对lululemon来说，最近并不太平。 创始人奇普・威尔逊对内发起董事会改组，在外以美洲为首的部分市场连续多个季度表现疲软。财报显示，在2025财年第三季，lululemon在美洲市场净 营收同比下降2%至17亿美元，占总营收的68%。 值得庆幸的是，lululemon在中国市场仍在稳步增长。2025 财年第三季度，中国市场净营收同比增长46%至4.65亿美元，可比销售额同比增长24%，中国已 成为lululemon全球第二大市场。 lululemon在中国的高光表现，也吸引了更多竞争者加速入局。 近期，安踏集团旗下女性运动品牌MAIA ACTIVE迎来关键人事调整。据其他媒体报道，2026年起，该品牌的直接汇报对象将变更为安踏集团董事局主席 丁世忠之子、迪桑特中国董事长丁少翔，此前其直接汇报人是安踏集团专业运动群首席执行官徐阳。 这一调整被业内解读为安踏加码女性瑜伽赛道的信号，《凤凰WEEKLY财经》向安踏求证相关信息，发稿前未获回应。 lululemon在国际市场上的老对手、美国高端瑜伽服品牌Alo Yoga（简称Alo）已有入华计划，将于2026年第二季度在上海、北京同步开出首批门店。 国内高端女性运 ...

Core Insights - Lululemon Athletica Inc. has paused online sales of its new "Get Low" clothing line due to customer complaints about the leggings being too revealing [1][2] - The collection is still available in North American stores and other markets, with plans to return to e-commerce channels soon [5] - The company is facing challenges in the competitive athleisure market, with a significant stock decline of nearly 50% over the past year, although shares have increased by about 20% in the last quarter [10][13] Company Challenges - Lululemon's CEO Calvin McDonald is set to step down on January 31, as the company struggles to maintain its market position [6] - The company is under pressure from activist investor Elliott Management, which holds a stake of approximately $1 billion and is involved in discussions regarding potential leadership changes [9] Product Details - The "Get Low" collection is designed for training, featuring seamless technology for a sculpted look and made from a weightless, fast-drying fabric [5]

1月20日，运动生活方式品牌lululemon呈献2026年新春主题短片《春天，重复如新》。延续对于内 在春天的歌咏与向往，lululemon邀请人们在看似循环往复的日常动态，从运动、事业到生活习惯中， 发现其中蕴含的无限可能与新意，在重复中，去感受不重复。 从2024年的《新春，咏春》，融合"武"与"舞"寻找身心相遇的美好之春，到2025年的《回到春 天》，鼓励人们找回出发时的状态，像春天一样再次出发，"春节"作为庆祝春天到来的传统佳节，已成 为lululemon探寻东方幸福感和好状态的重要灵感源泉。 2026年新春主题短片《春天，重复如新》的创意始于享誉世界的大提琴家马友友所演奏的经典古典 音乐作品——巴赫《G大调第一无伴奏大提琴组曲：前奏曲》。这首象征永恒的乐曲在看似相同的节奏 中，音乐不断盘旋上升，产生新的变化。 已演绎这首作品逾六十载的马友友对此有着深邃的理解："我从四岁开始学习和演奏巴赫的G大调 前奏曲。对我而言它不仅是乐曲，更象征着无限——在重复中蕴含永恒变化的真谛。"跨越东西方的成 长经历与多元的文化背景，也赋予马友友对"春天"独特的理解："春天意味着万物复苏，最美妙之处在 于它周而复始，却次 ...

Core Viewpoint - Lululemon has removed its Get Low collection from its website following customer complaints regarding the material being too sheer [1] Company Summary - The Get Low collection was specifically criticized by customers for its transparency issues, leading to the decision to pull the products from online availability [1]

