来源：国际投行研究报告 雅诗兰黛下跌19% 增长恐慌拖累美股再次下跌！ 疲软的劳动力市场数据和对AI的忧虑进一步拉低美国股市，标普500指数年内转跌。软件股也再次大幅 下跌；比特币下跌13%，拖累Strategy股价下跌19%。 标普500指数信息技术板块下跌1.7%。微软(Microsoft)下跌5%，Salesforce回落4.7%。这轮跌势继续冲击 半导体公司，包括Advanced Micro Devices，该公司收盘下跌3.9%；以及英伟达(Nvidia)，该公司收盘下 跌1.4%。 Alphabet股价下跌0.5%，此前这家谷歌(Google)的母公司表示，今年可能进行最高可达1,850亿美元的人 工智能相关资本投资。高通(Qualcomm)发布的疲软预测拖累了这家芯片制造商的股价，其股价下跌了 8.5%。 雅诗兰黛(Estée Lauder)股价下跌19%，在标普500指数成份股中跌幅最大，此前这家美妆集团表示，预 计今年与关税相关的不利因素将使其利润减少约1亿美元。发动机制造商康明斯(Cummins)股价下跌 11%，创下自2020年3月新冠疫情爆发之初以来的最大单日百分比跌幅。 投资者涌入公 ...

Lululemon Athletica Inc. (NASDAQ:LULU) is one of the stocks that should double by 2030. On January 20, JPMorgan raised the price target on Lululemon to $209 from $203 and maintained a Neutral rating. After having hosted a meeting with the company’s VP of Investor Relations at the ICR Conference, the firm raised its Q4 2025 EPS estimate and is modeling FY 2026 EPS of $12.33, compared to Wall Street at $12.65. Earlier on January 8, Deutsche Bank restarted coverage of Lululemon Athletica Inc. (NASDAQ:LULU) w ...

先是设计端，品牌通过引入奢侈品体系的设计师担任首席设计师，接轨奢侈品设计体系。 和奢侈品高端商圈核心位置让位于高端运动品牌一样，奢侈品高管人才，也在流向高端运动品牌。 去年，波司登聘请LV、Dior 男装艺术总监Kim Jones掌舵AREAL 高级都市线创意总监；2026年伊始，萨洛蒙官宣奢侈品牌 Maison Margiela 的副线品牌 MM6 创意负责人 Heikki Salonen，担任品牌首个创意总监。 市场端操盘手高管的更迭，也同样明显。 今年 1 月，alo任命Alo 任命 Dior 前高管执掌国际业务；lululemon则在两年内连续更换品牌创意和营销总监，新人选均有LV、Armani 等奢侈品从业经验； 而国内市场的迪桑特、FILA，也早在2023年就已陆续吸纳具有奢侈品背景的人才，担任品牌市场部VP。 高端运动品牌已开始从产品到营销，似乎已经全方位向「奢侈品」看齐。 | 维度 | 品牌 | 任命人物 | 职位 | 奢侈品/高端背景 | | --- | --- | --- | --- | --- | | | 波司登 | Kim Jones | AREAL 高级都 市线 创意总监 | Dio ...

运动品牌掌舵人的位置，越来越不好坐了。 当消费市场的发展不同往昔，越来越多的品牌站上了转型的十字路口，高管变动成了窥探行业脉搏的镜子。 换帅只是开始。背后的信号和未来的路，更加需要我们去探索。 10则高管变动，释放出3个行业信号 要摸清行业发展的脉搏，我们还是先来看看一线品牌们的动作。在过去一年的高管变动中，我们挑选出最值得关注的10则动态，涵盖了8个话题不断的行 业巨头和明星公司。 回看过去一年，运动品牌高管层震荡不断。在公司CEO层面，先是迪卡侬首位女性CEO Barbara Martin Coppola提前卸任，又有彪马CEO Arne Freundt突然 离职，临近年底，用7年时间缔造了lululemon业绩飞升的Calvin McDonald也官宣离去。 值得注意的是，如果把时间拉长到过去三年，阿迪达斯、耐克和lululemon相继更换CEO，这意味着国际运动品牌层面的市值前三名，已经全部完成换 血。 总部高管的换血意味着品牌战略方向的调整，而这轮调整同样波及到了中国市场。在2024年更换CEO的耐克和安德玛，其大中华区/中国区负责人位置上 都迎来了新面孔。不仅如此，同在「安踏宇宙」下的亚玛芬和FI ...

