Lululemon若想扭转市场对其品牌的讨论风向,仅靠调整第四季度业绩展望是远远不够的。威廉·布莱尔分析师指出,尽管该品牌在假日季表现强劲,但投资者对管理层决策、美国市场销售复苏时机以及利润压力仍存疑虑,预计这些不确定性将在未来一年持续萦绕。分析师在研究报告中强调:"我们依然认为,Lululemon需要等到春季新品上市后用实际行动证明自身实力,而在此期间几乎看不到任何短期催化剂能推动股价。"
Lululemon若想扭转市场对其品牌的讨论风向,仅靠调整第四季度业绩展望是远远不够的。威廉·布莱尔分析师指出,尽管该品牌在假日季表现强劲,但投资者对管理层决策、美国市场销售复苏时机以及利润压力仍存疑虑,预计这些不确定性将在未来一年持续萦绕。分析师在研究报告中强调:"我们依然认为,Lululemon需要等到春季新品上市后用实际行动证明自身实力,而在此期间几乎看不到任何短期催化剂能推动股价。"
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