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Lululemon China CEO Discusses Consumption Outlook
Youtube· 2025-11-06 14:48
The big news this week, corporate in corporate China, right. You remember Starbucks and the issues they're having there with their foreign units. In fact, when you look at the opposite, some of the success stories, Lululemon, when you look at their specific China unit and the amount of growth they've seen throughout the year is expected into the next few years.So from about early 2020 to $400 million into the expected close to 2 billion off the China business, that's about a5x growth just over five years. R ...
Lululemon sues Costco over alleged sale of ‘dupes' copying $128 pants, $118 hoodies at fraction of price
New York Post· 2025-07-01 23:27
诉讼事件 - Lululemon指控Costco销售其产品的廉价仿制品,包括ABC男士裤子和Scuba连帽衫,价格分别为10美元和8美元,远低于Lululemon的128美元和118美元 [1][2][3] - 公司声称Costco未经授权使用其设计,侵犯知识产权,并试图利用品牌声誉和商誉 [1][3] - Lululemon已向加州法院提起诉讼,要求赔偿经济损失并阻止Costco继续销售相关产品 [1][7] 产品对比 - Lululemon的ABC男士裤子售价128美元,而Costco的仿制品仅售10美元 [2] - Scuba连帽衫在Lululemon售价118美元,Costco的Kirkland Signature仿制品售价8美元 [3] 公司行动 - Lululemon在2024年11月曾向Costco发送警告信,Costco随后下架部分侵权产品,但后来又重新销售类似商品 [4][5] - 公司强调作为创新驱动企业,重视知识产权保护,必要时采取法律行动 [3] - 此前Lululemon曾在2021年起诉Peloton设计侵权,双方于2022年和解并在2023年达成五年合作 [7] 市场表现 - Lululemon股价周二上涨2.2%,但今年以来累计下跌36% [8] - 公司近期下调全年预期,原因包括关税增加、经济不确定性导致需求疲软以及运动品牌竞争加剧 [8]