Lululemon Athletica Inc. announced Thursday that CEO Calvin McDonald is stepping down early next year as the brand struggles to compete in the highly competitive sector. McDonald will step down on Jan. 31, 2026, but will continue to serve as a senior advisor to the company through March 31. Lululemon Chief Financial Officer Meghan Frank and Chief Commercial Officer André Maestrini will serve as interim co-CEOs as the board of directors looks for McDonald's replacement. The company said Frank and Maestrini h ...

We're back on Morning Trade Live. Here's a look at how some of the top athleisure names are trading today after Lululemon reported earnings and announcer CEO Calvin McDonald is departing in January. So, we have Lululemon among one of the best performers on the session.Today, we're off the session's highs now, but still a comfortable 9% rally there. Deckers Outdoor is also higher, but the rest are lower. So, it's a mixed performance across some of those retailers.Let's go inside out on Lululemon after these ...

Key Takeaways LULU beat Q3 revenue and EPS estimates, with 7.1% y/y sales growth and stronger international momentum.Margins contracted on higher markdowns, tariff impacts and increased SG&A expenses in the quarter.LULU raised its FY25 revenue and EPS outlook, supported by continued strength in Mainland China.lululemon athletica inc. (LULU) reported third-quarter fiscal 2025 results, wherein revenues and earnings per share (EPS) beat the Zacks Consensus Estimate. The company’s top line improved year over ye ...

核心观点 - 露露乐蒙公司被许多价值投资者视为潜在的扭亏为盈投资标的 其最新发布的季度财报显示这一进程正在切实推进中 [1] 分析师背景与投资方法论 - 分析师专注于分析基本面强劲、现金流良好但被低估或不受市场待见的公司或行业 尤其关注石油天然气和消费品等领域 [1] - 投资风格以长期价值投资为主 但偶尔也会参与可能的交易套利 例如微软/动视暴雪、精神航空/捷蓝航空以及新日铁/美国钢铁的交易 [1] - 倾向于避开无法理解的业务 例如高科技或某些时尚消费品 同时也不理解投资加密货币的逻辑 [1] 露露乐蒙公司状况 - 公司近期发布了季度财报 [1]

lululemon athletica inc. (NASDAQ: LULU ) has been on the minds of many value investors as a potential turnaround play. With the company having just released its quarterly earnings , I believe that this is truly underway, andAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Bas ...

Lululemon's CEO will hand over his company on an earnings beat, to a replacement yet-to-be-named.Lululemon Athletica (LULU +10.13%) stock soared 8.8% through 11 a.m. ET Friday after crushing on earnings last night.Analysts forecast Lululemon would earn $2.21 per share on less than $2.5 billion in sales in Q3, but the company reported $2.59 per share on nearly $2.6 billion in sales. Lululemon Q3 earningsLulu grew sales 7% in Q3, despite only a 1% increase in same-store sales. Literally all the growth was in ...

本文源自：智通财经网 智通财经获悉，周五，Lululemon Athletica(LULU.US)盘前大涨超10%，报207.23美元。消息面上， lululemon公布了2025 财年第三季度财务业绩，营收增长 7% 至 26 亿美元。同店销售额增长 1%，按固 定汇率计算增长 2%。稀释每股收益为 2.59 美元。本季度公司净新增 12 家直营门店，截至季末共有 796 家门店。此外，公司宣布Calvin McDonald将于明年辞去首席执行官一职。 首席财务官梅根・弗兰克(Meghan Frank)表示："得益于公司的严谨执行和国际业务的持续强劲表现，第 三季度公司实现了超出预期的收入和每股收益。展望未来，公司将继续利用强劲的财务状况投资于增长 计划，同时保持运营严谨性。此外，公司董事会最近增加了股票回购授权，这体现了公司对品牌未来机 遇的共同信心，对此公司感到高兴。" ...

