消息面上，Lululemon公布第三财季业绩，营收同比增长7%至25.7亿美元，高于分析师预期的24.8亿美 元；纯利同比下降13%至3.1亿美元，合每股盈利2.59美元，亦高于预期的2.25美元。期内，美洲地区净 营收下降2%，可比销售下降5%；国际市场则录得强劲增长，净营收增长33%，可比销售增长18%。展 望全年，该公司上调净营收指引，预计将在109.62亿美元至110.47亿美元之间，符合市场预期。同时， 公司宣布首席执行官Calvin McDonald将于明年1月底离任，公司正在寻找继任者。(格隆汇) 加拿大瑜珈服品牌Lululemon(LULU.US)夜盘涨10.7%，报207.1美元。 ...

公司上调全年净营收预期至109.62亿—110.47亿美元之间(此前为108.5亿—110亿美元)，同比增长4%， 符合市场预期；每股收益预计为12.92美元至13.02美元。预计第四季度净营收和每股收益均不及分析师 预期，并预计毛利率将因关税和"微量豁免"取消而下降。 库存同比增长11%至20亿美元，第三季度净增12家直营门店，总数达到796家。美洲地区净营收下降 2%，可比销售下降5%；国际地区净营收增长33%，可比销售增长18%。 Lululemon第三季度净营收增长7%至26亿美元，高于分析师预期的24.8亿美元；每股收益为2.59美元， 高于预期的2.25美元。 毛利率下降290个基点至55.6%，运营利润下降11%至4.359亿美元，营业利润率下降350个基点至 17.0%。 ...

Market Overview - Three of the four major indexes reached new closing highs, with the Dow gaining +646 points (+1.34%), S&P 500 increasing +14 points (+0.21%), and Russell 2000 rising +31 points (+1.21%) [1] - The tech-heavy Nasdaq experienced a slight dip of -60 points (-0.25%) due to concerns over Oracle's recent performance, indicating potential challenges in the AI sector [2] Company Earnings Reports - Broadcom (AVGO) reported fiscal Q4 earnings of $1.95 per share, exceeding the Zacks consensus of $1.87, with revenues of $18.02 billion surpassing the $17.50 billion estimate. AI semiconductor revenue grew +74% year over year [3] - Broadcom raised its fiscal Q1 revenue guidance to $19.1 billion, with AI semiconductor business expected to generate $8.2 billion next year, doubling from the previous year [4] - Costco (COST) reported mixed fiscal Q1 results, with earnings of $4.50 per share exceeding the $4.26 consensus, but sales of $65.98 billion fell short of the $67.33 billion estimate, leading to a marginal decline in shares [5] - Lululemon (LULU) shares rose over +10% following a strong Q3 earnings report, with earnings of $2.39 per share and revenues of $2.6 billion, surpassing analyst expectations of $2.48 billion [6]

International News - Trump signed an executive order on national standards for artificial intelligence, requiring AI suppliers to assess political "bias" [1] - The U.S. Senate rejected two healthcare bills, with ObamaCare subsidies potentially expiring by year-end due to partisan conflicts [1] - The EPA plans to delay the implementation of vehicle air pollution reduction regulations from the Biden era, while the Treasury aims to expand corporate R&D tax credit eligibility [1] - Major U.S. stock indices showed mixed results, with the Dow up 1.34%, while tech stocks like Nvidia, Apple, Google, and Tesla mostly declined [1] Corporate Dynamics - Broadcom's Q4 earnings exceeded expectations, with AI chip sales projected to double and net profit soaring by 97%, yet the stock price fell by 5% in after-hours trading [4] - Oracle's quarterly revenue fell short of expectations, leading to a stock price drop of over 10% and a market cap loss of $102 billion [5] - OpenAI launched the advanced model GPT-5.2, claiming improvements in general intelligence and coding, and announced a $1 billion investment from Disney [5] - Apple lost an appeal in its lawsuit against Epic Games, although a U.S. appellate court partially lifted sanctions against Apple [6] - Lululemon's CEO Calvin McDonald resigned amid a potential proxy battle initiated by the founder [7] Market Performance - The Nasdaq China Golden Dragon Index fell by 0.10%, with significant declines in several Chinese concept stocks, including a 30.82% drop for Yatsen [14] - Commodity markets showed strong performance, with spot gold surpassing $4280 per ounce and WTI crude oil dropping below $57 per barrel [14] - Bitcoin rose above $93,000, gaining 1.19% [15] Economic Outlook - Multiple international institutions raised China's economic growth forecast for 2025, with the World Bank, IMF, and ADB increasing their projections by 0.4, 0.2, and 0.1 percentage points respectively [10][23] - The South-to-North Water Diversion Project has delivered over 84.4 billion cubic meters of water to northern cities, benefiting 195 million people [22]

CEO Calvin McDonald is stepping down after a dismal year for the stock.Lululemon Athletica (LULU 0.35%) closed out a tumultuous year on Thursday, announcing in its third-quarter earnings report that Calvin McDonald would be departing as CEO on Jan. 31, 2026.The company also showed off better-than-expected results in the Q3 report, though profits fell, and its guidance for the key holiday quarter missed the mark. At least part of the stock's 11% surge after hours seemed to be a response to the change in the ...

