We Uncovered The Best Lululemon Labor Day Finds: Up To 50% Offhttps://t.co/6MsFEXQ6Og https://t.co/ZvG5W9yLj0 ...

消费行业有条做品牌的方法论是，你需要找个尽可能细分的切口、面对尽可能细分人群提供产品和服务。但关于品牌 从0到1、从1到10闯出来之后，怎么继续保持增长却成了难题。 lululemon就碰到了这样的困境，它靠给super girl提供瑜伽裤起家，还成了全球第三大百亿美元单一运动品牌，规模仅 次于耐克和阿迪达斯。 但因为新晋品牌的冲击，以及在扩张品类和人群的过程中不再独特，lululemon正在经历增速见顶，股价降到了过去62 月以来的新低。 伴随lululemon的潮起潮落，运动品牌行业正在发生一些变化，Alo Yoga、Vuori等新兴品牌突飞猛进，跑鞋正在成为全 球增速最快的细分鞋服品类之一，低调老牌选手亚瑟士在疫情后增长迅猛，连运动品牌面向大众的叙事逻辑都正在发 生变化…… 本期《硅谷101》，主播麻花将对话懒熊体育的内容负责人郑浩榕，探索体育户外运动的业务逻辑与暗流涌动：上一代 新星为什么走向低谷，新品牌靠着什么迅猛狂飙，这个品类又会有怎样的成长烦恼。它们的起起落落可能不只是公司 本身战略的问题，更关系着人们怎么参与运动、又怎么消费和享受运动。 以下是这次对话内容的精选： 一、lululemon的增长 ...

Key Takeaways lululemon's women's revenues rose 7% in 1Q25, driven by strong demand across core franchises.Margin headwinds stem from tariffs, higher occupancy, FX losses and increased SG&A spending.Launches like No Line Align show robust demand, but cost controls and pricing moves are vital.lululemon athletica inc.’s (LULU) women’s business remains at the core of its brand identity and long-term growth strategy. The company continues to see strong traction across women’s franchises, including Align, Daydri ...

Core Viewpoint - The market anticipates a year-over-year decline in Lululemon's earnings despite an increase in revenues for the quarter ending July 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Lululemon is expected to report quarterly earnings of $2.84 per share, reflecting a year-over-year decrease of 9.8%, while revenues are projected to reach $2.54 billion, a 7% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 0.57% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Lululemon is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.93%, which indicates a bearish outlook [12]. - The stock currently holds a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Lululemon had an earnings surprise of +0.39%, reporting $2.60 per share against an expectation of $2.59 [13]. - Over the past four quarters, Lululemon has consistently beaten consensus EPS estimates [14]. Conclusion - Lululemon does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, suggesting that investors should consider additional factors before making investment decisions [17].

花旗将Lululemon Athletica的目标价从270美元下调至220美元，维持"中性"评级。(格隆汇) ...

以下文章来源于首席消费新观 ，作者七月 首席消费新观 . 你的首席消费推荐官，让消费更有价值，更有趣。 BALEAF——这个被海外消费者称为"买得起的Lululemon"的品牌，凭借一款能装下iPhone的口袋瑜伽裤， 年营收突破10亿元，成为跨境电商领域的"隐形冠军"。据亚马逊官方数据显示，去年黑五网一期间， BALEAF销售额同比增长110%，与此同时，其爆款单品也长期霸占各细分类目Top10。 都知道瑜伽裤的老大是Lululemon，甚至Lululemon以一己之力让瑜伽服细分市场成为金矿，以至于很多人都 在寻找下一个Lululemon。 01 中国瑜伽裤，疯狂偷家lululemon 中国瑜伽裤，杀疯了。 在lululemon以千元瑜伽裤风靡全球之时，最近，一个来自中国福建的品牌，却以20美元的平价瑜伽裤，在 亚马逊连续三年霸榜运动服饰大类第一。 没想到最后是这个中国品牌BALEAF，从一众竞争中跑出来了。它怎么就杀出重围了？ 很多人以为，它能跑出来是靠低价。 毕竟，瑜伽裤市场正经历爆发式增长。据中研普华产业研究院报告，截至2024年底，中国瑜伽相关市场规 模已突破800亿元，年复合增长率保持在15%以 ...

摩根士丹利将Lululemon Athletica的目标价从280美元下调至223美元，维持"持有"评级。(格隆汇) ...

Lululemon Athletica Inc. LULU faces investor concerns over slowing North America growth and rising discounting, but its strong brand, innovation pipeline, and global expansion keep it positioned as a resilient retail growth story.Bank of America analyst Lorraine Hutchinson reiterated the Buy rating on Lululemon, lowering the price forecast from $370 to $300.The firm will release its financial results for the second quarter of fiscal 2025 on Thursday, September 4, 2025.Also Read: Under the Radar: What Privat ...

Key Takeaways lululemon's stock tumbled 37% in 3 months, far underperforming peers and the broader market.Rising tariffs and weak U.S. traffic pressured margins, leading to a trimmed FY25 outlook.LULU trades at a 13.55X P/E, a premium to peers, despite lowered earnings estimates and profit risks.lululemon athletica inc. (LULU) stock has shown a dismal performance in the past three months, most notably after the first-quarter fiscal 2025 results. The stock has recorded a decline of 37% in the past three mont ...

1.LV美妆全球首店在南京德基广场正式开业 图源：小红书应天府府草 8月20日，法国奢侈品牌Louis Vuitton在南京德基广场开设全球首家香水美妆独立精品店。该店是品牌首次将美妆新品优先投放中国市场，全新美妆系列将 于8月25日在中国大陆地区首发并进行全球线上预售。此次新品均为唇膏系列，定价1200元，并推出510元的替换芯。 2.Sporty & Rich限时空间「WELLNESS CLUB」登陆上海张园 8月20日，运动时尚品牌Sporty & Rich宣布全新限时快闪空间「WELLNESS CLUB」正式登陆上海张园。成为品牌继上海新天地后在中国的第二家限时 店。 该店延续纽约旗舰店的设计精神。其户外空间汲取加州原生生态灵感，打造阳光浸润的迷你花园入口处灵动的绿白条纹雨篷洋溢地中海度假氛围，共同营造 宁静温馨的沉浸氛围。该空间展现了Sporty & Rich生活方式精髓，将「健康、美丽、自我珍爱」与「珍惜时光」的理念融入其中，为都市人打造激发灵感、 平衡身心的「动感奢华」绿洲。 3.丹麦高端骑行服品牌 Pas Normal Studios上海旗舰店开业 继今年4月在北京东直门来福士广场开出中国首家 ...