performance and margin pressure, with management
21 December 2025
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Costco Stock (COST) Week Ahead: Fresh News, Analyst Forecasts, and Key Levels to Watch Into Christmas Week

Costco Stock (COST) Week Ahead: Fresh News, Analyst Forecasts, and Key Levels to Watch Into Christmas Week

Costco Wholesale Corporation (NASDAQ: COST) heads into the week of December 22–26, 2025 with investors juggling two competing narratives: a fundamentally strong, membership-driven retailer that just posted solid quarterly results—versus a stock that has slid meaningfully from its early-2025 highs as valuation concerns, tariff headlines, and a rare “sell” call spark debate. With U.S. markets entering a holiday-shortened trading week, volatility can be amplified by lighter volumes—making headlines and macro data especially important for near-term direction. Below is what matters most for Costco stock in the week ahead, based on news and analysis available as of Sunday, December 21, 2025.
21 December 2025
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Wesfarmers (ASX:WES) share price steadies near A$81 as AI rollout and Priceline receivership reshape the 2026 outlook

Wesfarmers (ASX:WES) share price steadies near A$81 as AI rollout and Priceline receivership reshape the 2026 outlook

Published: 21 December 2025 Wesfarmers Limited (ASX:WES) enters the final stretch of 2025 with a familiar investor appeal—dominant retail brands, a diversified portfolio, and steady cash generation—colliding with a very modern set of storylines: a group-wide rollout of ChatGPT Enterprise, fresh turbulence in parts of the Priceline pharmacy network, and an analyst community that largely thinks the stock is priced for perfection. As of this Sunday (21 December 2025), the ASX is closed, so the key reference point is Friday’s close. Wesfarmers shares last finished at A$81.02 (19 December), with the stock up about 13% year-to-date by some market tallies.
21 December 2025
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Nike Stock (NKE) Outlook: Earnings Beat, Margin Shock, China Reset — Latest News and Forecasts as of Dec. 20, 2025

Nike Stock (NKE) Outlook: Earnings Beat, Margin Shock, China Reset — Latest News and Forecasts as of Dec. 20, 2025

NIKE, Inc. (NYSE: NKE) stock ended the week under heavy pressure, closing at $58.71 after a -10.54% slide in the latest session, as investors weighed an earnings beat against worsening margin headwinds and another sharp downturn in Greater China. Reuters The selloff follows Nike’s fiscal 2026 second-quarter report (quarter ended Nov. 30, 2025), where the company posted $12.4 billion in revenue and $0.53 in diluted EPS—but also disclosed a steep profitability squeeze and pointed to more near-term margin pressure ahead. Nike Investors+1 Below is a full, publication-ready breakdown of the latest Nike stock news (Dec. 20, 2025), including earnings takeaways,
21 December 2025
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lululemon athletica inc. Stock (LULU): Elliott’s $1B Stake, CEO Transition, Buybacks, and Wall Street’s 2026 Outlook (As of Dec. 20, 2025)

lululemon athletica inc. Stock (LULU): Elliott’s $1B Stake, CEO Transition, Buybacks, and Wall Street’s 2026 Outlook (As of Dec. 20, 2025)

lululemon athletica inc. (NASDAQ: LULU) is closing out the week of Dec. 20, 2025 with a rare combination of catalysts that can move a stock fast: a CEO exit and succession search, better-than-expected quarterly results, an expanded buyback authorization, and a reported $1+ billion activist stake from Elliott Investment Management. The headlines helped reignite trading interest in LULU stock—but they also underscored why the shares have struggled through 2025: slowing momentum in the Americas, margin pressure tied to promotions and costs, and intensifying competition in athleisure. The debate for investors now is whether leadership change plus activist involvement can accelerate
20 December 2025
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Costco Stock News Today: COST Near 1-Year Lows After Rare “Sell” Call; Earnings Beat, Membership Trends, and 2026 Forecasts (Dec. 20, 2025)

Costco Stock News Today: COST Near 1-Year Lows After Rare “Sell” Call; Earnings Beat, Membership Trends, and 2026 Forecasts (Dec. 20, 2025)

