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lululemon's Q2 Earnings Echo Tariff & Cost Headwinds: Buy Now or Sell?
ZACKS· 2025-09-02 00:10
Key Takeaways LULU Q2 sales are projected at $2.53B, indicating 6.9% y/y growth, while EPS is set to fall 10%.Higher tariffs, SG&A deleverage and weak U.S. traffic weigh on margins and near-term profitability.International growth, China momentum and digital initiatives underpin LULU's growth strategy.lululemon athletica inc. (LULU) is likely to witness top-line growth when it reports second-quarter fiscal 2025 results on Sept. 4, after market close. The Zacks Consensus Estimate for fiscal second-quarter sal ...
EssilorLuxottica: Disclosure of Share Capital and Voting Rights Outstanding as of July 31, 2025
Globenewswire· 2025-09-02 00:00
Disclosure of Share Capital and Voting Rights Outstanding as of July 31, 2025 (Pursuant to Article L.233-8 II of the French Commercial Code and articles 221-1 and 223-16 of the General Regulations of the Autorité des Marchés Financiers) Paris, France (September 1, 2025 - 6:00 pm) – As of July 31, 2025, shares and voting rights outstanding of EssilorLuxottica, the global leader in the design, manufacture and distribution of ophthalmic lenses, frames and sunglasses, breaks down as indicated below. July 31, 2 ...
Key Factors for Traders to Watch in Lululemon's Q2 Earnings
FX Empire· 2025-09-01 15:25
CEO Calvin McDonald acknowledged that tariffs have added uncertainty to the business but argued that the brand is “better positioned than most” to weather the current environment. To offset cost pressures, the company plans to implement “strategic price increases, looking item by item across our assortment.”What Does the Company Expect from Q2 Earnings & Full Fiscal Year?The Canadian company expects second-quarter revenue to land between $2.54 billion and $2.56 billion, essentially in line with Wall Street’ ...
Why Fast-paced Mover Guess (GES) Is a Great Choice for Value Investors
ZACKS· 2025-08-29 21:51
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead of their future growth potential. In such a situation, invest ...
果然财经|安踏、波司登双双否认收购加拿大鹅
齐鲁晚报· 2025-08-29 17:33
收购传闻澄清 - 波司登发布港交所公告明确否认可能收购Canada Goose Holdings Inc的媒体报道 称相关报道内容不实且公司无任何应披露而未披露的信息 [1] - 安踏于28日晚间发布公告澄清其并非该潜在收购交易的一方 [1] - 两家中国服装行业龙头企业双双否认收购加拿大高端羽绒服品牌加拿大鹅的传闻 [1]
今年的七夕广告,最火的是「无性爱」和「姬圈暧昧」?
36氪· 2025-08-29 08:10
以下文章来源于潮生TIDE ,作者J、面条 潮生TIDE . 36氪旗下生活方式内容品牌。潮来潮去,生活不息。 9大品牌的七夕营销战。 文 | J、面条 编辑 | 杨柳 来源| 潮生TIDE(ID:chaoshengTIDE) 封面来源 | Balenciaga 又是一年七夕,又到了各大品牌换着花样营销的重大节点。 我们一口气盘点了9家,发现两个有意思的趋势。 第一, 传统那一套"你侬我侬"的爱情叙事正在退场, 取而代之的是各种"翻新"的主题:有人主打"爱自己",有人玩起"品牌 CP",还有人干脆抛下恋爱,转去聊城市和文化。 第二, 品牌想传达的主题和网友的真实感受之间,存在着巨大反差 ——品牌讲浪漫,网友却在评论区示爱、帮"哥哥"造势,甚 至品评、调侃起视频的拍摄手法。 总的来说,今年的七夕策划更像是一场 "品牌答题、网友解构" 的大型互动。浪漫未必打动人心,但出圈的话题永远能抢到流 量。让我们看看,在这场节日营销的暗战中,谁真正读懂了年轻人,谁又在自说自话? 今年七夕,LOEWE坚持一贯的调性——用多元而有创意的方式讲故事。和其他品牌的常规广告不同,这次他们玩起了新花样: 第一次用 "短剧" 的形式来宣传 ...
