Lululemon (LULU) came out with quarterly earnings of $2.54 per share, beating the Zacks Consensus Estimate of $2.38 per share. This compares to earnings of $2.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.72%. A quarter ago, it was expected that this athletic apparel maker would post earnings of $5.01 per share when it actually produced earnings of $5.29, delivering a surprise of 5.59%.Over the last four quarters, the c ...

The days of Lululemon’s U.S. growth may be over, but it seems that international shoppers are now springing for the North American athleisure look.The Canada-based athletic apparel retailer shared Wednesday (June 5) in its first-quarter fiscal 2024 earnings results that while sales in the Americas only increased 3%, international sales rose 35%, driven by a 45% surge in sales in China.“Our business remains strong in every international market in which we operate, as our brand is resonating with guests acros ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

A staff member holds a thermometer to measure the temperature of a customer at an entrance to a Lululemon store, following the coronavirus disease (COVID-19) outbreak in Shanghai, China June 21, 2022. Picture taken June 21, 2022.Lululemon's growth in the Americas, its largest market, appears to be stalling after the retailer on Wednesday reported flat comparable sales in the region and weak guidance for the current quarter. The athletic apparel retailer handily beat Wall Street's earnings estimates, but onl ...

净收入 - 第一季度2024年净收入增长10%，达到22亿美元，按恒定汇率计算，净收入增长11%[58] - 美洲地区净收入增长3.5%，中国大陆净收入增长44.6%，其余地区净收入增长26.8%[62] 毛利润 - 毛利润增长10.8%，达到12.43亿美元，毛利率提高20个基点至57.7%[59] - 毛利率提高主要是由于产品利润率增加120个基点，部分抵消了租金成本和分销中心成本的增加[64] 费用 - 销售、一般和管理费用增长12.7%，主要是由于运营渠道成本和总部成本的增加[66] - 净外汇汇率和衍生品重估损失减少200万美元，部分抵消了销售、一般和管理费用的增加[68] 运营利润 - 2024年第一季度，美洲地区的运营利润为564,840千美元，同比下降2.8%[70] - 2024年第一季度，中国大陆地区的运营利润为119,778千美元，同比增长62.1%[71] - 2024年第一季度，其他地区的运营利润为66,681千美元，同比增长52.3%[71] 现金流 - 2024年第一季度，现金及现金等价物为1,900,672千美元[85] - 2024年第一季度，运营活动提供的总现金为127,524千美元，同比增长82,021千美元[81] - 2024年第一季度，投资活动使用的总现金为131,537千美元，同比减少6,682千美元[82] - 2024年第一季度，融资活动使用的总现金为328,628千美元，同比增加213,229千美元[83] 其他 - 公司在2024年第一季度与2023年同期相比，由于美元汇率波动，收入减少了2180万美元[89] - 公司持有的外汇衍生品净公允价值为270万美元[90] - 公司的承诺循环信贷额度为4亿美元[91] - 公司持有的现金及现金等价物为19亿美元[92] - 公司认为信用风险较小，通过与信誉良好的金融机构进行交易来降低风险[94]

Exhibit 99.1 LULULEMON ATHLETICA INC. ANNOUNCES FIRST QUARTER FISCAL 2024 RESULTS BOARD OF DIRECTORS AUTHORIZES $1.0 BILLION INCREASE IN ITS STOCK REPURCHASE PROGRAM Revenue increased 10% to $2.2 billion Comparable sales increased 6%, or increased 7% on a constant dollar basis Diluted EPS of $2.54 Vancouver, British Columbia – June 5, 2024 – lululemon athletica inc. (NASDAQ:LULU) today announced financial results for the first quarter of fiscal 2024, which ended on April 28, 2024. Calvin McDonald, Chief Exe ...

文章核心观点 - Lululemon Athletica (LULU)股价下跌0.5%,目前报收于$305.40,公司将于今日盘后发布第一季度财报 [1] - 分析师预期公司将报告每股收益$2.38,营收$21.94亿,但担心销售增长放缓以及来自Alo和Vuori等新品牌的竞争 [1] - 今年以来,LULU是标普500指数中表现最差的股票之一,下跌40.5% [2] - 公司股价自3月中旬跌破200日均线后一直承压,5月28日触及52周新低$293.03,摩根士丹利将目标价下调至$404 [2] - 但历史数据显示,LULU在6月份通常表现较好,过去10年中有8次上涨,平均涨幅8.9% [3][4] 行业分析 - 公司股价近期表现不佳,主要受到销售增长放缓和竞争加剧的影响 [1] - 但从技术面来看,公司股价已处于"超卖"区域,可能会迎来短期反弹 [4] - 此外,公司往往在财报公布后次日表现良好,过去8次中有5次上涨,平均涨幅8.9% [4] - 本次财报市场预期公司股价将出现15.3%的较大波动 [4]

文章核心观点 - Lululemon是一家受欢迎的运动服装零售商,过去多年其股价一直是华尔街的宠儿[1] - 但Lululemon今年股价下跌46%,主要是由于公司给出的2024财年业绩指引低于分析师预期[2] - 尽管如此,Lululemon仍有望在2023财年实现10%-11%的营收增长,保持良好的扩张态势[2] 公司表现和估值分析 - Lululemon连续15个季度超越了盈利预期,但最近一季度的疲弱前景导致股价大跌[4] - 尽管面临消费疲软的担忧,Lululemon预计2023财年第一季度营收仍将同比增长10%至22亿美元,每股收益也将增长4%至2.38美元[5] - 从历史表现来看,Lululemon过去5年股价上涨75%,10年涨幅达600%,远超同行业和大盘[7] - 目前Lululemon的市盈率仅为21.7倍,处于历史最低水平,较历史中位数35.5倍有38%的折价[8]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Lululemon (LULU) .Lululemon currently has an average brokerage recommendat ...

lululemon athletica inc. (LULU) is likely to witness top and bottom-line growth when it reports first-quarter fiscal 2024 results on Jun 5, after market close.The Zacks Consensus Estimate for fiscal first-quarter sales is pegged at $2.2 billion, indicating a 9.9% increase from the year-ago quarter's reported figure. The consensus estimate for the company's fiscal first-quarter earnings is pegged at $2.39 per share, suggesting a 4.8% rise from the year-ago quarter’s actual. Earnings estimates have been uncha ...