Group 1 - Bilibili refutes rumors that all videos will require a membership to watch starting March 1, 2026, and will pursue legal action against the rumor spreaders [2] - Mixue Bingcheng has launched a breakfast set priced at 7.9 yuan, which includes breakfast milk and bread, with the breakfast series now available in several cities [2] - The U.S. House of Representatives voted 237 to 140 to table the impeachment motion against President Donald Trump, with all Republican members supporting the motion [3] Group 2 - Heytea has closed over 600 stores, with a net decrease of 680 stores from October 2024 to October 2025, resulting in a total of 3,930 stores [3] - Renowned artist Fan Zeng announced a new company with his wife and severed ties with his daughter and stepson [5] - LV's Dog Lvers series features a luxury dog travel case priced at approximately 500,000 yuan, showcasing high-end pet products [4] Group 3 - Apple has introduced a free three-hour delivery service for select products in mainland China, with additional shipping fees for other items [6] - The price of mercury thermometers has surged due to a buying spree, with prices ranging from 10 to over 50 yuan per unit [6] - Xiaomi is set to launch its first self-produced central air conditioning unit, marking a new milestone for its home appliance segment [6] Group 4 - Elon Musk confirmed that SpaceX plans to go public next year, aiming to raise several billion dollars [7] - The "Jiutian" drone successfully completed its maiden flight, showcasing significant advancements in China's large UAV technology [7] - Coca-Cola's COO Henrique Braun has been elected as the new CEO, effective March 31, 2026 [8] Group 5 - The EU is considering postponing the ban on new internal combustion engine vehicles by five years, allowing plug-in hybrids and range-extended vehicles to continue sales under certain conditions [9] - The UN has launched its first "Decade of Sustainable Transport" initiative, focusing on various key areas to promote sustainable transportation [9] Group 6 - Apple won a partial appeal in the Epic Games antitrust case, with a court ruling modifying previous orders but maintaining most of the contempt findings [10] - Lululemon's CEO Calvin McDonald will step down on January 31, 2026, after a year of underperformance [10] - The "Yingshi Piyun" team has entered Alibaba's international platform, utilizing AI to expand overseas business [11] Group 7 - Huawei, Alipay, and China Mobile Internet have signed a cooperation agreement to develop an AI + 5G communication ecosystem [12] - Samsung is recruiting engineers to prepare for the production of Tesla's AI5 chip in the U.S., indicating rapid progress in the project [12] - Trump suggested that any Warner Bros. deal should include CNN, hinting at potential complications for Netflix's acquisition plans [13] Group 8 - The installation of the Harmony version of WeChat has exceeded 27 million, now supporting various key features [13] - Kuaishou has announced new incentives for individual creators, offering cash rewards for high-quality series [13] - Google may face fines from the EU for violations related to Google Play, with potential penalties expected in Q1 2026 [14] Group 9 - JPMorgan will provide a special allowance of up to $1,000 to employees earning less than $80,000 annually [14] - The market value of Pizaihuang has evaporated by 188.9 billion yuan from its peak, with its stock price down over 60% since December 2021 [15] - Switzerland is investigating Apple's access to NFC functionality on devices, assessing potential antitrust concerns [15] Group 10 - The company "Yolun Intelligent" has completed a $5 million angel round of financing, focusing on the development of intelligent control systems [25] - "Kuaikua Jingling" has completed a new round of financing, with the agreement signed recently [26] - "Syneron Bio" has secured nearly $100 million in A and A+ rounds of financing to enhance its drug development capabilities [27]

For the quarter ended October 2025, Lululemon (LULU) reported revenue of $2.57 billion, up 7.1% over the same period last year. EPS came in at $2.59, compared to $2.87 in the year-ago quarter.The reported revenue represents a surprise of +3.4% over the Zacks Consensus Estimate of $2.48 billion. With the consensus EPS estimate being $2.22, the EPS surprise was +16.67%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their n ...

NEW YORK (AP) — Lululemon Athletica Inc, (LULU) said Thursday that its CEO Calvin McDonald is stepping down effective Jan. 31 as the athletic wear maker wrestles with a year of disappointing sales. The company, based in Vancouver, Canada, said that McDonald and the board are working together to manage a “smooth transition,” and he will serve as a senior advisor to the company through March 31, 2026. The board said it was conducting a comprehensive search in partnership with a leading executive search fi ...

Time for the final trade of this very special Fast Money Live. Tim and Guy, I'll toss it over to you in the room. >> I'll tell you what, how about this audience, guys.Does it get any better than this. We have the best fans in cable TV, in any TV, and certainly in the financial TV world. It's been great to have it.>> And the the consensus is Tim Seymour is the best looking guy in the show. I mean, it started right over here and it's moved it way. >> And Guy obviously brought his joke book tonight and he got ...

Lululemon (LULU) came out with quarterly earnings of $2.59 per share, beating the Zacks Consensus Estimate of $2.22 per share. This compares to earnings of $2.87 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +16.67%. A quarter ago, it was expected that this athletic apparel maker would post earnings of $2.84 per share when it actually produced earnings of $3.1, delivering a surprise of +9.15%.Over the last four quarters, the ...