记者丨 江佩霞 见习记者张嘉钰 编辑丨张楠 你的通勤战袍是什么？ 你有没有发现，曾经专属于登山党的硬核冲锋衣，如今"杀"进城市街头。地铁通勤、商场逛街随处可见，从Z世代职场新人到资深上班族，冲 锋衣成了打工人心照不宣的"班服"，在北京更是因出镜率太高，被网友戏称"北京市服"，雷军直播带货时穿它、周鸿祎直言满橱都是，大佬同 款让这股热潮更火出圈。 年轻人为何爱上冲锋衣？ 答案藏在实用为王的刚需和颜值社交的潮流里，这两点精准戳中了当代年轻人的穿搭痛点。 21世纪经济报道记者走访时发现， 冲锋衣已成为商场里人气最旺的单品之一。 安踏、迪卡侬、始祖鸟等门店的冲锋衣货架前挤满了人。导购 员称："周末最忙的时候，试穿要排队，粉色、米白等浅色系款经常断码。"不仅如此 ，以纯等传统休闲服饰品牌的门店内，也出现了冲锋衣的 身影。 冲锋衣均价500元碾压羽绒服 图/ 2 1世纪经济报道记者摄 电商销量狂飙2 0%！ 土气冲锋衣成冬日顶流 冲锋衣 的火是实打实的销量撑起来的。2025年"双十一"期间，运动户外品类以268%的爆发系数领跑 电商，冲锋衣更是妥妥的 "流量担当"。 截至10月31日，天猫冲锋衣成交同比增长超20%。值得 ...

Core Viewpoint - Lululemon's stock surged 9.6% following a leadership change and a stronger-than-expected quarterly report, indicating renewed optimism about the company's turnaround prospects [1][4]. Leadership Change - Long-time CEO Calvin McDonald will step down on January 31, 2024, after a tenure that saw revenue triple, but concerns arose regarding the brand's slow adaptation to North American consumer preferences [4]. Financial Performance - Lululemon reported Q3 revenue of $2.56 billion, a 7% year-over-year increase, surpassing expectations by 3%, primarily driven by growth in Asia and Europe [6]. - Profitability exceeded expectations with an EPS of $2.59, despite a year-over-year decline, and the company upgraded its full-year guidance to sales of $10.96–$11.05 billion and EPS of $12.92–$13.02 [7]. Market Dynamics - Sales in the Americas have been sluggish, with comparable sales flat in Q1 and declining thereafter, ending the year down 1%, while the latest quarter saw a 2% decline in America's sales and a 5% drop in comparable store sales [5]. - In contrast, international markets have become the main growth driver, with revenue in Asia and Europe climbing 33% and comparable store sales increasing 18% [6]. Investor Sentiment - The stock is supported by influential investors, including Michael Burry, who added 50,000 shares of Lululemon [3]. - Wall Street analysts maintain a 'Hold' rating on Lululemon, with a consensus favoring holding the stock, and an average 12-month price target of $199.56, indicating a modest decline from the recent closing price [8].

剁椒Spicy . 专注于电商、营销、流量生态，以及消费者洞察的全新商业自媒体 来源丨 剁椒Spicy（ID：ylwanjia） 作者丨豆芽 图源丨Midjourney 新一轮韩潮正在来袭。 以下文章来源于剁椒Spicy ，作者剁椒团队 Mardi Mercredi Mardi Mercredi官方商城小程序已 暂停服务 开发者已于2025年11月8日暂停 Mardi Mercredi官方商城小程序服务 "快速扩张、快速冷清、收缩市场" ，虽然很多新潮品牌都难逃这一发展周期，但在当下韩国服饰潮牌在中国的发展中尤其明显，且这一周期正在快速缩 短，从两三年缩短到一年，甚至几个月热度就会消退，部分网友还将这类品牌称为"年抛品牌"。 深究这一现象背后的原因，韩国服饰潮牌再次兴起、尤其能快速在中国市场布局线上线下，与K-pop文化、年轻消费者的个性表达、中国代理商成熟的经 验、甚至商圈的经营策略有关。 11月，三个新锐韩国服装潮牌minjiena、lazyz、fancy club携手在上海百联TX淮海开启"胶囊幻想"限时快闪活动，首次登陆中国市场； Rest & Recreation今年4月在杭州开出中国内地首店，此后 ...

Core Insights - The departure of Calvin McDonald is seen by some analysts as a potential turning point for the struggling activewear company and its stock [1] Company Analysis - Analysts believe that McDonald's exit may lead to a strategic pivot for the company, which has been facing challenges in the activewear market [1]

