$Lululemon(LULU.US) Briefly share my views on this stock for the next few months:

First, the pullback from over 200 to 170 was most likely due to the CEO vacuum and the power struggle between the founder and Elliott. Institutions inherently dislike uncertainty, and combined with negative news about new products, it has led to the current price.

Second, what can be expected in the next few months is the new CEO that Elliott has been pushing for. As long as there's a new story to tell, the market won't overly punish LULU, given its solid fundamentals.

Third, it's been almost two months since the media reported that the activist investor Elliott took a position, and there's no news yet. But this is actually a good thing, because in the past, if Elliott couldn't reach an agreement, they would directly issue a report and criticize. The current calmness is very likely because the board is seriously considering Elliott's demands. I believe the new CEO will be appointed within the next month or two, and it will be a very strong CEO. For LULU, the current price reflects the market having almost no expectations for it. As long as there's a new narrative to tell, a rebound to 250+ is a very simple matter.