智通财经APP获悉，周五，lululemon athletica(LULU.US)大跌超18%，报269.79美元。消息面上，该公司公布的2025财年第一季度业绩、以及下调全年盈利指引，引发了人们对激烈竞争和关税政策可能正在破坏该公司雄心勃勃增长计划的担忧。财报显示，Lululemon Q1净营收同比增长7%至23.7亿美元，略高于分析师平均预期的23.6亿美元。净利润为3.14亿美元，低于上年同期的3.21亿美元。
对于2025年全年，该公司预计，营收在111.5 亿美元至 113 亿美元之间，分析师平均预期为112.4 亿美元;预计全年每股收益在 14.58美元至14.78美元之间，此前预期为14.95至15.15美元，分析师平均预期则为14.89美元。Lululemon在财报中指出，美国4月征收的关税提高了其在美国开展业务的成本，可能会导致“盈利能力大幅下降”。
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