纺织服装业行业跟踪报告:11月制造台企营收表现分化,lululemon北美仍承压、CEO将于26年1月卸任

海通国际
Dec 15

(以下内容从海通国际《纺织服装业行业跟踪报告:11月制造台企营收表现分化,lululemon北美仍承压、CEO将于26年1月卸任》研报附件原文摘录)本报告导读:11月制造台企营收表现分化。25Q3lululemon业绩超预期,中国大陆市场领增,北美市场仍承压。lululemonCEO将于26年1月卸任,预计26春季新品占比达到35%。投资要点:投资建议:外需短期仍待观察25Q4北美在假日旺季、高...

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