Analysts Question Whether Lululemon Cut its Guidance Enough -- Market Talk

Dow Jones

06/05

After Lululemon Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. "The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines," they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

June 05, 2026 11:40 ET (15:40 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hans/news/2641014923"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2641014923\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2641014923?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-05 23:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2641014923","market":"us","top_or_hot":-1,"title":"Analysts Question Whether Lululemon Cut its Guidance Enough -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  After <a href=\"https://laohu8.com/S/LULU\">Lululemon</a> Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. \"The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines,\" they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. (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  June 05, 2026 11:40 ET (15:40 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analysts Question Whether Lululemon Cut its Guidance Enough -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnalysts Question Whether Lululemon Cut its Guidance Enough -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-05 23:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  After <a href=\"https://laohu8.com/S/LULU\">Lululemon</a> Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. \"The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines,\" they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. (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  June 05, 2026 11:40 ET (15:40 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2641014923","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2641014923","pubTimestamp":1780674000,"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":"After Lululemon Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. \"The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines,\" they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"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","LU0823411888.USD":"法巴消费创新基金 Cap","BK4504":"桥水持仓","LULG":"2倍做多LULU ETF-Leverage Shares","LULU":"lululemon athletica","BK4588":"碎股"},"translate_title":"分析师质疑Lululemon下调指引是否足够——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LULG":0.6,"LULU":1.96},"content_text":"After Lululemon Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. \"The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines,\" they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. (kelly.cloonan@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 05, 2026 11:40 ET (15:40 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}