Welcome to Morning Brief presented by Robin Hood, the comb to commissionfree [music] trading. I'm Julie Heyman. Let's get to the three things you need to know today.First up, a mixed picture for stock futures [music] this morning. The AI led route in tech stocks is pressuring the NASDAQ, but Dow futures are higher after that [music] blue chip index as well as the S&P 500 closed at record highs in Thursday's trading session. That's a positive sign for investors as the stock rally [music] broadens out beyond ...

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五大评级上调 - 杰富瑞将露露乐蒙评级从“跑输大盘”上调至“持有”，目标价从120美元上调至170美元，认为首席执行官即将离任是“重大利好” [5][10] - 瑞银将美国航空评级从“中性”上调至“买入”，目标价从14美元上调至20美元，认为市场未充分认识到企业客户营收复苏将使其未来几年利润“大幅提升” [5][10] - 摩根大通将花旗集团评级从“中性”上调至“增持”，目标价从107美元上调至124美元，认为2026年稳健的经济和强劲的市场业务将使花旗比同行获益更多 [5][10] - 古根海姆将百时美施贵宝评级从“中性”上调至“买入”，给出2026年62美元目标价，认为其投资性价比和管线驱动的风险收益比“颇具吸引力” [5][10] - 德意志银行将忠实航空评级从“持有”上调至“买入”，目标价105美元，指出2026年美国国内航空运力供需“相对均衡”及廉航希望实现正回报，将营造“良好的运营环境” [5][10] 五大评级下调 - 摩根大通将Roblox评级从“增持”下调至“中性”，目标价从145美元下调至100美元，认为用户活跃度承压、预订量增速放缓及利润率收窄将使该股在2026年迎来“阶段性休整” [5][10] - 贝尔德将贝宝评级从“跑赢大盘”下调至“中性”，目标价从83美元下调至66美元，称四季度交易量“波动”、2026年开启新投资周期及平台升级时间不确定，使短期“利空出清”可能性低 [5][10] - 斯蒂菲尔将RH评级从“买入”下调至“持有”，目标价从320美元下调至165美元，指出公司年内第二次下调2025财年营收及EBITDA指引，反映全年需求正逐步放缓 [5][10] - 诺斯兰将思佳讯评级从“跑赢大盘”下调至“市场持平”，目标价190美元，认为结合当前估值及一季度产能“售罄”，2026财年业绩指引等利好已“完全体现在当前股价中” [5][10] - 凯投银行将维瓦系统评级从“增持”下调至“行业标配”，称渠道调研显示大型制药客户在软件评估阶段更倾向选择赛富时，意味着维瓦系统可能遭遇更多订单流失 [5][10] 五大首次覆盖评级 - 花旗首次覆盖波音，给予“买入”评级及265美元目标价，称其为“极具吸引力的大盘股转型标的” 同时首次覆盖通用电气航空、L3哈里斯技术、RTX公司和诺斯罗普・格鲁曼，均给予“买入”评级 对洛克希德・马丁、通用动力和博思艾伦则首次给予“中性”评级 [5][9] - 杰富瑞首次覆盖莫德纳，给予“持有”评级及30美元目标价，表示2026年其新冠及RSV疫苗海外销售额有望增长，同时运营费用预计下降约8%，但仍需更多业绩增量达成指引 [5][11] - 瑞银首次覆盖AppFolio，给予“买入”评级及285美元目标价，渠道调研显示该公司暂无支出放缓迹象，也未面临新增的竞争压力 [5][11] - 加拿大皇家银行旗下考恩首次覆盖泰勒科技，给予“买入”评级及650美元目标价，称其为“公共部门市场的领先供应商”，有望依托2027-2028年加速的云迁移项目，实现20%的可持续SaaS业务增速 [6][11] - 杰富瑞首次覆盖贝吉獾仪表，给予“买入”评级及220美元目标价，补充称该股近期回落为这只具备“高个位数有机增长复利能力”的标的提供了“颇具吸引力的入场时机” [6][11]