From Snapchat to Yoga Mats: Growth Queen Emily White Nears Taking Over as Lulu CEO

Polymarket added a new bet today: "Who will be Lulu's next CEO?" Currently, Meghan Frank has the highest odds (49% probability), the current CFO of Lulu.

However, based on the Q&A session of the conference call, McDonald's response clearly stated that "the new CEO will focus on leaders with growth and transformation experience," and the statement from board chairman Marty Morfitt: "a leader with a proven track record of driving the company through growth and transformation phases." Therefore, I believe Emily White (31% probability) is more likely to be the next CEO.

Emily White's personal and professional background:
• Full name: Emily C. White
• Birth: August 31, 1978
• Education: Bachelor's in Human and Organizational Development from Vanderbilt University
• Family: Married to investor Joseph Vazquez
• 2001–2006: Early employee at Google (No. 214), worked in online sales operations, AdWords, Google Books, and YouTube advertising
• 2006–2008: Global Director of Advertising Sales at Facebook
• 2008–2010: Director of Operations and Business Development at Facebook
• 2011–2013: Director of Operations → Head of Operations and Business Development at Instagram
• Oct 2013–Dec 2015: First COO of Snapchat (5th executive)
• 2016–2020: Founded and served as Managing Partner at Anthos Capital
• 2018–Present: Independent Director at Lululemon Athletica

Personal style and external evaluations:
• One of Silicon Valley's most well-known "growth COOs," dubbed "the woman who turns 0 into 1 and then 10."
• Skilled at transforming "engineer culture" companies into "commercialization machines" while preserving product integrity.
• Low-key and pragmatic, rarely gives personal interviews, and seldom updates social media.
• Peer evaluation: "She's the type whose resume makes the board want to hand her the CEO position immediately."

Thoughts: Emily White better aligns with Lulu's current pain points: "loss of younger users, lack of product innovation, and low digital adoption."

$Lululemon(LULU.US)