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Bear Of The Day: Lululemon Athletica (LULU)
ZACKS· 2025-09-29 12:10
Core Viewpoint - Lululemon Athletica (LULU) is currently rated as a Zacks Rank 5 (Strong Sell) despite recently reporting a solid earnings beat, indicating underlying issues that have led to a stock sell-off [1]. Company Overview - Lululemon Athletica, Inc. specializes in designing, distributing, and retailing technical athletic apparel, footwear, and accessories, operating through segments such as Company-Operated Stores, Direct to Consumer, and Other [2]. Earnings History - The company has consistently beaten the Zacks Consensus Estimate in the last four quarters, with the most recent quarter reporting an EPS of $3.10 against a consensus of $2.84, resulting in a positive earnings surprise of 9.15% [4][5]. Earnings Estimates - Recent trends show a decline in earnings estimates for Lululemon, with the current fiscal year consensus dropping from $14.72 to $13.01 and the next fiscal year estimate falling from $15.89 to $13.22 over the past 60 days, contributing to its Zacks Rank of 5 [6]. Market Context - A broader trend in the Zacks universe indicates that many stocks are experiencing negative earnings estimate revisions, which is affecting their rankings, including Lululemon [7].
lululemon会是下一个维密吗
3 6 Ke· 2025-09-29 00:25
作为衡量一家零售企业增长是否健康的重要指标,lululemon的同店销售增长情况也不理想。贡献了7成以上营收的美洲市场,同店销售已经连续好几个季 度出现同比下滑,而在被视作增长引擎的中国内地市场,它一季度的同店销售增速从去年同期的26%猛然掉到了今年的7%。 还有新对手的追击。 Randal Konik是国际投行Jefferie的分析师,他可能也是lululemon 的头号「黑子」。从2022年开始,Konik对lululemon的股票评级就低于大盘,时不时强调 这家公司未来可能面临的风险。而如今,他显然一语成谶。 进入2025年以来,lululemon已经接连发布了两份让人大跌眼镜的季报。今年上半年,它的营收只同比增长6.9%到48.96亿美元,同期库存却增加了19.5%。 与此同时,它的净利润还同比下滑了4%到6.85亿美元,是公司自2021年以来首次净利润下滑。 由于业绩太过拉胯,lululemon的股价今年以来已经腰斩,还成了今年标普500中表现最差的个股。 一切都来得太突然了——要知道2022年时,营收不到阿迪达斯1/3的lululemon,市值一度超过了后者。而现在,巴克莱、美银、汇丰和罗氏柴尔德 ...
3 Things to Know About Lululemon Athletica Stock Before You Buy
The Motley Fool· 2025-09-28 12:48
Lululemon is going through a bad stretch, but the underlying business still shows promise.Lululemon Athletica (LULU 2.48%) has a cultlike following, with stores that are often crowded with customers. That's good news for the business, but what exactly is the business? On the surface, Lululemon sells athletic wear. But when you look at the price tags on its clothing, it becomes clear that the products it sells are luxury items.Here are three things you need to understand before you buy the stock.1. Fashion i ...
新时代公关:数据真的帮助到大公司了吗?
Hu Xiu· 2025-09-27 08:32
Group 1 - The article discusses the impact of big data on corporate decision-making, questioning whether data truly aids in making better decisions for large companies [1][2] - There have been several cases in the business sector this year where increased reliance on data has led to outcomes that did not meet expectations [2][29] - A specific example highlighted is a high-altitude fireworks display sponsored by an outdoor brand, raising questions about the logical connection between the event and brand identity [3][4][5] Group 2 - The article contrasts the marketing strategies of high-end brands like Porsche and Apple, which focus on relatability and humanistic values rather than exclusivity [8][10][14] - It emphasizes that many high-end brands successfully appeal to the masses, contrary to the belief that they should only target elite consumers [13][14] - The discussion includes the challenges faced by brands like Lululemon, which, despite initial success, have struggled due to an over-reliance on data-driven decisions that overlook fundamental human insights [29][35][38] Group 3 - The article points out that many companies fail to recognize the importance of understanding human nature and consumer psychology, leading to misguided decisions based on data alone [36][39][40] - It suggests that a lack of insight into genuine consumer needs can result in poor product offerings, as seen in the case of Lululemon's sizing issues [15][29][35] - The narrative concludes that businesses must balance data analysis with a deeper understanding of human behavior to avoid pitfalls in decision-making [38][40]
Jim Cramer on lululemon: “I Think it has Fallen Too Far”
Yahoo Finance· 2025-09-26 15:18
Core Insights - lululemon athletica inc. (NASDAQ:LULU) has seen a significant decline in stock price, down 50% from around $334 in early June, raising questions about whether to hold or sell [1] - Jim Cramer expressed skepticism about lululemon's differentiation in the market, particularly in light of competition from Costco, suggesting that the stock may be too expensive [1][2] - Cramer recommended considering Gap as a more favorable investment option, especially with its potential turnaround of the Athleta brand [2] Company Overview - lululemon designs and sells athletic apparel, footwear, and accessories for activities such as yoga, running, and training under its brand [2] - The company has faced legal challenges, including a lawsuit against Costco, which Cramer criticized, indicating a shift in his perception of lululemon [2] Investment Perspective - While lululemon has potential as an investment, there are other sectors, particularly AI stocks, that may offer greater upside potential and lower downside risk [2]
lululemon athletica Stock: Picture-Perfect Turnaround Play (NASDAQ:LULU)
Seeking Alpha· 2025-09-26 12:00
Core Insights - Lululemon Athletica has experienced a significant decline in stock price, dropping over 60% to approximately $170 from above $400 at the beginning of 2025 [1] Company Performance - The stock price of Lululemon Athletica has fallen sharply, indicating a challenging market environment for the brand [1]
lululemon athletica: Picture-Perfect Turnaround Play
Seeking Alpha· 2025-09-26 12:00
One of the most negatively impacted consumer discretionary brands in 2025 has been lululemon athletica (NASDAQ: LULU ). The stock has dropped more than 60% to ~$170 after trading above $400 at the beginning of the year.German Buy-Hold-Check investor. With a master's degree in engineering and management, I am able to understand, quantify, and interpret both the economics and (to some point) the technology of companies.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of th ...
Needham下调Lululemon评级至“持有”
Ge Long Hui· 2025-09-26 09:36
Needham将Lululemon Athletica的评级从"买入"下调至"持有",目标价为192美元。(格隆汇) ...
Cramer's Stop Trading: Lululemon
CNBC Television· 2025-09-25 14:56
Let's get to Jim and stop training. You know, Carl, just when you thought that Lulu couldn't go any lower and there was nobody left to downgrade, Edm comes on by to hold. I didn't know anyone was left.It's competitive environment. And the top of Lulu, I've always felt, was when Costco came in against them. Uh, so what can I say.I mean, this company now sells at 11 times earnings. This was the premium. Calvin McDonald, we're still waiting for him to come up with something that makes you feel like you should ...
Cramer's Stop Trading: Lululemon
Youtube· 2025-09-25 14:56
Let's get to Jim and stop training. You know, >> Carl, just when you thought that Lulu couldn't go any lower and there was nobody left to downgrade, Edm comes on by to hold. I didn't know anyone was left.It's competitive environment. And the top of Lulu, I've always felt, was when Costco came in against them. Uh, so what can I say.I mean, this company now sells at 11 times earnings. This was the premium. Calvin McDonald, we're still waiting for him to come up with something that makes you feel like you shou ...