Lululemon销售恶化疑问重重 引发市场深度忧虑

投资观察
Sep 04

美东时间07:48,Stifel分析师指出,投资者对lululemon athletica(Lululemon Athletica)业绩大幅下滑的背后原因,仍存有大量未解之谜。该公司第二季度销售额骤降,并再度下调业绩指引,股价随之暴跌20%。分析师观察到,lululemon在北美市场的业务持续萎缩,而此前一直担当区域销售增长主力军的中国大陆市场,也出人意料地出现了逆转态势。鉴于当前市场可见度不佳、客流量趋势疲软,加之对中国市场增长潜力的新疑虑,分析师认为,该股理应享有估值折价。

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