市场分析:Lululemon在2027年前缺乏增长催化剂

投资观察
Jun 05

Lululemon Athletica第一季度的盈利虽符合预期,但公司却将全年每股收益(EPS)预期大幅下调了约10%。这源于第二季度初显现的疲软趋势,如今预计将导致全年销售额与上年持平或下降1%,而此前的指引是增长2%至4%。

分析师在一份报告中指出,负面社交媒体评论以及部分新品反响平平被认为是罪魁祸首,这使该品牌预计将面临可比销售额趋势恶化、第二季度加大促销力度,以及运营利润率收缩约900个基点的局面。他们补充道,明年的前景也好不到哪里去。

考虑到新首席执行官要到2027年9月才上任,2027年很可能成为另一个过渡之年。受此消息影响,Lululemon股价在盘前交易中重挫12%。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10