杰富瑞分析师Randal Konik称,Lululemon的核心产品黑色紧身裤通常很少打折,如今确堆积在折扣店,这对Lululemon来说是个令人担忧的问题,表明该品牌服装的核心需求正在下降。Konik周四在给客户的报告中表示,我们看到品牌衰落的信号,预计未来盈利将面临风险。
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