Core Viewpoint - The sudden resignation of lululemon's CEO Calvin McDonald raises concerns about the company's leadership transition and ongoing growth pressures, particularly in the competitive market landscape [1][2]. Group 1: Leadership Changes - Calvin McDonald plans to resign as CEO and board member effective January 31, 2026, with a transition period as a senior advisor until March 31, 2026 [1]. - The board chair, Marti Morfitt, will serve as interim executive chair, while CFO Meghan Frank and CBO André Maestrini will act as co-CEOs after McDonald's departure [1]. - The company is currently working with a top executive search firm to find McDonald's successor [1]. Group 2: Financial Performance - For the first nine months of fiscal year 2025, lululemon's net revenue increased from $6.977 billion to $7.462 billion, while operating profit decreased from $1.464 billion to $1.398 billion [2]. - Net profit fell from $1.066 billion to $992 million, and overall gross margin declined from 58.6% to 57.4% [2]. - Since McDonald's tenure began in fiscal year 2018, lululemon's net revenue has nearly tripled from $3.288 billion to an estimated $10.588 billion for fiscal year 2024 [2]. Group 3: Market Challenges - The founder, Chip Wilson, has publicly criticized lululemon for stagnation in product innovation and over-commercialization, indicating a disconnect between the brand's core values and its current direction [3]. - Increased competition from brands like Alo Yoga and Vouri, as well as traditional giants like Nike and Adidas, is impacting lululemon's market share, particularly among young female consumers [4]. - Revenue growth in the Americas has slowed, with projections indicating a potential decline of 1% to 2% in fiscal year 2025 [4]. Group 4: Strategic Adjustments - China remains a crucial market for lululemon, with expected revenue growth of 20% to 23% for fiscal year 2025, although this is a significant slowdown from over 40% growth in fiscal year 2024 [5]. - The company is adapting its sales strategies in China, participating more frequently in e-commerce promotions and adjusting in-store sales tactics to maintain market share amid increasing competition [5].

Chief executive officers live in that amorphic, ever-changing space between perception and reality. There’s the business they run, which in fashion always has all of the inevitable foibles. And then there’s the vision that they conjure and sell — to their boards, to analysts, to investors, to everyone. More from WWD The sales pitch is about growth and building up the brand. The rest of the job is about getting that reality to sync up. Calvin McDonald, the suddenly outgoing CEO of Lululemon Athletica I ...

Core Insights - Lululemon athletica inc. reported stronger-than-expected third-quarter results, with shares rising over 9% intra-day following the announcement [1] - The company expanded its share repurchase program, indicating confidence in its financial position [1] Financial Performance - Earnings per share reached $2.59, exceeding analyst estimates by $0.38 [1] - Revenue increased by 7% year-over-year to $2.6 billion, surpassing the consensus estimate of $2.48 billion [1] - Comparable sales rose by 1%, or 2% on a constant-currency basis [1] Market Performance - International markets drove performance, with international net revenue surging by 33%, particularly strong in mainland China where comparable sales jumped by 24% [2] - In contrast, North America lagged, with net revenue declining by 2% and comparable sales falling by 5% [2] Store Expansion and Inventory - Lululemon opened 12 net new stores during the quarter, bringing the total to 796 locations globally [2] - Inventory rose by 11% year-over-year to $2.0 billion, or 4% on a unit basis [2] Future Outlook - For fiscal 2025, the company raised its net revenue outlook to a range of $10.962 billion to $11.047 billion, representing 4% growth, or 5% to 6% excluding the impact of a 53rd week in fiscal 2024 [3] - CEO Calvin McDonald will step down effective January 31, 2026, with a search for his successor underway [3] - Board Chair Marti Morfitt has been appointed Executive Chair to oversee the transition [3]

Brands Lululemon CEO Calvin McDonald in the Footwear Experience at Skylight Modern in New York City on 03/08/2022 during the Lululemon footwear experience in celebration of International Women's Day at Skylight Studios on March 8, 2022 in New York City. Vancouver-based athletic purveyor Lululemon will see Calvin McDonald step down as CEO and a director on Jan. 31, according to a Securities and Exchange Commission filing. Board chair Marti Morfitt will serve as executive chair and named two interim co-CEO ...

[music] Good Friday morning. I'm Yind executive editor Brian Sazy and this is opening bid a site for my chat shortly with Beiju bot. Beiju is the co-founder of Robin Hood but he has been spending this year [music] scaling up a new satellite venture.He tells me his young company is about to have a milestone moment. This chat is moments [music] away. Here's what's on my mind right now though.Like Oracle, earlier in the week, Broadcom shares were getting cooked after earnings. The reason for the sell-off is al ...

长沙晚报掌上长沙12月12日讯（全媒体记者 刘捷萍）进入12月，羽绒服穿搭热度攀升，双12期间李佳 琦直播间开设"羽绒节"专场，集结35个国民级品牌超80个羽绒服链接，18小时直播不仅引爆销售，更折 射出当下羽绒服市场的深层变化。 这场直播宛如一场国货羽绒服的线上盛会，经典老牌与新锐品牌同台竞技。雪中飞、雅鹿、坦博尔等国 民品牌各显神通，或主打极致性价比，或创新剪裁突破传统臃肿印象，或凭借扎实工艺收获口碑；波司 登则以品牌积淀赢得理性消费者认可。与此同时，Mefur、日志、茂和等新锐品牌也表现亮眼，凭借高 充绒量、创新品类、精准风格定位迅速破圈，其中Mefur一款咖色长款羽绒服曾创下单场售出3000万的 佳绩。 美ONE合伙人、副总经理蔚英辉表示，直播电商既是消费趋势的"感应器"，也是国货品牌焕新的"推进 器"。未来直播间将持续搭建透明、信任的消费对话场，助力更多优秀国货沉淀长效品牌力。 市场消费趋势正发生显著转变，羽绒服消费从品牌驱动转向参数驱动。如今消费者选购时，会像研究护 肤品成分一样对比绒子含量、充绒克重等核心指标。这一变化倒逼品牌精准匹配多元消费场景，北方用 户青睐防风厚实的派克款、工装风，都市白领 ...