异动解读 | Lululemon盘中大涨13.14%,Q3业绩超预期叠加CEO更迭提振信心

异动解读
Dec 12, 2025

运动服饰品牌lululemon athletica(LULU)今日盘中大幅上涨13.14%,成为市场焦点。

消息面上,公司公布的2025财年第三季度业绩显示,营收同比增长7%至26亿美元,可比销售额增长1%(固定汇率下增长2%),稀释每股收益2.59美元,均超市场预期。同时,董事会宣布追加10亿美元股票回购计划,显著增强投资者信心。

此外,公司CEO Calvin McDonald将于2026年1月离职,市场解读为战略调整契机。尽管美洲市场面临竞争压力,中国区33%的营收增长成为亮点。分析师指出,管理层更迭或加速产品创新,以应对核心款式老化问题。

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