Costco Wholesale Corporation (NASDAQ: COST) is heading into the final stretch of 2025 with a familiar story—and an unfamiliar debate. The wholesale giant just delivered a strong fiscal first-quarter report, yet the stock is hovering near its one-year low as investors weigh a premium valuation against early signs of softening in the membership metrics that power Costco’s business model. As of the latest available quote on Dec. 20, 2025, Costco stock traded around $855.62, putting shares about 1% above the 52-week low and more than 20% below the 52-week high—a notable pullback for a market darling that has often traded
20 December 2025
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Wesfarmers (ASX:WES) Stock Update: Priceline Pharmacies Enter Administration, AI Push Accelerates, and Analysts See Limited Upside Into 2026

Wesfarmers (ASX:WES) Stock Update: Priceline Pharmacies Enter Administration, AI Push Accelerates, and Analysts See Limited Upside Into 2026

PERTH — December 20, 2025 — Wesfarmers Limited (ASX: WES) heads into the final stretch of 2025 with its share price sitting close to where many analysts say “fair value” begins and ends — and with fresh, very real-world news in its health division putting that thesis to the test. Wesfarmers shares last closed at A$81.02 on Friday, December 19, 2025, up about 0.5% on the day. StockInvest+1 With the ASX shut on Saturday, that Friday close is the reference point investors are using to digest a burst of late‑December headlines — most notably the move to place 54 Priceline‑branded
20 December 2025
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Lululemon Stock (NASDAQ: LULU) Today: Elliott’s $1B Stake, CEO Transition, Tariff Headwinds and 2026 Expansion Fuel Fresh Debate

Lululemon Stock (NASDAQ: LULU) Today: Elliott’s $1B Stake, CEO Transition, Tariff Headwinds and 2026 Expansion Fuel Fresh Debate

December 19, 2025 — lululemon athletica inc. (NASDAQ: LULU) is back in the spotlight after a fast-moving mix of leadership news, activist-investor pressure, and fresh growth plans pushed the stock sharply higher this week—before a pullback on Friday as traders digested what the turnaround could really look like in 2026. After closing at $215.11 on Thursday (Dec. 18), LULU traded lower on Friday (Dec. 19), with intraday pricing around the low-$210s in available data, reflecting profit-taking following the week’s rally. Yahoo Finance+1 Below is what’s driving lululemon stock right now, what the company itself is forecasting, and how Wall Street
19 December 2025
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Home Depot Stock (HD) After the Bell: Shares Slip Thursday, Tick Higher After Hours — What to Know Before the Market Opens Friday (Dec. 19, 2025)

Home Depot Stock (HD) After the Bell: Shares Slip Thursday, Tick Higher After Hours — What to Know Before the Market Opens Friday (Dec. 19, 2025)

Home Depot, Inc. (NYSE: HD) ended Thursday’s session (Dec. 18, 2025) lower, despite a broader market rebound tied to a softer-than-expected inflation reading. HD shares closed at $354.99, down 0.49%, after trading in a wide intraday range that reflected choppy, headline-driven markets. In after-hours trading, the stock edged up to about $355.90 in delayed quotes, suggesting only a modest shift in sentiment following the closing bell. StockAnalysis+1 With U.S. markets set to reopen Friday, Dec. 19, 2025, investors are balancing three themes: (1) the inflation narrative and what it means for interest rates, (2) Home Depot-specific catalysts (including dividend timing
19 December 2025
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Nike (NKE) Q2 2026 Earnings Surprise: Revenue Beats Estimates, But China Weakness and Tariff Costs Pressure Margins

Nike (NKE) Q2 2026 Earnings Surprise: Revenue Beats Estimates, But China Weakness and Tariff Costs Pressure Margins

BEAVERTON, Ore. (Dec. 18, 2025) — Nike’s latest earnings report delivered a familiar split-screen for investors: a clear top-line surprise powered by North America, paired with profitability pressure from tariffs, promotions, and a still-soft China business. For its fiscal 2026 second quarter (ended Nov. 30, 2025), Nike reported revenue of $12.43 billion, up 1% year over year (flat on a currency-neutral basis), while diluted EPS came in at $0.53. Both figures topped Wall Street expectations, yet net income fell 32% to $792 million and gross margin slid 300 basis points to 40.6%, helping explain why the stock dipped in after-hours
18 December 2025
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Costco Stock (COST) Today: Latest News, Analyst Forecasts, and Key Catalysts to Watch on Dec. 18, 2025

