2月24日，始祖鸟母公司亚玛芬体育披露了截至2025年12月31日的2025财年及第四季度业绩。财报显 示，在2025财年，亚玛芬营收同比增长27%至65.66亿美元；调整后净利润进一步增长至5.45亿美元2024 年为2.36亿美元。 在2025年第四季度，亚玛芬营收同比增长28%至21.01亿美元；调整后净利润为1.76亿美元 ，2024年同 期为0.9亿美元。 其中，中国市场成为亚玛芬业绩增长的重要动力。大中华区全年收入同比增长43.4%至18.6亿美元，在 2024年四季度增速也达到了41.8%。作为对比，亚玛芬北美地区全年收入同比增长14.3%至21.3亿美元， EMEA（欧洲、中东和非洲地区）全年收入同比增长19.3%至18.1亿美元。 而始祖鸟，依旧是亚玛芬的核心动力。在该品牌带动下，亚玛芬的Technical Apparel业务全年收入同比 增长30%至28.6 亿美元。第四季度中，始祖鸟批发渠道增37%，DTC渠道增长 34%。 而李宁、安踏、耐克的销售就没那么好看了。 公告显示，李宁（不包括李宁 YOUNG）在2025年四季度全渠道流水同比录得低单位数下降。线下渠道 （包括零售及批发）录得 ...

Company Performance - Lululemon (LULU) closed at $182.55, reflecting a +1.7% increase from the previous day, outperforming the S&P 500's daily gain of 0.81% [1] - Over the past month, Lululemon shares experienced a loss of 3.7%, underperforming the Consumer Discretionary sector's loss of 2.77% and the S&P 500's loss of 0.25% [1] Upcoming Earnings - The upcoming earnings release is expected to show an EPS of $4.74, representing a 22.8% decline compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $3.6 billion, down 0.33% from the previous year [2] Annual Estimates - For the annual period, the Zacks Consensus Estimates predict earnings of $13.06 per share and revenue of $11.07 billion, indicating changes of -10.79% and +4.57% respectively from last year [3] - Recent changes in analyst estimates suggest a shifting business landscape, with positive revisions indicating analyst optimism regarding Lululemon's business and profitability [3] Analyst Ratings - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Lululemon as 3 (Hold) [5] - Over the past month, the Zacks Consensus EPS estimate has increased by 0.32% [5] Valuation Metrics - Lululemon is trading at a Forward P/E ratio of 14.02, which is below the industry average of 18.25, indicating a discount compared to its peers [6] - The company's PEG ratio stands at 11.31, while the Textile - Apparel industry has an average PEG ratio of 2.29 [6] Industry Context - The Textile - Apparel industry is part of the Consumer Discretionary sector and currently holds a Zacks Industry Rank of 61, placing it in the top 25% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Lululemon (LULU) , which belongs to the Zacks Textile - Apparel industry.This athletic apparel maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 12.91%.For the most recent quarter, Lululemon was expected to post earnings of $2.22 per share, but it ...

lululemon athletica inc. (NASDAQ:LULU) is one of the Cheap NASDAQ Stocks To Buy in 2026. On February 23, lululemon athletica inc. (NASDAQ:LULU) announced the launch of its 100th store in the EMEA region, which is expected to open in Poland on March 13. ​Management noted that this marks a significant milestone in the company’s expansion strategy. The expansion strategy entails a blend of company and franchise-operated stores. The new store in Poland will be a franchise operated by the Arion Retail Group. l ...

lululemon athletica inc. ( LULU ) was once a market darling, especially during COVID-19, as "sweat-at-home" was a prevailing trend back then. Fast forward to today, this stock is one of the most hated names in the market owing to its massive underperformance against theBuyside analyst covering global stocks on Seeking Alpha since 2018. I've been investing personally and professionally across major equity markets for about a decade. Subscribe for equity research and trading ideas.Opinions are not qualified i ...

Market Analysis by covering: Nike Inc, Williams-Sonoma Inc, Lululemon Athletica Inc, RH. Read 's Market Analysis on Investing.com ...

Key Takeaways NIKE leverages global scale and sport-led innovation, but faces margin pressure and China headwinds.lululemon gains share in premium athleisure, with growth in men's and international markets.NKE trades near 29.9X forward earnings, while LULU sits well below its historical valuation median.In the global athleticwear arena, NIKE, Inc. (NKE) and lululemon athletica inc. (LULU) embody two distinct models of market leadership. NIKE stands as the industry’s dominant force, commanding the largest sh ...

agreements. lululemon plans to launch in Greece, Austria, Poland, Hungary, and Romania next year with partner Arion Retail Group, in addition to its previously announced entry into India through a partnership with Tata CLiQ. These partners...[Back to Newsroom] lululemon Announces 100th Store Opening in EMEA-# lululemon Announces 100th Store Opening in EMEAShare---Milestone location will be the first lululemon store in Poland and will open with franchise partner Arion Retail GroupVANCOUVER, British Columbia- ...

细数 2026 冬奥会多家运动品牌赞助亮点 [Table_Industry] 纺织服装业 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | [Table_Invest] 评级： | 增持 | | --- | --- | --- | --- | --- | --- | | 盛开(分析师) | 021-23154510 | shengkai@gtht.com | S0880525040044 | | | | 钟启辉(研究助理) | 021-23185686 | zhongqihui@gtht.com | S0880125042254 | | | 本报告导读： 我们详细梳理了 2026 冬奥会各运动品牌赞助亮点，发现从 2022 年到 2026 年，冬奥 品牌在赞助范围、设计理念、技术展现等方面实现了全方位升级。 投资要点： [Table_Report] 相关报告 纺织服装业《优质消费布局正当时》2026.02.08 纺织服装业《Coach 品牌势能全面爆发，中国市 场强势领跑，上调全年指引》2026.02.07 纺织服装业《FY26Q3 HOKA 重回高双增速，上 调全年业绩指引》20 ...

以上内容基于公开资料整理，不构成投资建议。 经济观察网 基于最新公开信息，截至2026年2月，露露乐蒙（LULU.US）有以下值得关注的事件动态： 高管变动：首席执行官Calvin McDonald已于2026年1月31日卸任，目前由CFO Meghan Frank和首席商务 官Andre Maestrini暂任联席CEO，以确保战略连续性。董事会正在物色永久继任者，这一过程可能影响 公司未来战略方向。 公司治理与供应链：知名投资机构Elliott Management已建立头寸，可能推动公司资本配置和治理结构的 调整，带来潜在变革。 战略推进：公司加速全球布局，计划在2026年于中国新增15-20家门店，并推出专属产品线，以应对北 美市场疲软。 ...