Lululemon Athletica (LULU) is a Zacks Rank #5 (Strong Sell) despitethe company recently posted a solid beat and the stock has sold off as a result.  This article will look at why this stock is a Zacks Rank #5 (Strong Sell) as it is the Bear of the Day.Description                                              lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Oper ...

作为衡量一家零售企业增长是否健康的重要指标，lululemon的同店销售增长情况也不理想。贡献了7成以上营收的美洲市场，同店销售已经连续好几个季 度出现同比下滑，而在被视作增长引擎的中国内地市场，它一季度的同店销售增速从去年同期的26%猛然掉到了今年的7%。 还有新对手的追击。 Randal Konik是国际投行Jefferie的分析师，他可能也是lululemon 的头号「黑子」。从2022年开始，Konik对lululemon的股票评级就低于大盘，时不时强调 这家公司未来可能面临的风险。而如今，他显然一语成谶。 进入2025年以来，lululemon已经接连发布了两份让人大跌眼镜的季报。今年上半年，它的营收只同比增长6.9%到48.96亿美元，同期库存却增加了19.5%。 与此同时，它的净利润还同比下滑了4%到6.85亿美元，是公司自2021年以来首次净利润下滑。 由于业绩太过拉胯，lululemon的股价今年以来已经腰斩，还成了今年标普500中表现最差的个股。 一切都来得太突然了——要知道2022年时，营收不到阿迪达斯1/3的lululemon，市值一度超过了后者。而现在，巴克莱、美银、汇丰和罗氏柴尔德 ...

Lululemon is going through a bad stretch, but the underlying business still shows promise.Lululemon Athletica (LULU 2.48%) has a cultlike following, with stores that are often crowded with customers. That's good news for the business, but what exactly is the business? On the surface, Lululemon sells athletic wear. But when you look at the price tags on its clothing, it becomes clear that the products it sells are luxury items.Here are three things you need to understand before you buy the stock.1. Fashion i ...

我的疑问是，一个户外运动品牌，去高原上放烟花，请问这有什么因果关系。 今天要讲一个挺专业的事，就是大数据时代，数据是否真的帮助到了大公司决策。 因为今年以来，商业领域出现了好几个案例，你能明显感觉到，在商业决策中，数据参考变多了，人的感性变 少了，最终效果其实未必如预期。 最典型的就是前两天高原烟花秀，我们先不谈破坏生态的问题，只谈品牌传播问题。 他是加强了品牌调性还是建立了认知区分？ 比如什么城市出走计划，包括今年很多个性店铺的主理人画风，要的就是这一股不食人间烟火的范。 听起来符合逻辑，但有一个问题：那真正的高端品牌是这么干的吗？答案不是啊。 比如保时捷。按许多人逻辑，保时捷属于高端品牌，所以我应该去强调阶级差异，强调车主的非同凡响，搞什 么有的产品你只能仰望是吗？ 但他们没有，他们打的是什么？ 当男孩看上了一台跑车，这个跑车也看好这位男孩。 耐克公司赞助世界冠军，世界冠军都穿我们的跑鞋，一些公司刻画普通人，表示伟大源自平凡，这个逻辑也说 得通吧？ 但一个户外品牌去高原放烟花，这个逻辑在哪？ 有人说始祖鸟要走户外高端路线，而高端产品的品宣，往往就会往这些不明觉厉又颇具逼格的艺术上靠。 他们反而在打莫欺少年 ...

lululemon athletica inc. (NASDAQ:LULU) is one of the stocks Jim Cramer shed light on. A caller who bought the stock at around $334 in early June asked if they should hold and recover losses or sell the position entirely. Cramer replied: “Well, I think it has fallen too far. It’s down 50%. I think that Calvin McDonald is a person of great wisdom, and I do think that you can catch a bounce. I don’t want to say more than that because I think the prices are too expensive and it’s not differentiated enough, an ...

One of the most negatively impacted consumer discretionary brands in 2025 has been lululemon athletica (NASDAQ: LULU ). The stock has dropped more than 60% to ~$170 after trading above $400 at the beginning of the year.German Buy-Hold-Check investor. With a master's degree in engineering and management, I am able to understand, quantify, and interpret both the economics and (to some point) the technology of companies.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of th ...

One of the most negatively impacted consumer discretionary brands in 2025 has been lululemon athletica (NASDAQ: LULU ). The stock has dropped more than 60% to ~$170 after trading above $400 at the beginning of the year.German Buy-Hold-Check investor. With a master's degree in engineering and management, I am able to understand, quantify, and interpret both the economics and (to some point) the technology of companies.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of th ...

Needham将Lululemon Athletica的评级从"买入"下调至"持有"，目标价为192美元。(格隆汇) ...

Let's get to Jim and stop training. You know, >> Carl, just when you thought that Lulu couldn't go any lower and there was nobody left to downgrade, Edm comes on by to hold. I didn't know anyone was left.It's competitive environment. And the top of Lulu, I've always felt, was when Costco came in against them. Uh, so what can I say.I mean, this company now sells at 11 times earnings. This was the premium. Calvin McDonald, we're still waiting for him to come up with something that makes you feel like you shou ...

Needham downgraded Lululemon Athletica Inc. (NASDAQ: LULU) from Buy to Hold, with shares falling more than 1% in pre-market trading Thursday. The firm said the last 18 months had been disappointing for Lululemon, and while new product launches were expected to lift U.S. sales in 2025, the competitive environment had proven too challenging. Needham also said Street estimates for FY26 were too high, forecasting a mid-single-digit EPS decline compared with consensus expectations for flat performance. Analysts ...