21世纪经济报道记者贺泓源、实习生李音桦 lululemon（露露乐蒙）步入激烈调整期。 12月11日，lululemon宣布，Calvin McDonald 将卸任首席执行官及公司董事会董事职务，于2026年1月31 日正式生效。 随后，lululemon创始人Chip Wilson在一封公开信中，再次表达了对Calvin McDonald 的不满。 "在目睹多年来的糟糕决策不断侵蚀品牌价值、损害股东利益后，我清楚地认识到，正是在我不断加大 的压力下，lululemon 董事会才终于开始倾听意见。董事会对 Calvin McDonald 的赞扬，是对股东的公然 漠视。这位首席执行官在过去两年间见证了公司价值的大幅缩水，LULU 股价跌幅高达62.8%。在我看 来，董事会未能切实要求管理层承担产品创新的责任，反而陷入自满状态。公司核心市场的高端品牌价 值持续流失，这表明董事会已不再了解其目标客户，也不清楚什么能为 lululemon 带来长期股东价 值。"Calvin McDonald 在公开信中称。 12月14日，妙可蓝多（600882）发布公告，称董事张平因届退休年龄申请辞去公司董事等职务，辞职将 在公司 ...

Did you analyze how Lululemon (LULU) fared in its international operations for the quarter ending October 2025? Given the widespread global presence of this athletic apparel maker, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth ...

运动服饰巨头lululemon近日在官网发布公告称，任职超过七年的首席执行官Calvin McDonald将于2026年1月31日卸任。同日，lululemon还最新发布了2025财 年第三季度财报。 最新财报显示，第三季度，公司净营收增长7%至25.7亿美元，但同期公司录得净利润和营业利润双双下滑，核心的北美市场营收同比下降2%。 具体来看，同期公司录得净利润3.07亿美元，同比下滑12.8%。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%。值得一提的是，在消息发布之际，lululemon股价年内已下跌逾46%，市值蒸发约250亿美元。 尽管Calvin McDonald任内带领公司实现了营收超两倍增长，但财报揭示的业绩压力、北美市场的增长停滞以及来自创始人的公开批评，为此次管理层变动 埋下伏笔。而随着董事会启动全球CEO搜寻，lululemon正式进入一个充满不确定性的新周期。 CEO将卸任，创始人此前炮轰 公开资料显示，Calvin McDonald于2018年8月接手lululemon，在他的领导下，公司开启了一段高速扩张的"黄金时代"。 ...

具体来看，同期公司录得净利润3.07亿美元，同比下滑12.8%。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%。值得一提的是，在消息发布之际，lululemon股价年内已下跌逾46%，市值蒸发约250亿美元。 尽管Calvin McDonald任内带领公司实现了营收超两倍增长，但财报揭示的业绩压力、北美市场的增长停滞以及来自创始人的公开批评，为此次管理层变动 埋下伏笔。而随着董事会启动全球CEO搜寻，lululemon正式进入一个充满不确定性的新周期。 运动服饰巨头lululemon近日在官网发布公告称，任职超过七年的首席执行官Calvin McDonald将于2026年1月31日卸任。同日，lululemon还最新发布了2025财 年第三季度财报。 最新财报显示，第三季度，公司净营收增长7%至25.7亿美元，但同期公司录得净利润和营业利润双双下滑，核心的北美市场营收同比下降2%。 CEO将卸任，创始人此前炮轰 公开资料显示，Calvin McDonald于2018年8月接手lululemon，在他的领导下，公司开启了一段高速扩张的"黄金时代"。 ...

A new CEO could set the stage for a turnaround.Lululemon Athletica's (LULU +9.49%) stock has been a lemon for most of 2025, but the stock has rallied over the past month. The biggest jump came after the company reported solid fiscal Q3 results and announced that it was looking for a new CEO. Even after its gains, the stock is still down about 45% on the year, as of this writing.Let's take a closer look at the brand's results and prospects to see if the stock can continue to rebound. Looking for a turnaround ...

