Key Takeaways LULU leads U.S. women's activewear with global scale, but faces soft demand and tariff-driven margin pressure.Under Armour sharpens focus on performance categories, streamlines assortments and targets brand elevation.UAA trades at a premium valuation on turnaround optimism, while lululemon remains de-rated versus history.Once dominant in their respective corners of the athleticwear market, lululemon athletica inc. (LULU) and Under Armour Inc. (UAA) now stand at the crossroads. lululemon has ca ...

Key Takeaways LULU expects Q4 FY25 revenues and EPS at the high end of guidance after solid holiday traffic and execution.Management sees no Q4 FY25 margin or expense changes as global growth offsets North America pressure.lululemon leverages innovation, omnichannel and the Power of Three X2 plan for long-term expansion.lululemon athletica inc. (LULU) struck a more confident tone at the end of the fourth quarter of fiscal 2025, citing strong holiday demand that is tracking results toward the high-end of its ...

露露乐蒙（LULU）周一尾盘上涨2.5%。该公司本周为投资者提供了增持的理由，因公司对即将公布的 2025年第四季度业绩展现出更为乐观的基调。管理层表示，盈利和收入现预计将落在此前指引区间的高 端，推动股价上涨。 该公司首席财务官梅根⋅弗兰克（MeghanFrank）表示，前景改善反映了假日季表现好于预期。露露乐蒙 重申其第四季度收入区间为35亿美元至35.85亿美元，每股收益（EPS）指引为4.66美元至4.76美元。收 入区间的上限略高于华尔街预期，尽管每股收益仍小幅低于市场共识。 这种乐观情绪紧随一个稳健的第三季度而来，当时露露乐蒙以25.7亿美元的收入和2.59美元的每股收益 超出预期。然而，整体情况并不完全明朗：北美销售额下滑，美国收入下降3%，被国际业务33%的大 幅增长所抵消。 管理层不确定性仍是背景因素之一：随着首席执行官卡尔文·麦克唐纳（Calvin McDonald）准备在今年 晚些时候卸任，创始人奇普·威尔逊（Chip Wilson）正推动董事会改组。目前，投资者关注一件事：假 日季的积极势头能否稳定其核心美国业务。 责任编辑：张俊 SF065 露露乐蒙（LULU）周一尾盘上涨2.5%。 ...

Key Takeaways lululemon reshapes stores with localized assortments, lower product density and better visual merchandising.LULU cited stronger Thanksgiving traffic, higher store visits and better engagement from in-store playbooks.LULU sees modest U.S. improvement ahead as experience-led upgrades help convert visits into purchases.lululemon athletica inc. (LULU) has been actively reshaping its guest experience as part of a broader effort to reinvigorate its U.S. business. Management emphasized that “product ...

Core Viewpoint - Lululemon Athletica anticipates that its fourth-quarter profit and revenue will reach the high end of its previously issued forecasts, driven by a strong holiday season [1] Group 1 - The company expects strong financial performance in the fourth quarter [1] - The positive outlook is attributed to a robust holiday shopping period [1]

此外，沃尔玛(WMT.US)、耐克(NKE.US)和Lululemon(LULU.US)也将出席ICR会议，进行重要的展示与 交流。 华 尔 街 分 析 师 今 年 重 点 关 注 的 、 在 发 布 演 示 与 更 新 后 股 价 有 望 上 涨 的 五 家 公 司 包 括 ： Five Below(FIVE.US)、昂跑(ONON.US)、Planet Fitness(PLNT.US)、爱芬奇(ANF.US)和SharkNinja(SN.US)。 市场预期，这些公司若在会上提前释放第四季度业绩的积极信号，可能引发股价上涨行情。 资料显示，Five Below是一家专业价值零售商，提供针对青少年和青少年人群的商品;昂跑是一个基于技 术、设计和影响力的优质运动品牌;Planet Fitness是美国健身中心的特许经营商和运营商;爱芬奇从事服 装，个人护理产品和配件的零售;SharkNinja是一家产品设计和技术公司，其产品类别包括清洁、烹饪、 食品制备、家居环境和美容产品。 智通财经APP获悉，为期三天的ICR会议将于1月12日至14日在美国佛罗里达州奥兰多举行。由于会议期 间将集中发布大量假日销售数据，以及 ...

Core Viewpoint - The retailer anticipates that its revenue and earnings will be at the high end of previously guided ranges [1] Group 1 - The company is optimistic about its financial performance, indicating strong revenue and earnings expectations [1]

1月12日，加拿大体育用品公司Lululemon宣布，公司目前预计2025财年第四季度净营收和摊薄后每股收 益将接近此前指引范围的高端，此前净营收指引范围为35亿至35.85亿美元，摊薄后每股收益指引范围 4.66至4.76美元。公司对毛利率、销售及行政开支或实际税率的先前指引保持不变。 来源：智通财经 ...

Apparel retailer Lululemon Athletica said on Monday it expects fourth-quarter revenue and profit to be toward the high end of its previous forecast range on the back of strong demand during the holiday season. ...

（文章来源：每日经济新闻） 每经AI快讯，1月12日，LULULEMON盘前股价上涨3.5%。 ...