The Rundown

Lululemon Secures NFL Apparel Deal, TikTok Sale to Be Finalized this Week

7 snips
Oct 27, 2025
Lululemon is shaking things up with a new NFL apparel deal, aiming to boost male sales through athlete endorsements. In tech news, the anticipated TikTok sale is nearing completion, with key roles for Oracle and a majority stake in U.S. hands. Novartis is making waves by acquiring Avidity for $12B, focusing on RNA therapeutics. Meanwhile, a potential China-U.S. agreement on rare earths is creating uncertainty for U.S. miners. Lastly, the U.S. continues to dominate data center growth, driven by AI advancements.
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INSIGHT

Packed Week Could Move Markets

  • This week is unusually critical with a Fed meeting, a likely rate cut, a US-China summit, and big tech earnings all clustered together.
  • Market direction will hinge on trade news, rate guidance, and AI spending plans from major tech firms.
INSIGHT

Lululemon Targets Male Fans

  • Lululemon is expanding into NFL apparel via a Fanatics/NFL deal to reach more male customers.
  • The move follows other league partnerships and aims to broaden brand appeal beyond yoga wear.
INSIGHT

Shares Down, Strategy To Rebound

  • Lululemon's stock has fallen over 50% this year after a cut to guidance and tariff hits.
  • The company hopes sports partnerships and athlete signings will revive sales momentum.
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