Brew Markets Activist Fit-Checks Lululemon & Longhorn’s Earnings Are Well Done
Dec 18, 2025
Activist investors are shaking things up, with a billion-dollar stake in Lululemon aiming to revitalize the brand. Meanwhile, Darden's earnings surprise shows diners can't get enough of their never-ending pasta. CarMax faces challenges and seeks to regain market share as competitors rise. CPI data reveals interesting trends, and Micron impresses with strong revenue tied to memory demand. Finally, merger talks between Spirit and Frontier Airlines resurface, hinting at more changes in the airline industry.
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Activist Pressure Can Unlock Value
- Elliott Management's activist stake in Lululemon could force leadership and strategy changes to unlock value.
- Ann Berry expects more activist activity in 2026 as companies face pressure to deliver growth.
Potential CEO Pick Has Turnaround Cred
- Ann Berry details Jane Nielsen as a potential Lululemon CEO choice with turnaround experience.
- Nielsen served as COO and CFO at Ralph Lauren and was CFO at Coach, driving profitability turnarounds.
Darden Raises Forecast And Expands
- Darden raised full-year sales and same-restaurant growth guidance after strong results.
- The company plans to open 65 new restaurants in fiscal 2026, signaling expansion confidence.