Costco Stock (COST) Today: Latest News, Analyst Forecasts, and Key Catalysts to Watch on Dec. 18, 2025

Costco Wholesale Corporation (NASDAQ: COST) is back in the spotlight on December 18, 2025, as investors weigh a familiar debate: excellent operating execution vs. an expensive valuation. As of 11:50 a.m. ET, Costco shares traded at $859.54, down 0.36% on the session, with an intraday range of $852.51 to $863.15 and a market capitalization around $381 billion. The day’s conversation around Costco stock is being shaped by three overlapping narratives: (1) the company’s strong fiscal Q1 2026 results, (2) a high-profile “Sell” call that hit shares earlier this week, and (3) a widening gap between the bullish consensus price-target range
18 December 2025
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Lululemon Athletica Stock (LULU) Surges Into the Spotlight After Elliott’s $1B Stake: News, Forecasts, and What Comes Next

Lululemon Athletica Stock (LULU) Surges Into the Spotlight After Elliott’s $1B Stake: News, Forecasts, and What Comes Next

Dec. 18, 2025 — lululemon athletica inc. (NASDAQ: LULU) is back at the center of the market conversation after reports that activist hedge fund Elliott Management has built a stake exceeding $1 billion and is positioning a potential CEO candidate as the company heads into a high-stakes leadership transition. Reuters+2The Wall Street Journal+2 The stock’s reaction has been swift. LULU was recently trading around $207.87 on Thursday, while separate reporting and market data showed a notable pop in late trading following the activist headlines. MarketWatch Underneath the headline — “activist investor takes big stake” — sits a deeper story investors
18 December 2025
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Stock Market Today

Lloyds share price steadies after buyback update and BoE rate jitters — what to watch next week

Lloyds share price steadies after buyback update and BoE rate jitters — what to watch next week

7 February 2026
LONDON, February 7, 2026, 08:48 GMT — Market closed Lloyds Banking Group shares finished Friday higher after the lender flagged another round of share buybacks, helping to steady the stock at the end of a volatile two-day swing driven by shifting expectations for UK interest rates. With London markets closed for the weekend, the focus moves to Monday’s open and whether rate-cut pricing keeps easing pressure on bank earnings. Lloyds is a UK-focused lender, and investors tend to treat it as a clean play on domestic growth, mortgages and the direction of Bank Rate. That makes the stock quick to
Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

Vodafone shares steady up after Q3 wobble — Germany, buyback and next results now set the tone

7 February 2026
Vodafone shares rose 1.47% to 110.60p Friday, recovering part of Thursday’s 4.68% drop after a Q3 update. Group revenue climbed 6.5% to €10.5 billion, but Germany’s 0.7% service revenue growth missed some forecasts. Vodafone launched a new €500 million buyback tranche, bringing total buybacks since May to €3.5 billion. Investors remain focused on Germany’s pace and cash flow execution.
NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

NatWest Group stock: buyback filing and Rightmove mortgage deal set up a busy week

7 February 2026
NatWest shares closed up 1.45% at 659.4 pence Friday, buoyed by a buyback of 797,428 shares and a new digital mortgage deal with Rightmove. The Bank of England held rates at 3.75% but signaled possible cuts, with markets pricing in two reductions for 2026. NatWest plans to expand its Accelerator community to 50,000 members by 2026. Annual results are due Feb. 13.
Unilever share price holds at 5,250p as results week looms — what investors watch next

Unilever share price holds at 5,250p as results week looms — what investors watch next

7 February 2026
Unilever shares closed flat at 5,250p in London Friday, underperforming the FTSE 100’s 0.6% gain. The company issued 4.2 million new shares for employee plans, bringing total shares to over 2.18 billion. Investors await Q4 and full-year results on Feb. 12, with analyst consensus pointing to 3.9% Q4 sales growth. Unilever’s U.S. ADR rose 0.8% to $72.12.
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