运动品牌扎堆卷“凉感”,不全因天气热
36氪· 2025-08-29 08:07
防晒衣市场竞争态势 - 各大运动品牌及休闲服装品牌纷纷进入防晒衣赛道 产品UPF防晒值已突破2000 而国标最高防护等级仅为UPF50+(阻挡率98%)[1] - UPF50与UPF2000在消费者认知中差异缩小 防晒功能逐渐成为基础配置[1] 凉感概念市场表现 - "凉感"搜索量在抖音平台呈现爆发式增长:2022年6776 2023年7182 2024年飙升至4.8万(同比增长264.50%) 2025年突破5.4万(增长41.23%)[1] - 防晒凉感面料制成的"夏日薄系"单品站外声量同比激增190% "冰感""冷感""绵绵冰"等衍生词汇同步涌现[1] 品牌产品战略布局 - 安踏推出冰肤科技系列 阿迪达斯推出搭载CLIMACOOL清风科技的冰风Tee 蕉下推出AirLoop3.0黑科技凉感纤维[2] - 鸿星尔克极地云冰棉T恤宣称"世界持续凉感时间最长的棉质T恤"[2] 凉感技术区域特性 - 凉感是高度本土化概念 欧美市场以吸湿速干为主 亚太市场(尤其中国)因日常出行和轻户外场景需求对凉感更敏感[5] - 亚太地区凉爽面料市场预计复合年增长率达9.1% 为全球最快增长区域[5] 消费场景差异化 - 中国户外消费呈现生活化、轻量化特征 以郊野徒步、城市慢跑、露营等"轻户外"为主 欧美则以高强度户外活动为主[7] - 小红书指出"轻量体验"位列影响用户运动户外行为的六大趋势首位[7] 凉感产品市场定位 - 凉感服饰填补市场空白:比普通T恤更具功能卖点 比专业运动服更日常实穿[7] - 高温纪录刷新推动冰凉贴、凉感抱枕到凉感服饰形成巨大"降温消费"市场[7] 营销策略转型 - UPF防晒值营销进入疲劳期 品牌竞争同质化严重[8] - "凉感"概念降低教育成本 通过短视频、直播等形式直观展示 推广成本极低[8] 产品溢价策略 - 基础款T恤心理价位难超百元 添加"凉感""防晒""抗菌"等功能后可实现更高定价[8] - 功能叙事为品牌提供更强购买理由和溢价空间[8] 可持续发展结合 - 凉感衣物可减少对空调等制冷设备依赖 降低能源消耗与碳排放[10] - 材料研发引入生物基聚酯纤维等可再生原料 将凉感功能与可持续路径结合[10] 凉感技术原理分类 - 增强面料导热性能:添加玉石粉、云母片等矿物质[12] - 提高织物吸湿导水能力:通过水分蒸发带走热量(如优衣库AIRism系列、Coolcore技术)[14] - 微胶囊相变材料:吸收转化热量(如Outlast®技术)[16] 国际品牌技术矩阵 - Nike的Dri-FIT ADV使用聚酯纤维+尼龙网眼 克重150-200g/m² 价格$12-18/码[17] - Columbia的OutDry Extreme®使用尼龙+无PFC涂层 克重190-230g/m² 价格$20-28/码[17] - Uniqlo的AIRism®使用棉+聚酯超细纤维 克重120-160g/m² 价格$8-14/码[17] 中国品牌技术统计 - 鸿星尔克极地云冰棉TM使用棉+纳米木糖醇凉感涂层 克重180-220g/m² 价格¥8-12/码[18] - 安踏冰感科技2.0使用聚酯纤维+玉石颗粒 克重160-200g/m² 价格¥10-15/码[18] - 特步冰氧科技使用聚酯纤维+微胶囊相变材料 克重140-180g/m² 价格¥9-13/码[18] 行业标准规范 - 中国国家标准GB/T 35263-2017规定接触凉感系数(Q-max)≥0.15 J/(cm²·s)为具凉感性能[18] - 持续凉感标准T/CNGA 23-2021计算穿着一小时后的凉感效果 但目前市面产品罕有应用[19] 技术发展瓶颈 - 多数凉感产品仅提供瞬时凉感 持续凉感技术是行业突破难点[23] - 防晒衣吸收紫外线后能量转化为热量 导致衣物闷热 未来需发展反射型防晒技术[23] 未来发展方向 - 开发凉感功能可视化(如迪桑特在后背设计凉感印花)实现功能性外显[24] - 叠加吸湿速干、抗菌、防晒、耐磨等复合功能属性及多场景应用[24] - 材料技术IP化与品牌化(如CoolMax®、GORE-TEX®模式)构建差异化竞争优势[24]
Vera Bradley, Inc. Announces Reporting Date for Second Quarter Fiscal Year 2026 Results
Globenewswire· 2025-08-29 04:15
FORT WAYNE, Ind., Aug. 28, 2025 (GLOBE NEWSWIRE) -- Vera Bradley, Inc. (Nasdaq: VRA) (the “Company”) today announced that it plans to report results for the second quarter ending August 2, 2025 of fiscal year 2026 (fiscal year ending January 31, 2026) at 8:00 a.m. Eastern Time on Thursday, September 11, 2025. The Company will host a conference call to discuss its financial results at 8:30 a.m. Eastern Time that same day. A live webcast of the conference call will be available on the Investor Relations sect ...
Here is Why Growth Investors Should Buy Ralph Lauren (RL) Now
ZACKS· 2025-08-29 01:46
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth S ...
Is lululemon Women's Category Growth Enough to Offset Margin Strains?
ZACKS· 2025-08-29 00:16
Key Takeaways lululemon's women's revenues rose 7% in 1Q25, driven by strong demand across core franchises.Margin headwinds stem from tariffs, higher occupancy, FX losses and increased SG&A spending.Launches like No Line Align show robust demand, but cost controls and pricing moves are vital.lululemon athletica inc.’s (LULU) women’s business remains at the core of its brand identity and long-term growth strategy. The company continues to see strong traction across women’s franchises, including Align, Daydri ...