Workflow
lululemon(LULU)
icon
搜索文档
S&P 500 Losers: From Lululemon To MGM — What Went Wrong?
Forbes· 2025-09-08 22:20
NEW YORK, NEW YORK - SEPTEMBER 03: Traders work on the floor of the New York Stock Exchange (NYSE) on September 03, 2025 in New York City. The Dow was down over 150 points in morning trading. (Photo by Spencer Platt/Getty Images)Getty Images During the week ending September 5, the S&P 500 was essentially unchanged, slipping 0.12%. In contrast, several notable S&P 500 stocks fell sharply, driven by a mix of earnings outlook revisions, regulatory risk, downgrades, demand concerns, and leadership changes.Macro ...
Interpreting Lululemon (LULU) International Revenue Trends
ZACKS· 2025-09-08 22:15
Have you looked into how Lululemon (LULU) performed internationally during the quarter ending July 2025? Considering the widespread global presence of this athletic apparel maker, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Investors must understan ...
Lululemon's Stock Continues to Be a Lemon. Can the Stock Rebound, or Should Investors Stay Away?
The Motley Fool· 2025-09-08 15:32
The stock has been more than cut in half this year.Lululemon Athletica (LULU -18.59%) shares plunged following its fiscal Q2 earnings report, as a bad year just got worse for the stock. Its shares have now been more than cut in half in 2025.Let's take a closer look at its results and prospects to see if the stock can come back in fashion.Looking to regain momentumWhile its fiscal Q2 results were largely in line with analyst expectations, Lululemon's management owned up to its mistakes. It noted that the lan ...
消研所周报
新浪财经· 2025-09-08 09:33
来源:钛媒体APP 江南布衣旗下"布尽其用"主题展览"织境志"亮相2025Intertextile;乐刻运动签约中国国家举 重队。 消费动态 珀莱雅2025上半年营收同比增7.2%至53.6亿元,宣布启动港股上市计划 近日,珀莱雅发布2025年半年度报告,公司实现营收53.62亿元,同比增长7.21%;归母净利润达到7.99 亿元,同比增长13.80%,业绩保持稳健增长。在发布财报的同时,珀莱雅宣布启动港股上市计划,集 团表示,筹备港股上市是该公司迈向国际化的关键一步,将进一步提高珀莱雅的资本实力和综合竞争 力,打开国际融资、治理提升与品牌背书三大通道,为全球化注入长期动能。若成功登陆港股,珀莱雅 将成为美妆领域第一家同时在内地香港上市的"A+H"上市公司。目前,珀莱雅旗下主要拥有"珀莱 雅"、"彩棠"、"Off & Relax"、"悦芙媞"、"CORRECTORS"、"INSBAHA原色波塔"等多个品牌,覆盖大 众精致护肤、彩妆、洗护、高功效护肤等多个美妆领域。 此外,8月28日珀莱雅宣布,前阿芙精油市场负责人、泡泡玛特及蕉下前首席营销官果小加盟,出任公 司首席营销官CMO。珀莱雅还宣布独家投资彩妆品牌"花 ...
联合利华拟优化50名Top级高管
21世纪经济报道· 2025-09-08 07:06
Sweaty Betty近期向英国公司注册处(Companies House)提交的2024年度新财报显示,其年营业额下降至 1.404亿英镑,毛利润上升至7450万英镑;息税折旧摊销前利润(EBITDA)从上一年的亏损452万英镑增加 至去年的748万英镑。按地区分,英国市场营业额从1.164亿英镑降至1.11亿英镑,美国市场从1350万英 镑降至930万英镑;其他国际市场由1420万英镑增至1990万英镑。报告期内,品牌还在美国芝加哥和华 盛顿特区开设了两家新店。 点评:Sweaty Betty业绩呈现"利润回升、营收收缩"的态势,国际市场扩张与成本控制成效初显。 2,杰尼亚集团2025上半年营收9.28亿欧元,净利润同比增长53% 上周时尚业依旧喜忧参半,各品牌为在行业困境中稳住脚跟,人事变动与精简机构等变动频繁。 联合利华计划优化50名TOP级高管;Lanvin上半年销售额暴跌42%,新创意风格过渡成扭转关键; lululemon业绩低于预期,股价暴跌;拜尔斯道夫接连宣布了两则人事任命。部分集团扩张不断,比如 Ulta Beauty在墨西哥开设首批门店为扩张国际市场;Mugler时隔15年后重返美容领 ...
