Stifel分析师在一份研究报告中指出，在lululemon athletica大幅下调其全年业绩展望后，其盈利能力的持续性正面临严峻质疑。分析师们表示：“其北美核心市场在四月和五月进一步恶化，而公司对2026年第二季度北美市场销售额将录得低双位数百分比下滑的指引，与我们的预期存在显著差距。”他们分析认为，该公司在美国本土市场所面临的挑战，短期内并无显而易见的解决方案。更深层次的结构性竞争压力与品牌形象问题，其修复过程可能需要数季度乃至数年的时间。尽管lululemon的国际增长引擎依然保持运转，但其动力尚不足以抵消本土市场遭遇的逆风。因此，分析师预计，公司的可比销售额至少在2027年上半年之前都将持续为负，而非如先前所期在今年晚些时候迎来转机。受此影响，lululemon股价在早盘交易中重挫9%。
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