The Nasdaq-100 Index has announced its annual reconstitution, adding six new companies and removing six, effective Dec. 22.Six Stocks Added, Six Dropped From IndexThe six companies being added to the index are: Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) , Ferrovial SE (NASDAQ:FER) , Insmed Inc. (NASDAQ:INSM) , Monolithic Power Systems, Inc. (NASDAQ:MPWR) , Seagate Technology Holdings plc (NASDAQ:STX) and Western Digital Corp. (NASDAQ:WDC) .The six companies being removed from the index are: Biogen Inc. (NA ...

Core Insights - The primary concern surrounding Lululemon stock has been whether the athleisure boom is ending, with competitors like Alo Yoga and Vuori gaining market share [2] - Despite a 3% decrease in U.S. revenue and the resignation of CEO Calvin McDonald, Lululemon shares rose 10% in after-hours trading, indicating a shift in market perception [3] - The Q3 earnings report revealed that Lululemon has decoupled its success from the U.S. consumer, showing strong international growth that offsets domestic weaknesses [4] Financial Performance - The Americas division faced a 3% decline, while international revenue surged by 35%, particularly driven by growth in Mainland China [10] - Lululemon reported an EPS of $2.59, exceeding the consensus estimate of $2.22, demonstrating profitability despite challenges in the U.S. market [10] - The stock was trading at around 15x forward earnings prior to the report, reflecting concerns of a potential earnings collapse [8] Market Reaction - The 10% stock increase is characterized as a "Relief Rally," as investors reassess the company's valuation from a "Declining Retailer" multiple to a "Global Brand" multiple [10] - The resignation of the CEO is viewed as an opportunity for a strategic reset in the U.S. market, potentially leading to product innovation [10] - Despite U.S. sales declines, gross margins remained strong, indicating the company's pricing power and financial prudence [10] Strategic Focus - Lululemon is shifting its focus back to "Technical Performance" rather than competing in the fashion-oriented segments dominated by competitors [14] - Growth in the men's category and technical product lines has outperformed the women's leggings segment, reinforcing the company's strengths [14] - The international growth engine, particularly in China, continues to show promise, with over 30% growth expected [14]

上周财报披露到了尾声。Lululemon最新一季度财报虽然全球净营收同比增长7%至26亿美元，但净利润同比下降12.8%至3.07亿美元。好在中国内地市场 表现尤为强劲，净营收同比激增46%。或是被财务压力所致，Lululemon首席执行官卡尔文.麦克唐纳被董事会炒了，将于明年一月底卸任，新CEO人选未 定。 过去一周时尚品牌在资本市场也很活跃，拥有梦龙、和路雪等品牌的全球最大冰淇淋企业梦龙冰淇淋公司从联合利华独立出来IPO，上周一在阿姆斯特 丹、伦敦和纽约三地上市。内地护肤品牌丸美也准备在香港挂牌上市，欧莱雅加码投资医美巨头高德美，杰尼亚第二次投资加拿大跑步品牌norda。 重磅新店开张方面，北京迪奥之家的开业绝对是投入行业内的一颗重磅信号弹，标志着中国奢侈品市场回暖的信号确定加强，而韩国时尚零售平台 Musinsa全球海外旗舰店首店落户上海恒隆，则清晰展现韩国品牌对中国市场的热情也正升温，近期已有二三十家韩国品牌进入中国。 1.韩国时尚零售平台Musinsa计划五年在华开百店 韩国时尚零售平台MUSINSA全球首家海外旗舰店MUSINSA STANDARD于12月14日在上海恒隆商场正式开业。该店总面积约 ...

Core Insights - The article emphasizes the importance of independent judgment in investment decisions and highlights that past performance does not guarantee future results [2][3]. Group 1 - The article serves purely for informational and educational purposes, explicitly stating it is not investment advice [2]. - It mentions that the opinions expressed may not reflect the views of the platform as a whole, indicating a diversity of perspectives among analysts [3]. - There is a clear disclaimer regarding the lack of obligation to update or correct information provided, which underscores the need for investors to conduct their own research [2][3].

Core Viewpoint - The article emphasizes the importance of independent judgment in investment decisions and highlights that past performance does not guarantee future results [2][3]. Group 1 - The article serves purely for informational and educational purposes, not as investment advice [2]. - It stresses that readers should not rely solely on the opinions expressed and should seek independent financial advice [2][3]. - The content reflects the views of individual authors, which may not represent the overall stance of the platform [3].