分析 | 越南产、中国卖、北美赚:lululemon高增长背后的供应链三角

IP财经
12 Jun

‌引言:在运动服饰的激烈赛道中,lululemon(LULU.US)一直是个独特的存在。其最新发布的 2025 财年第一季度财报,再次成为市场焦点。报告期内,全球净营收同比增长 7% 至 24 亿美元,营业利润为 4.39 亿美元,同比增长 1%,净利润达 3.15 亿美元,虽同比下滑 2.13%,但每股摊薄收益 2.60 美元却超出市场预期。这些数据背后,暗藏着 lululemon 在全球市场的...

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