金吾财讯 | Lululemon(LULU)盘前大幅承压，报110.55美元，跌11.53%。
消息面上，高端运动服饰品牌Lululemon最新季报营收、盈利数据小幅超出市场预期，当期营收同比增长4%，同店销售额增长1%，扭转此前市场萎缩预期。但公司盈利结构显著承压，低价促销流量占比提升拖累毛利率下行410个基点至54.6%，营业收入同比下滑37%，净利润同比下滑38%至1.95亿美元。
基于业务承压现状，公司大幅下调后续业绩预期，二季度营收、每股收益指引均显著低于前期预判，同时下调2026财年全年营收与盈利目标。管理层表示将优化产品结构、调整经营策略以修复增长动能。业绩与指引双重利空引发资金抛售，公司盘后股价大跌超10%。
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