运动休闲品牌露露柠檬（LULU）今日盘前股价大跌11.52%，引发了市场的广泛关注。
消息面上，公司发布了2026财年第一季度财报，并大幅下调了全年业绩预期。具体而言，公司预计全年营收将在110亿美元至111.5亿美元之间，低于此前预测的113.5亿至115亿美元；同时，全年每股收益预期也从12.10-12.30美元下调至10.95-11.15美元。此外，公司给出的第二季度营收指引也低于分析师平均预期。
此次业绩指引的下调反映了公司增长面临的严峻挑战。公司高管预计第二季度毛利率将因关税成本显著上升和持续业务投资而同比下滑约410个基点。同时，北美核心市场的销售额预计将出现低双位数的同比下降，营收增长趋势不及预期，公司将不得不加大季节性清仓力度以应对库存压力。这些因素叠加，导致市场对公司的短期盈利能力和未来增长前景感到担忧，从而引发了股价在盘前交易时段的大幅下挫。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.