富国银行：Lululemon(LULU.US)面临三大风险 下调目标价至225美元

Group 1 - The core viewpoint is that Wells Fargo analyst Ike Boruchow has lowered the target price for Lululemon (LULU.US) from $270 to $225 while maintaining a "neutral" rating [1] - The analyst identifies three main concerns regarding Lululemon's outlook, including uncertainty in same-store sales in the U.S. and unclear growth prospects in the Chinese market [1] - The company is expected to face more challenges in the second half of the year due to tariff and discount pressures [1] Group 2 - Lululemon's management provided guidance for Q2 2025, projecting revenue between $2.535 billion and $2.560 billion, representing a year-over-year growth of 7% to 8% [1]