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Higher Ground and LAIKA Partner on Live Action Feature Film Audition; Lulu Wang to Direct With Lucy Liu and Charles Melton Starring
Businesswire· 2025-09-11 02:55
HILLSBORO, Ore. & LOS ANGELES--(BUSINESS WIRE)-- #httpstwittercomLAIKAStudios--Higher Ground and LAIKA will make feature film AUDITION with LULU WANG directing and Lucy Liu and Charles Melton to star. ...
Is lululemon's Earnings Outlook Still Aligned With Its Growth Story?
ZACKS· 2025-09-11 00:30
公司业绩表现 - 第二财季每股收益为3.10美元,超出预期,但营收为25.3亿美元,略低于预期 [1] - 公司营收同比有所改善,但净利润因利润率疲软而出现下降 [1] - 公司下调了2025财年业绩指引,预计营收为108.5亿至110亿美元,每股收益为12.77至12.97美元,这预示着每股收益将较2024财年的14.64美元下降 [2] 区域市场动态 - 美洲市场(主要为美国业务)表现疲软 [1] - 国际市场成为亮点,中国区营收增长25%,世界其他地区营收增长19%,得益于欧洲门店扩张及进入印度等新市场 [5] 产品战略与挑战 - 核心挑战在于产品组合,瑜伽、跑步和训练等性能类别持续获得市场份额,但Scuba和Softstreme等休闲系列产品已显陈旧 [3] - 管理层承认产品周期过长导致高价值客户参与度减弱,计划将新款产品渗透率从23%提升至2026年春季的35%,并加速创新 [3] - 公司推出Daydrift和BeCalm等新品以重燃消费者兴趣,但大部分转型效益预计要到2026财年才能完全显现 [4] 成本与利润率压力 - 美国最低豁免额取消及关税提高预计将使2025财年毛利率减少300个基点,造成2.4亿美元的损失 [5] 竞争格局 - 竞争对手Ralph Lauren第一财季每股收益为3.77美元,营收增长14%至17.2亿美元,业绩表现强劲并上调全年指引 [7] - 竞争对手Guess第二财季营收为7亿美元,同比下降2%,每股收益72美分未达预期,并因美国市场持续疲软和关税压力下调了营收展望 [8] 财务数据与估值 - 公司股价年内累计下跌56.7%,同期行业指数下跌27.9% [11] - 公司远期市盈率为10.89倍,低于行业平均的11.43倍 [12] - 市场共识预期公司2025财年盈利将同比下降8.4%,2026财年则增长3.2%,但近七日对这两个财年的盈利预期均被下调 [14] - 近期的每股收益预期普遍被下调,例如当前财年预期从90天前的14.75美元降至13.41美元 [16]
Jim Cramer Reveals Why lululemon athletica inc. (LULU)’s Shares Fell By 18%
Yahoo Finance· 2025-09-11 00:10
We recently published 15 Stocks Jim Cramer Discussed As He Said CEOs Were Afraid Of Hiring. lululemon athletica inc. (NASDAQ:LULU) is one of the stocks Jim Cramer recently discussed. Jim Cramer Reveals Why lululemon athletica inc. (LULU)'s Shares Fell By 18% NataSnow/Shutterstock.com lululemon athletica inc. (NASDAQ:LULU)’s shares were among the stunners on Thursday after they sank by 18.6%. The shares were hit hard after the firm’s second-quarter earnings report. The results saw lululemon athletica inc ...
lululemon And Crocs Both Struggle, But The Latter Stands Out
Seeking Alpha· 2025-09-10 22:13
公司近期表现 - Lululemon Athletica是一家服装公司 目前正经历不佳的发展势头 并且其估值受到严重压缩 [1]
lululemon And Crocs Both Struggle, But The Latter Stands Out (NASDAQ:LULU)
Seeking Alpha· 2025-09-10 22:13
Recently, there has been a lot of talk about Lululemon Athletica (NASDAQ: LULU ). It is an apparel company that is experiencing bad momentum and has had its valuation greatly compressed. That rings a bell forEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Di ...
Jim Cramer Discusses lululemon Pricing Challenges and Consumer Trends
Yahoo Finance· 2025-09-10 12:20
lululemon athletica inc. (NASDAQ:LULU) is one of the stocks on Jim Cramer’s radar. Cramer explained the recent drop in the stock price, as he commented: “If you want to know why the stock of lululemon plunged over 18% today, look no further than a lawsuit the company filed against Costco last June for allegedly selling virtually identical knockoffs… Look, Lulu’s a special company that makes special products, but I’ve never met a soul in the last few years that didn’t say within a breath of mentioning some ...
TD Cowen Flags 250 Basis Point Margin Risk for Lululemon Athletica (LULU)
Yahoo Finance· 2025-09-10 11:56
Lululemon Athletica Inc. (NASDAQ:LULU) ranks among the most active stocks to buy according to Wall Street analysts. On September 5, TD Cowen reduced its price target on Lululemon Athletica Inc. (NASDAQ:LULU) to $220 from $298, retaining a Buy rating on the sports clothing retailer’s shares. The firm made the change after finding that 66% of Lululemon’s e-commerce orders in the United States are completed via Canada, making use of the de minimis loophole, which the Trump administration recently closed. Er ...
Lululemon: I Bought The Stock Even Though I Am Not A Fan (NASDAQ:LULU)
Seeking Alpha· 2025-09-10 03:07
This piece is very unique for me, because I never liked lululemon athletica inc.'s (NASDAQ: LULU ) products, and I was planning on writing a selling thesis before I opened the numbers. This might be surprising, especiallyI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and cr ...
lululemon: I Bought The Stock Even Though I Am Not A Fan
Seeking Alpha· 2025-09-10 03:07
This piece is very unique for me, because I never liked lululemon athletica inc.'s (NASDAQ: LULU ) products, and I was planning on writing a selling thesis before I opened the numbers. This might be surprising, especiallyI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and cr ...
This Lululemon Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Tuesday - Lululemon Athletica (NASDAQ:LULU), AST SpaceMobile (NASDAQ:ASTS)
Benzinga· 2025-09-10 01:55
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Keybanc analyst Ashley Owens downgraded the rating for lululemon athletica inc. LULU from Overweight to Sector Weight. Lululemon shares closed at $168.10 on Monday. See how other analysts view this stock.Citigroup analyst Smedes Rose downgraded Park Hotels & Resorts Inc. PK from Buy to Neutral and cut the pri ...