Fabletics vs lululemon

Fabletics doubles college merchandise via College Shop

Fabletics has expanded its College Shop program, now offering licensed merchandise for 200 U.S. colleges and universities available online and in a 14-store pilot near campuses. The brand doubled its college partnerships after a spring test with roughly 100 schools produced strong results, according to Meera Bhatia, president of Fabletics. The College Shop assortment is sold on Fabletics.com and in select retail locations (about 10% of its ~135-store fleet) and will be promoted via college-age influencers and social content. Fabletics surpassed $1 billion in revenue in 2025, has more than 3 million active customers, and is targeting $2 billion in revenue and a fourfold increase in EBITDA by 2030 while expanding internationally and opening new stores.

• Fabletics expanded its licensed College Shop merchandise to 200 U.S. colleges and universities.
• College Shop products are available online and via a 14-store pilot near university campuses (about 10% of Fabletics' ~135 stores).
• Fabletics initially tested College Shop with around 100 schools in the spring before doubling partnerships.

Fabletics to Triple International Retail Footprint

Fabletics announced a major retail expansion after surpassing $1 billion in net revenue. The digitally native athleticwear brand plans to open up to 20 new international stores and 25 new U.S. stores (45 total) over the next 12 months, and to expand into markets including India, the United Arab Emirates, Colombia, Peru and across Central America. The company currently operates more than 135 retail stores globally and sells online in the U.S., Canada and Europe. Fabletics said it aims to double revenue and quadruple EBITDA over the next five years, describing brick-and-mortar growth as a key driver to complement international e-commerce and wholesale operations.

• Fabletics plans to open as many as 20 new international stores and 25 new U.S. stores over the next 12 months (up to 45 total).
• The company expects to expand into India, the United Arab Emirates, Colombia, Peru and regions across Central America throughout 2026 and 2027.
• Fabletics reported surpassing $1 billion in net revenue and said it aims to double revenue and quadruple EBITDA over the next five years.

Lululemon Q2 Sales Fall, Store Expansion Slowed

Lululemon reported disappointing Q2 results, with net revenue down 4% to $2.4 billion and a 20% decline in its signature leggings sales. The company reduced its store expansion plans to 35 net new stores for 2026, down from the prior 40, and cut full-year revenue guidance. Gross margin expanded due to tariff refunds, but net income dropped 11%. Incoming CEO Heidi O'Neill, a former Nike executive, will face challenges as the company struggles with declining demand for athleisure. Analysts urge a strategic pause in expansion and a refocus on core products.

• Lululemon's Q2 net revenue fell 4% to $2.4 billion.
• Leggings sales plunged 20% in Q2.
• Store expansion reduced to 35 net new locations for 2026.

Lululemon comms chief exits ahead of new CEO start

Lululemon said Chief Communications Officer Bill Chandler will leave the company on Sept. 4 to "pursue other opportunities," a departure that comes days before incoming CEO Heidi O’Neill joins on Sept. 8. Chandler had spent more than seven years at Lululemon, according to his LinkedIn. The exit follows the earlier departure of Chief AI and Technology Officer Ranju Das and has prompted analyst concern about C-suite turnover; BNP Paribas senior analyst Laurent Vasilescu warned there may be further departures. Lululemon said it has "talented teams and leaders in place" and will continue investing in talent during the transition.

• Lululemon Chief Communications Officer Bill Chandler will leave the company on Sept. 4 to "pursue other opportunities."
• Incoming CEO Heidi O'Neill is scheduled to join Lululemon on Sept. 8.
• Bill Chandler spent more than seven years at Lululemon in various communications roles, according to his LinkedIn.

SeaWheeze Half Marathon and Sunset Festival Returns to Vancouver

lululemon announces the return of the SeaWheeze Half Marathon and Sunset Festival to Vancouver on August 14, 2026.