联合利华拟优化50名Top级高管|二姨看时尚
21世纪经济报道· 2025-09-08 07:03
点评:Sweaty Betty业绩呈现"利润回升、营收收缩"的态势,国际市场扩张与成本控制成效初显。 Sweaty Betty 近期向英国公司注册处(Companies House)提交的 2024 年度新财报显示,其年营业额下 降至 1.404 亿英镑,毛利润上升至 7450 万英镑;息税折旧摊销前利润(EBITDA)从上一年的亏损 452 万英镑增加至去年的 748 万英镑。按地区分,英国市场营业额从 1.164 亿英镑降至 1.11 亿英镑,美国市 场从 1350 万英镑降至 930 万英镑;其他国际市场由 1420 万英镑增至 1990 万英镑。报告期内,品牌还 在美国芝加哥和华盛顿特区开设了两家新店。 另一方面,喜讯有望提振市场信心:Sweaty Betty去年实现扭亏为盈;Ralph Lauren股价创多年新高,走 势与大多数奢侈品集团迥异,引人注目。 1,Sweaty Betty去年实现扭亏为盈 21世纪经济报道记者 高江虹 实习生 方洋昕 上周时尚业依旧喜忧参半,各品牌为在行业困境中稳住脚跟,人事变动与精简机构等变动频繁。 联合利华计划优化50名TOP级高管;Lanvin上半年销售额暴跌42% ...
1 Reason Every Investor Should Know About Lululemon (LULU)
The Motley Fool· 2025-09-07 23:43
This premium athleisure brand must try desperately to win back shareholders.Lululemon Athletica (LULU -18.59%) certainly isn't winning over the market these days. After providing a disappointing second-quarter 2025 (ended Aug. 3) financial update, shares have cratered. They fell 19% the following day.Despite the fall, here's one reason that every investor should know about Lululemon. Selling on the discount rackLululemon is known for selling expensive athletic apparel and footwear. It's positioned at the pr ...
Lululemon Stock Has Been Absolutely Demolished. Time to Buy?
The Motley Fool· 2025-09-07 23:31
The sell-off resets expectations and brings the multiple down -- but buying now could be a mistake.Shares of Lululemon Athletica (LULU -18.59%) plunged after the company's quarterly update late last week. The sharp drop in the athleisure apparel company's stock worsens what has already been a rough year for the stock. Shares fell hard following the release of second-quarter results and a guidance cut tied to tariff costs and softer U.S. demand.The drawdown looks more like a sharp reset than a broken busines ...
lululemon上季度中国市场增长25%,成为扩张重点
南方都市报· 2025-09-07 12:30
财务业绩 - 2025财年第二财季全球净营收同比增长7%至25亿美元[2] - 净利润录得3.709亿美元[2] - 第三季度预计净营收24.7亿至25亿美元 同比增长3%至4%[7] - 全年预计净营收108.5亿至110亿美元 同比增长2%至4%[7] 区域市场表现 - 中国大陆市场净营收同比增长25%至3.93亿美元 为全球第二大市场[2][4] - 美洲市场净营收仅增长1%至17.58亿美元 为全球第一大市场[2][4] - 国际市场净营收同比增长22%[4] - 世界其他地区净营收增长19%至3.74亿美元[4] 业务战略 - 本季度在中国大陆新开设五家门店[5] - 2025年计划在美洲新开约15家门店 其中近半数位于墨西哥[7] - 中国将成为国际市场拓展的主要重点[7] - 持续打造差异化运动服饰 拓展瑜伽/跑步/训练/网球/高尔夫品类[4] 产品与营销 - Align™/Daydrift™/Be Calm等新款产品受到市场欢迎[4] - 在北京工体成功举办Align™十周年"瑜见你嘉年华"活动[4][5] - 通过"夏日乐挑战"等多样化活动提升品牌知名度[5] - 贯彻"社区+体验"品牌理念渗透本地消费者[4]
美股异动丨Lululemon暴跌超20%,创2020年3月以来新低,连续第二次下调全年业绩指引
格隆汇· 2025-09-07 09:30
消息面上,Lululemon公布第二财季业绩,营收同比增长7%至25.3亿美元,略低于预期的25.4亿美元;净利润同比下降5%至3.71亿美元,合每股盈利3.1美 元,高于市场预期的2.88美元;毛利率下降1.1个百分点,至58.5%。期内整体同店销售增长1%,逊预期的2.2%,其中美洲录同店销售下降4%。 Lululemon预计关税将使其全年利润减少2.4亿美元,并再次下调全年业绩指引,目前预计全年每股盈利将介于12.77至12.97美元之间,远低于市场预期的 14.45美元;收入将介于108.5亿至110亿美元之间,亦低于预期的111.8亿美元。 Lululemon(LULU.US)盘初暴跌超20%,报163.98美元,股价创2020年3月以来新低。 业绩公布后,巴克莱将LULULEMON目标价格从209美元下调至180美元,派杰投资将Lululemon目标价从200美元下调至165美元。 ...