lululemon(LULU)

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Global Gains vs. Domestic Drags: Is lululemon's Balance Shifting?
ZACKS· 2025-10-14 18:41
Key Takeaways lululemon's Q2 results show strong global sales offsetting weaker North American demand.International growth, led by China and Europe, is becoming a key performance driver for lululemon.The company plans to reignite U.S. demand while executing its "Power of Three x2" global expansion roadmap.lululemon athletica inc.’s (LULU) second-quarter fiscal 2025 results underscored a shifting growth equation, robust international momentum, counterbalanced by softness in its core North American market. Wh ...
lululemon,在多元化中出卖了灵魂
3 6 Ke· 2025-10-14 08:25
图中左半部分是香奈儿的hobo和戈雅的托特包,皆是各品牌的当家产品;右边是lululemon的新品。说不上抄袭吧,但时尚敏感度高一点的达人们透露,"这 样的设计背在身上总有些许的不自在。" 纵观近两年的新品,lululemon还是显得着急了些。早年的lulu是拥有一批狂热粉丝的明星品牌,凭借出色的面料以及修身的剪裁,打造了一系列爆款单品。 如今产品肉眼可见变得多元化了,试图承包中产们从头到脚、从都市到户外的穿搭。 但「小众瑜伽品牌」变身无所不卖的「泛运动品牌」的同时,核心系列如Scuba、Softstreme等却面临消费者审美疲劳,包包配饰留下了其它奢侈畅销品的痕 迹,就连这两年入局的运动鞋品类也被粉丝批判"纯纯为爱发电"。 积压的库存、下跌的股价、失去的市场……更如同头顶高悬的达摩克利斯之剑,迫使lululemon开始自降身价,打折、进驻奥莱,加上公开场合管理层多次 谈转型,似乎预示着这个堡垒正摇摇欲坠。 出走多年、变身黑粉头子的创始人Chip Wilson直接自掏腰包在《华尔街日报》买下整版广告,发表了一封致全体董事会的公开信《lululemon:In a Nosedive》,对lululemon发起灵魂 ...
遭遇“身份危机”,从瑜伽裤到全品类的 lululemon 急需一个新人设
3 6 Ke· 2025-10-13 23:18
lululemon 正在经历一场身份危机。 "这种衣服在h&m、zara也能买到,甚至更便宜、更好看。如果是为了买品牌,还是老款 scuba 和 define 比较香。" 当初一条"小黑裤"火遍全球,一己之力 推动瑜伽服成为街头时尚单品,到如今押注男装、鞋履却不被消费者买账,许多 lululemon 忠实消费者表示"越来越看不懂了,像一个快时尚品牌"。 成为比肩Nike、Adidas的运动服饰三巨头后,全品类转型是 lululemon 最近几年战略部署的重中之重。但从目前的市场反馈来看,lululemon 的新品类暂时 没有出现明星产品,王牌的瑜伽业务线也遭受了越来越多外部力量的冲击。 资本市场对此早有感知。开年至今,lululemon 股价下跌超55%,创6年来新低。 几天前,创始人 Chip Wilson 亲自用一封题为《lululemon:急速俯冲》的公开信,将 lululemon 持续一整年的窘迫推向高潮。 Wilson 自费将这封措辞激烈的信件登上华尔街日报,直言 lululemon 面临设计停滞、生意至上、文化迷失等困境,警告品牌必须要破釜沉舟地进行"灵魂 复兴"。 When I founded ...
Jefferies Cuts Lululemon Athletica Inc. (LULU) Price Target Even as Wall Street Expects Sales Growth
Yahoo Finance· 2025-10-13 13:44
Lululemon Athletica Inc. (NASDAQ:LULU) is one of the top stocks in Michael Burry’s stock portfolio. On October 6, an analyst at Jefferies reiterated an ‘Underperform’ rating on the stock and cut the price target to $120 from $150. Jefferies Cuts Lululemon Athletica Inc. (LULU) Price Target Even as Wall Street Expects Sales Growth Eric Broder Van Dyke/Shutterstock.com The price target cut comes amid concerns that the company is facing the same challenges that Under Armour faced between 2015 and 2025, inc ...
Lululemon founder Chip Wilson: Board of directors is real issue at the company
CNBC Television· 2025-10-10 18:45
In a paid advertisement in the journal this week, Lululemon founder Chip Wilson likened the decline of the athleisure brand to a plane crash due to a quote series of mistakes. Lululemon responded in a statement to CNBC denouncing the ad and the company's founder, saying in part, "Chip Wilson has not been involved with the company for a decade, and he continues to make inaccurate and misleading statements about Lululemon, our history, and our board and leadership team. Lululemon shares are down more than 60% ...
lululemon vs. Ralph Lauren: Which Fashion Brand Leads the Industry?
ZACKS· 2025-10-10 16:25
Key Takeaways lululemon and Ralph Lauren showcase contrasting strategies in innovation, heritage and global growth.lululemon faces softer U.S. demand and margin pressure, while RL's earnings estimates rose.RL's premium valuation reflects confidence in its digital growth and strong brand execution.In the dynamic world of fashion and lifestyle apparel, lululemon athletica inc. (LULU) and Ralph Lauren Corporation (RL) embody contrasting strategies yet command strong market relevance. lululemon, born from the a ...
Lululemon founder Chip Wilson: Board of directors is real issue at the company
CNBC Television· 2025-10-10 15:27
Welcome back. In a paid advertisement in the journal this week, Lululemon founder Chip Wilson likened the decline of the athleisure brand to a plane crash due to a quote series of mistakes. Lululemon responded in a statement to CNBC denouncing the ad and the company's founder, saying in part, "Chip Wilson has not been involved with the company for a decade, and he continues to make inaccurate and misleading statements about Lululemon, our history, and our board and leadership team. Lululemon shares are down ...
Lululemon founder Chip Wilson: Board of directors is real issue at the company
Youtube· 2025-10-10 15:27
Welcome back. In a paid advertisement in the journal this week, Lululemon founder Chip Wilson likened the decline of the athleisure brand to a plane crash due to a quote series of mistakes. Lululemon responded in a statement to CNBC denouncing the ad and the company's founder, saying in part, "Chip Wilson has not been involved with the company for a decade, and he continues to make inaccurate and misleading statements about Lululemon, our history, and our board and leadership team. Lululemon shares are down ...
Lululemon founder says brand is 'losing its soul'
CNBC Television· 2025-10-09 18:26
Nosedive and it's losing its soul. After nominating and governance committee failed to safeguard the company's long term vision. So what is the solution for the athleisure maker.According to Wilson, Lulu needs to put product and brand back at the center. Bring entrepreneurship or entrepreneurial ownership, I should say, back onto the board. Empower creative leadership over merchants.Stop chasing Wall Street at the expense of customers, and recommit to the muse, the woman who inspires the brand. Well. Shares ...
Lululemon founder says brand is 'losing its soul'
Youtube· 2025-10-09 18:26
Welcome back. Let's drill down on one retailer, Lululemon. The company's founder, Chip Wilson, taking an ad in the Wall Street Journal, saying the company's in a nose dive and it's losing its soul after nominating and governance committee failed to safeguard the company's long-term vision.So, what is the solution for the athleisure maker. According to Wilson, Lulu needs to put product and brand back at the center. Bring entrepreneurship or entrepreneurial ownership, I should say, back onto the board, empowe ...