Stock Movers Playboy Beats Estimates; Lululemon’s CEO Search; Uber Up After Pact with Nvidia
Mar 17, 2026
Coverage of Playboy’s strong Q4 results and a surprising acquisition that lifted its stock. A deep dive into Lululemon’s leadership scramble and activist investor pressure ahead of upcoming results. News of Uber teaming up with Nvidia on autonomous fleets and firsthand reports of robo-taxi rides in California.
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Playboy's Turnaround Fueled By Acquisition And Loyalty
- Playboy swung to a profit and topped estimates, driven by acquisitions and a growing loyalty program.
- It bought Australian lingerie brand Honey Burdette, saw 9% Q4 sales growth and reached 80,000 loyalty members while cutting debt via a UTTG Brands partnership.
Lululemon Focused On CEO Search Over Quarterly Results
- Lululemon's upcoming earnings matter less than its leadership and activist pressure for investors.
- Elliott has built a stake, founder Chip Wilson is pushing board changes, and succession updates will trump same-store sales or product fixes like the see-through pants issue.
Track Partnerships To Gauge AV Platform Winners
- Watch strategic partnerships when assessing autonomous vehicle plays for platform exposure.
- Uber will launch a global fleet running entirely on NVIDIA software starting in LA and San Francisco, aiming for 28 cities by 2028.