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)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","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":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","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/hant/news/2641014923"},"companyName":"老虎證券"},"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_TW&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: 12.5px; color: #7E829C; margin: 0;}\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<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2026-06-05 23:40</p>\n</div>\n</div>\n</h4>\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</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票月供概念","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"}}}