产品仍是lululemon athletica的核心挑战——市场评论

投资观察
May 19

杰富瑞分析师在一份报告中指出,产品设计与商品规划仍是这家运动休闲服饰公司面临的核心难题。分析师表示:“我们持续的渠道调研持续指向一个事实:产品仍是问题所在,且情况仅变得更糟。”他们指出,公司的产品组合每周都在变化,缺乏清晰统一的理念,店铺货架上充斥着各种图案、标识以及质量较低的面料。这标志着其“与当初建立LULU品牌的简洁、性能驱动的美学风格已严重背离”。分析师补充称,lululemon athletica为拓宽市场而进军日常服饰领域的努力,反而稀释了其品牌价值,并使其核心高端客户逐渐流失。“这些问题如今已体现在数据中,”他们指出,消费者购买意愿在三月转为负面,并在四月进一步下滑。

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