Investors with a lot of money to spend have taken a bullish stance on Lululemon Athletica (NASDAQ:LULU).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LULU, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scan ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 更为关键的是，北京三里屯太古里商场工作人员向《次世代潮研所》栏目明确表示："目前我们商场没 有这个店铺，也查不到关于Alo品牌的任何信息。我们也听说过它要入驻的消息，但一直没有后续。" 业内人士判断这更像是营销策略，称"犹抱琵琶半遮面"是欧美品牌常见的市场预热方式，通过持续对外 放风故意营造期待感。 实探网传Alo北京店址 在北京三里屯太古里北区，奢侈品牌LV、Dior、Tiffany & Co等流光溢彩的店铺静静矗立，这也是传闻 中Alo Yoga的中国首店选址之一。 成立于2007年的Alo，以高品质瑜伽及运动服饰起家。近年来，该品牌持续扩大国际布局，业务已覆盖 128 个国家，在26个国家运营着超过100家门店，但迟迟没有进入中国市场。 多方消息指称，备受瞩目的Alo中国首店已悄然步入开业倒计时，两家门店预计将于今年第二季度正式 亮相。据传，其选址已精准落子于京沪两地的顶级商圈核心，其中一家门店就位于北京三里屯太古里北 区，并有消息称其将占据原Jordan World of Flight的三层空间。 文|《次世代潮研所》栏目 闫妍 ...

Company Performance - Lululemon (LULU) closed at $174.50, reflecting a +1.14% change from the previous day, outperforming the S&P 500, which lost 0.43% [1] - Over the last month, Lululemon's shares decreased by 16.97%, underperforming the Consumer Discretionary sector's loss of 3.62% and the S&P 500's gain of 0.89% [1] Upcoming Earnings - The upcoming earnings disclosure is anticipated, with projected earnings per share (EPS) of $4.74, indicating a 22.8% decrease from the same quarter last year [2] - Quarterly revenue is estimated at $3.6 billion, down 0.24% from the previous year [2] Annual Estimates - For the annual period, earnings are expected to be $13.06 per share, reflecting a -10.79% change from last year, while revenue is projected at $11.08 billion, signifying a +4.61% increase [3] Analyst Revisions - Recent changes to analyst estimates for Lululemon indicate short-term business trends, with positive revisions suggesting analyst optimism about the company's profitability [3] Zacks Rank and Performance - Lululemon currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining unchanged over the past month [5] - The Zacks Rank system has a strong track record, with 1 stocks averaging an annual return of +25% since 1988 [5] Valuation Metrics - Lululemon is trading with a Forward P/E ratio of 13.21, which is lower than the industry average of 16.31, suggesting it is trading at a discount [6] - The company has a PEG ratio of 10.65, compared to the industry average PEG ratio of 2.21 [6] Industry Context - The Textile - Apparel industry, part of the Consumer Discretionary sector, has a Zacks Industry Rank of 59, placing it in the top 25% of over 250 industries [7] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [7]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Lululemon signage is seen at a department store on June 05, 2024 in New York City. (Photo by Michael M. Santiago/Getty Images)Getty ImagesLululemon Athletica (LULU) stock has dropped by 20.1% in under a month, declining from $215.88 on January 6, 2026, to $172.54 currently. Investors are reassessing growth expectations amid a tougher consumer spending backdrop and ongoing margin concerns across the apparel space. So, is this a good opportunity to purchase the stock?Buying the dip can be a practical strategy ...

Lululemon's offerings are late to the game — the plush-toy mania is several years old — and is a distraction from what Lululemon is known for, an analyst says, ...