纺织服装海外跟踪系列六十:露露乐蒙一季度中国市场环比降速 全年维持收入指引下调利润指引

国信证券股份有...
07 Jun

事项:公司公告:2025年6月6日,Lululemon披露截至2025年5月4日的2025财年一季度业绩,营收同比增长7%(不变汇率+8%)至23.71亿美元,毛利率提升60bps至58.3%;经营利润增长1%至4.39亿美元,稀释EPS为2.60美元。国信纺服观点:1)核心观点:一季度收入符合指引,利润好于指引,中国市场持续引领增长但环比降速,全年维持收入指引,受关税影响下调利润指引;2)...

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