运动服饰品牌Lululemon athletica（LULU）今日盘后股价大跌18.68%，引发市场广泛关注。这一剧烈下跌主要源于公司最新财报及业绩展望未能达到投资者预期。
根据财报显示，Lululemon 2025财年收入增长指引仅为5-7%，显著低于市场此前对该公司的高增长预期。尤其是北美市场增长乏力，同店销售增长停滞成为投资者担忧的焦点。虽然公司在国际市场，尤其是中国市场表现强劲，但难以弥补北美市场的增长放缓。
此外，公司库存同比增长9%，超过营收增速，暗示需求预测可能面临挑战。分析师指出，Lululemon当前估值已处于高位，前瞻市盈率为21.49倍，远高于行业中位数。在增长放缓的背景下，市场可能对公司进行估值重估，导致股价承压。有分析认为，基于当前基本面，Lululemon股价可能还有15%-20%的下行空间。
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