lululemon(LULU)

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LULU Downgrade, KMX Earnings Slide, SBUX Layoffs
Youtube· 2025-09-25 14:01
as we take a look at some of the names to watch. Diane King Hall is with us, host of Morning Movers here taking a look some of the names. And so we'll start off Diane with CarMax.Tell us a little bit about that story. >> A really, really bumpy road for CarMax that no pun intended there. The stock is down even sharper during trading than what was indicated in the pre-market.So the stock taking a big hit this morning off by about 20% off the back of its latest result. missed expectations on both the top and b ...
道指开盘跌0.3% 标普500跌0.6%,纳指跌0.9%
新浪财经· 2025-09-25 13:35
来源:滚动播报 甲骨文跌4.2%,Rothschild & Co Redburn给出 "卖出" 评级。Transocean暴跌16.5%,计划以每股3.05美元 增发1.25亿股,该价格远低于周三 3.64美元的收盘价。Lululemon下跌2%,此前Needham将其评级从"买 入"下调至"持有"。英特尔涨超5%,计划Q4针对 "Raptor Lake" 处理器提价超10%。 ...
Lululemon股价盘前下跌2%
每日经济新闻· 2025-09-25 10:08
每经AI快讯,9月25日,Lululemon股价盘前下跌2%,此前Needham将其评级从"买入"下调至"持有"。 ...
HSBC Downgrades lululemon athletica (LULU) Stock to Hold
Yahoo Finance· 2025-09-24 13:54
lululemon athletica inc. (NASDAQ:LULU) is one of the Best Undervalued Stocks to Invest in According to Reddit. On September 11, HSBC downgraded the company’s stock to “Hold” from “Buy” with a price objective of $175, down from the prior target of $275. As per the firm, lululemon athletica inc. (NASDAQ:LULU) has an uphill battle when it comes to turning around the U.S. business. The company provided a grim FY 2025 outlook because of its ongoing corrective measures, tariff impacts, and the end of De minimis ...
Lululemon Is Down 57% in 2025. Is This a Once-in-a-Lifetime Buying Opportunity Before the Stock Goes Parabolic?
The Motley Fool· 2025-09-24 08:05
The athleisure apparel retailer faces tough macro and competitive headwinds.Lululemon (LULU -0.13%) was one of the market's hottest apparel stocks. The yoga and athletic apparel maker's shares closed at a record high of $511.29 on Dec. 29, 2023, marking a 5,581% gain from its split-adjusted IPO price of $9 in July 2007. At the time, the bulls were dazzled by its robust growth and rosy long-term outlook.But today, Lululemon's stock trades at about $166. It declined nearly 57% in 2025, even as the S&P 500 adv ...
Baird下调Lululemon(LULU.US.US)评级,耐克携手SKIMS搅局高端运动服饰
智通财经网· 2025-09-24 07:35
智通财经APP获悉,Lululemon(LULU.US.US)在第二季度财报表现令人失望,且前景意外出现轻微逆风 后,Baird 周二将其评级由"买入"下调至"中性",并将目标价下调 13%,至 195 美元。 尽管新设计团队主导的大规模产品改革带来乐观预期,但新设计方向及市场接受度目前仍存在不确定 性,投资者至少需要六个月才能评估这些变革的实际效果。此外,Lululemon还面临多重风险:美洲经 济复苏放缓可能抑制消费需求,关税压力与"最低限度"免税政策终止将进一步挤压利润空间。 从股价表现看,该股周二微跌0.1%收于173.33美元。虽然自9月12日创下五年半新低159.87美元后反弹 8.4%,但2025年累计跌幅仍高达54.7%。尽管当前估值因大幅下跌显得"诱人",但阿尔特施瓦格认为销 售不确定性过高,暂不推荐买入。他表示更倾向于在确认盈利修正周期结束后介入,并重申对品牌长期 价值的看好。 此次评级下调后,在FactSet追踪的34位分析师中,仅8位维持"买入"评级,较8月底减半;分析师平均目 标价三周内暴跌31%至187.65美元,市场情绪显著转空。 Baird分析师马克·阿尔特施瓦格在给客户的研究 ...
为什么最受欢迎的健身服还是黑白灰?
36氪· 2025-09-24 00:11
运动品牌的货架上、橱窗里最显眼的位置,摆着最近上新的柔和奶油黄和雾绿色,可走进健身房,跑步机上的人十有八九穿的还是黑色紧身裤。 并不是说亮色没有存在感,过去两年,社交媒体带动了「多巴胺穿搭」的热潮,荧光绿、亮粉红让健身房一度像个舞台。 但热度过去,消费者真正留在衣柜里的,往往还是那几条百搭的黑白灰。就像快时尚里的爆款潮色,往往只是短期点燃氛围,却很难成为高频复购。 甚至在户外风靡的各种徒步、越野露营活动中,黑色冲锋衣依然是最安全的选择。无论在训练、通勤还是户外,黑白灰似乎一直是运动服饰的「基本 盘」。那些在橱窗里闪耀的限定色,在真实场景里似乎总是退居配角,而最受欢迎的,还是黑白灰。 而真正从消费角度分析,黑白灰意味着功能上的耐用、心理上的安全感,以及消费逻辑上的高频复购。它们能隐去汗渍、不挑搭配,让人少一点「被注 视」的紧张,同时也经得起高频穿着。相较之下,亮色往往更适合拍照或社交分享,却难以成为真正的衣橱常客。 对品牌而言,这种消费习惯也在重塑营销策略:一方面,要用黑白灰稳住销量和功能需求;另一方面,又要靠限定色和联名款制造新鲜感,满足消费者偶 尔「想要特别一点」的心情。因此,有热度的是「多巴胺」,但真正受 ...
Another Lululemon bull jumps ship. Here's why the troubles are far from over.
MarketWatch· 2025-09-23 20:53
Baird's Mark Altschwager is the latest analyst to tell investors to stop buying Lululemon's stock, as he sees a rise in the amount of marked-down merchandise for sale as a sign that a turnaround at th... ...
Fashion Retail’s $6 Billion Potential in AI Cost Savings
Yahoo Finance· 2025-09-23 18:32
There are still more questions than answers on artificial intelligence — What will AI change? Will it be smarter than us? — but a group of Morgan Stanley analysts took a best guess at how the next machine revolution could impact retail costs. The result? Big potential savings as more work becomes automated. More from WWD Morgan Stanley’s AI framework suggested that fashion brands and retailers could see $6 billion in “total cost savings opportunity and potential,” at the midpoint of their estimates. T ...