New CEO uncertainty and AI strategy critique

CEO O'Neill adds uncertainty. Former CIO Julie Averill criticizes AI as 'performance, not strategy', citing operating income down 37% and North America -6% comps. Challenges AI-driven recovery narrative. Founder Chip Wilson's ongoing influence and proxy fight potential add governance risk. Latest article 'Lululemon Is At War With Itself' reinforces internal turmoil narrative. TIKR.com analysis highlights O'Neill's North America challenge with DCF target $146.