Lululemon Seen With Uneven Demand -- Market Talk

Dow Jones

12/13

1129 ET - Demand for Lululemon's products appears uneven given concentration around shopping holidays and promotion-seeking behavior, Stifel analysts say in a note. The athleisure retailer's demand and traffic trends in the U.S. decelerated after the Thanksgiving holiday, and revenue trends in its core Americas business decelerated in the fiscal third quarter on a sequential basis, the analysts say. Such lumpy trends will likely persist into fiscal 2026, keeping the stock range-bound until the Americas business stabilizes, they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

December 12, 2025 11:29 ET (16:29 GMT)

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The athleisure retailer's demand and traffic trends in the U.S. decelerated after the Thanksgiving holiday, and revenue trends in its core Americas business decelerated in the fiscal third quarter on a sequential basis, the analysts say. Such lumpy trends will likely persist into fiscal 2026, keeping the stock range-bound until the Americas business stabilizes, they say. (kelly.cloonan@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 12, 2025 11:29 ET (16:29 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4504","symbol_name":"桥水持仓","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2591688691","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2591688691","pubTimestamp":1765556940,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1129 ET - Demand for Lululemon's products appears uneven given concentration around shopping holidays and promotion-seeking behavior, Stifel analysts say in a note. The athleisure retailer's demand and traffic trends in the U.S. decelerated after the Thanksgiving holiday, and revenue trends in its core Americas business decelerated in the fiscal third quarter on a sequential basis, the analysts say. Such lumpy trends will likely persist into fiscal 2026, keeping the stock range-bound until the Americas business stabilizes, they say. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4504":"桥水持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LULU":"lululemon athletica","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4202":"服装、服饰与奢侈品","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC"},"translate_title":"Lululemon需求不平衡——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LULU":0.9},"content_text":"1129 ET - Demand for Lululemon's products appears uneven given concentration around shopping holidays and promotion-seeking behavior, Stifel analysts say in a note. The athleisure retailer's demand and traffic trends in the U.S. decelerated after the Thanksgiving holiday, and revenue trends in its core Americas business decelerated in the fiscal third quarter on a sequential basis, the analysts say. Such lumpy trends will likely persist into fiscal 2026, keeping the stock range-bound until the Americas business stabilizes, they say. (kelly.cloonan@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 12, 2025 11:29 ET (16:29 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}