The apparel giants battle it out as both trade near their 52-week lows.When it comes to sports apparel, Nike (NKE -1.74%) has long been the top dog. However, challengers are coming for the top spot, including athletic leisure and apparel company Lululemon (LULU -1.85%).Both stocks have been very lucrative to own over the long term. Unfortunately, they're both in a bit of a rut, trading within shouting distance of their 52-week lows.I think these dips are great buying opportunities for long-term investors. B ...

The debate over potential rate cuts later this year and the stickiness in inflation should have investors considering the best blue-chip stocks to buy in April. Moreover, with blue-chip stocks trailing behind growth stocks this year, it’s an opportune time to consider adding them to your portfolios.Savvy investors will be quick to pounce on potential bargains in blue-chip stocks. Short-term challenges have weighed down certain stocks in the category. For those who are patient, it could yield incredible rewa ...

Investors often rue missing out on early gains from a stock, which can propel it out of their reach. However, ‘buy the dip’ opportunities often offer a second chance for traders. Currently, it appears that Lululemon (NASDAQ: LULU) stock is undergoing a retracement on the price chart. Following the recent dip in stock price following the last earnings update for 2023, it’s becoming increasingly difficult to overlook this company, regardless of whether investors align themselves with the growth or value persp ...

公司业绩 - Lululemon Athletica在过去五年表现出色，尤其是在排除疫情期间收购Mirror的情况下[1] - Lululemon在2023年取得了惊人的业绩，尤其是在扩张北美以外市场方面表现出色，销售额和利润率均有显著增长[3] 行业地位 - 公司在服装行业表现出色，成为投资亮点，尽管最近股价下跌，但仍然难以忽视[2]

S&P 500指数表现 - S&P 500指数在三月份表现强劲，涨幅为3.1%，创下自2019年以来最佳的第一季度涨幅[1] Lululemon Athletica - Lululemon Athletica在四季度财报中表现不佳，股价下跌15.8%，但公司营收和调整后每股收益均超出预期[3] Southwest Airlines - Southwest Airlines由于波音公司的质量控制危机，降低了收入预期，导致股价下跌14.9%[4] Zoetis - Zoetis在二月份的财报中错过了市场预期，给出了2024年的弱预期，股价下跌14.7%[5]

Nike和Lululemon股票表现 - Nike和Lululemon Athletica的股票在今年都出现了下跌，分别下跌了14%和24%[1] 公司定位 - Nike是运动鞋市场的领导者，而Lululemon则在推进新地理和产品类别方面前景光明[2] 财务表现 - Lululemon在财务方面表现更好，毛利率提高了2个百分点，达到了59%的销售额，而Nike的毛利率仅为45%[8]

消费品公司增长潜力 - 强大的消费品公司如Lululemon Athletica展现出高增长潜力，同时降低了投资风险[3] - Lululemon Athletica拥有忠实粉丝群体和高利润率，持续推动高利润[4][6] - 公司核心市场持续增长，预计未来将保持稳健增长[7] 投资策略 - 短期股价波动为聪明投资者提供机会，长期趋势更为重要[10] - 公司管理层对未来发展充满信心，有望超越预期[11] - Lululemon Athletica目前的股价估值处于近五年来的最低水平，是长期投资的不错选择[13]

Short-term returns can quickly turn negative for any stock, but this is especially true for one that had been soaring before bad news came to light. That's the tough situation that Lululemon Athletica (LULU 0.86%) shareholders recently faced.The stock had been rallying heading into its fiscal Q4 earnings report on March 21, but fell hard in the immediate wake of that announcement. Shares are now trailing the return of the wider market over the past year after having roughly doubled the S&P 500's 30% gain be ...

财务数据 - 2024年FY2023营收为96.2亿美元，同比增长18.6%[1] - 2024年FY2023净利润为15.5亿美元，同比增长81.4%[1] - 2024年FY2023净利率为16.1%，较上一财年增长5.6个百分点[1] - 2024年FY2023营业利润率为22.2%，较上一财年增长5.8个百分点[1] - 2024年FY2023毛利率为58.3%，较上一财年增长2.9个百分点[1] 收入情况 - 中国大陆收入为9.6亿美元，同比增长67.2%[3] - 美洲地区收入为76.3亿美元，同比增长11.9%[3] - 公司自营零售店收入为44.1亿美元，同比增长20.9%[3] - DTC收入为43.1亿美元，同比增长16.5%[3] - 女士产品收入为61.5亿美元，同比增长16.9%[3] 未来展望 - 公司预计FY2024Q1收入为21.75-22.00亿美元，同比增长9%-10%[7] - 公司预计FY2024年收入为107-108亿美元，同比增长10%-11%[7] - 公司调整FY2024-FY2026收入预测，预计收入为109/126/146亿美元，同比增长13%/16%/15%[8] - 公司预计FY2024-FY2026净利润分别为18/22/25亿美元，同比增长18%/18%/16%[8] - 公司预计FY2024-FY2026每股收益分别为14.3/17.0/19.7美元[8] 其他 - 公司维持“买入”评级，对应2024年3月22日收盘价403.19美元[8] - 风险提示包括门店扩张不及预期、新品类市场反响不及预期、新市场开拓遇阻、经济下行需求复苏不足、市场竞争加剧等[9]

Despite exceeding their quarterly top and bottom line expectations on Thursday, Nike (NKE)  and Lululemon (LULU)  shares fell in today’s trading session due to softer-than-expected guidance.Still, investors may be wondering if it’s time to buy the dip in these prominent retailers with Nike’s stock now down -13% year to date while Lululemon shares have fallen -20%.Image Source: Zacks Investment ResearchFavorable Quarterly ResultsReporting its fiscal third quarter results yesterday, Nike posted earnings of $0 ...