增收不增利,Lululemon不能只靠中国市场

北京商报
Yesterday

当国际市场计划开设的25至30家新店中大部分将出现在中国之际,Lululemon在这里的布局正在加速。近日,Lululemon发布2025年财报,净营收增长、净利润下滑。在业绩整体放缓的背后,中国市场成为亮点,大本营美洲市场却呈现下滑。显然,随着瑜伽服饰以及运动户外市场竞争的不断加剧,Lululemon或许不能依靠单一高增长市场恢复到曾经的速度,而如何协调布局,成为Lululemon需要克服的难题...

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