Core Viewpoint - Lululemon Athletica has paused online sales of its new "Get Low" workout line due to customer complaints regarding product quality, specifically issues with leggings being "see-through" during use, while still maintaining availability in physical stores [1][3]. Group 1: Product Issues - The company is temporarily halting online sales to better understand initial customer feedback and enhance product education [1]. - Complaints on social media highlighted that the leggings from the new line are problematic when bending or squatting, leading to accessibility issues on the website [3]. - This is not the first instance of product development challenges, as Lululemon previously had to withdraw its "Breezethrough" leggings shortly after launch due to similar customer complaints [8]. Group 2: Management and Market Challenges - Lululemon is facing multiple challenges, including a proxy fight initiated by founder Chip Wilson, who has nominated three independent directors to the board [4][7]. - The company is also under pressure from Elliott Management, which acquired a stake of approximately $1 billion in December and is involved in discussions regarding potential CEO candidates [5]. - Despite these challenges, Lululemon anticipates that its fourth-quarter revenue and profit will be at the high end of previous forecasts, driven by strong holiday season demand [7]. Group 3: Stock Performance - Lululemon's shares experienced a decline of about 5% during afternoon trading, reflecting broader market trends [5].

Athletic wear maker Lululemon Athletica said on Tuesday it had paused online sales of a new workout line called "Get Low" after user complaints. ...

Core Viewpoint - Lululemon Athletica Inc's stock is experiencing a decline despite a price-target increase from J.P. Morgan Securities, indicating underlying challenges in the company's performance and market sentiment [1]. Group 1: Stock Performance - Lululemon's shares are down 2.2%, trading at $197.50, marking a third consecutive loss amid sector weakness [1][2]. - The company has a year-over-year deficit of 46.7% and is falling below the critical support level of $200, which had previously contained pullbacks since late December [2]. Group 2: Market Sentiment and Options Trading - Options traders are showing a bullish sentiment, with a 50-day put/call volume ratio of 1.78, ranking higher than 86% of readings from the past year, suggesting potential headwinds if this optimism unwinds [3]. - The options appear affordable, with a Schaeffer's Volatility Index (SVI) of 36% in the 10th percentile over the last 12 months, indicating low volatility expectations [4]. - Lululemon's Schaeffer's Volatility Scorecard (SVS) is high at 96 out of 100, suggesting the stock has historically exceeded options traders' volatility expectations [4].

Core Insights - lululemon athletica inc. (LULU) is implementing a comprehensive cost-control strategy that focuses on supply-chain redesign, inventory precision, operational restructuring, and selective pricing to maintain brand integrity while enhancing efficiency [2][3][4]. Cost Control Strategy - The company's cost-control strategy includes vendor negotiations, improving distribution center efficiency, and optimizing logistics to lower fixed costs while maintaining core capabilities [2]. - LULU is prioritizing core franchises and higher-margin products to reduce markdowns and protect gross margins, alongside targeted pricing actions to preserve customer loyalty [3][11]. Expense Management - Expense discipline is crucial, with strict controls on selling, general, and administrative expenses, particularly in marketing and technology investments, aimed at mitigating inflationary pressures [4][6]. Margin Pressures - Tariff-related pressures and sourcing complexities are significant challenges for lululemon, contributing to ongoing gross margin pressure due to higher product costs and increased markdowns [5][11]. - Despite cost-control measures, the effectiveness of these strategies in fully alleviating margin compression remains uncertain, particularly in light of persistent cost headwinds [6]. Competitive Landscape - Key competitors include NIKE, Inc. and adidas AG, both of which are also facing margin pressures and are implementing their own cost-control strategies to enhance efficiency and manage tariffs [7][8][9]. Financial Performance - LULU's shares have declined by 9.6% over the past six months, compared to a 6.4% decline in the industry [12]. - The company trades at a forward price-to-earnings ratio of 15.79X, slightly below the industry average of 16.42X [13]. - The Zacks Consensus Estimate indicates a year-over-year earnings drop of 10.7% for fiscal 2025 and 2.4% for fiscal 2026, with recent EPS estimates showing slight upward adjustments [14][15].

Group 1 - The core viewpoint of the article indicates a decline in the stock prices of major sports brands in the US market, with Nike experiencing a drop of 2.5% and Under Armour and Lululemon both falling by 2.8% [1]

Group 1 - Nike's stock fell by 2.5% in pre-market trading [1] - Under Armour and Lululemon also experienced declines, with drops of 2.8% [1]