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NASDAQ: LULU lululemon athletica inc. 8-K

Lululemon hires former Nike President Heidi O'Neill as CEO with $17M+ first-year package

Filed April 22, 2026 · Period ending April 21, 2026 · ~1 min read

Key Changes

  • high

    Heidi O'Neill, 27-year Nike veteran and former President, appointed CEO effective September 8, 2026, ending interim co-CEO structure with Meghan Frank and Andre Maestrini

  • high

    Total first-year compensation exceeds $17M: $1.4M base salary, up to $7M cash bonus (200% target, 400% max), $10M annual equity (60% performance RSUs, 40% options), plus $7M sign-on equity

    Employment Agreement verify on EDGAR →
  • medium

    O'Neill receives $2M retention bonus requiring 24-month commitment, with prorated repayment if she leaves voluntarily or is terminated for cause before September 2028

    Employment Agreement verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Source-verified from EDGAR · Narrative written by AI · Jun 2, 2026 · How we verify