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平价能不能买到羽绒服?记者调查:有“羽绒棉服”含绒量竟然为零
Zhong Guo Xin Wen Wang· 2025-12-12 06:52
平价能不能买到羽绒服引热议 记者调查发现 有的"羽绒棉服"含绒量竟然为零 近期,"平价到底能不能买到真正的羽绒服"成为网络热议话题。记者调查发现,无论是线上电商平台, 还是线下实体门店,都有价格低廉的羽绒服正在售卖。然而,其中不少产品存在名不副实、标识不清等 问题,有些打着"羽绒"旗号的服装甚至不含一丝羽绒,就是普通棉服。 -轻薄透亮 一两百元羽绒服 充绒量低于童装款 "我给母亲买了件轻薄款羽绒服,想着家里房间背阴,一早一晚冷了她可以披一下。结果拿到手一看, 这也太轻薄了吧!对着太阳都能透光,感觉就没啥羽绒。"前不久,市民王女士趁着"双11"在网上购物 平台为母亲购买了一件短款羽绒服,但羽绒服轻薄的程度超乎了她的想象。 记者浏览多个电商平台发现,确实有不少标注一两百元甚至几十元的羽绒服,只不过所能购买到的多是 充绒量很少的轻薄款式。 在雅鹿官方旗舰店,百元左右价位的羽绒服,充绒量从45克至59克不等,服装薄厚程度被明确标注 为"薄"。 优衣库官方旗舰店一款标价299元的高智羽绒服保暖外套,销售量已达"2万+"。购物页面显示,这是一 款加入羽绒与功能性填充物的外套,绒子含量90%。记者注意到,这款羽绒服尺码不同 ...
Lululemon leadership transition: CEO Calvin McDonald to step down in January; athletic wear brand wrestles with dropping sales
The Times Of India· 2025-12-12 05:26
The board said it is working with a leading executive search firm to find McDonald’s successor. In the interim, board chair Marti Morfitt will take on the role of executive chair immediately, overseeing the company’s growth strategy during the transition. Meanwhile, chief financial officer Meghan Frank and chief commercial officer André Maestrini will act as interim co-CEOs. The announcement came alongside Lululemon’s third-quarter earnings, which revealed a 2% decline in net revenue in the Americas, while ...
网红韩国潮牌,只有一年保鲜期?
3 6 Ke· 2025-12-12 03:43
Core Viewpoint - A new wave of Korean fashion brands is emerging in China, characterized by rapid expansion and a short lifecycle, often referred to as "disposable brands" due to their quick rise and fall in popularity [6][29]. Group 1: Market Entry and Expansion - Three new Korean fashion brands, minjiena, lazyz, and fancy club, launched a pop-up event in Shanghai, marking their entry into the Chinese market [1]. - Rest & Recreation opened its first store in mainland China in April and has since expanded to major cities like Beijing and Shanghai [1]. - Emis has successfully entered online platforms like Xiaohongshu and Tmall, followed by physical store openings in key shopping districts [1][19]. Group 2: Decline of Established Brands - Several previously popular Korean brands, such as Mardi Mercredi and NERDY, are rapidly declining or exiting the Chinese market due to various challenges [3][30]. - Mardi Mercredi announced the closure of all its offline stores in China, while NERDY exited the market due to disputes with its Chinese distributor [3][30]. Group 3: Consumer Behavior and Brand Dynamics - The rapid rise and fall of these brands are linked to low brand loyalty and consumer attachment, with many young consumers seeking unique, niche products [6][17]. - The influence of K-pop culture and celebrity endorsements significantly boosts brand visibility and sales, as seen with brands like emis and Mardi [7][13]. - Young consumers are increasingly drawn to unique designs and small labels, often preferring them over established brands [17]. Group 4: Marketing Strategies - Korean fashion brands are leveraging social media influencers and KOLs to enhance brand visibility and attract consumers [19][22]. - The use of pop-up stores and engaging store designs creates a buzz and draws crowds, contributing to the brands' initial success [19][22]. Group 5: Challenges and Risks - The rapid expansion of these brands often leads to a dilution of their unique appeal, resulting in a perception of being "overexposed" or "common" among consumers [30][36]. - Many new brands lack a solid brand foundation and face quality issues, which can deter consumers from repeat purchases [31][33]. - The reliance on local distributors for rapid growth can lead to conflicts and mismanagement, as seen in the case of NERDY [41]. Group 6: Future Outlook - The long-term success of these Korean fashion brands in China will depend on their ability to build brand resilience and adapt to the complexities of the market [46].
Lululemon第三季度净营收增长7%至26亿美元
Zheng Quan Shi Bao Wang· 2025-12-12 00:41
公司上调全年净营收预期至109.62亿—110.47亿美元之间(此前为108.5亿—110亿美元),同比增长4%, 符合市场预期;每股收益预计为12.92美元至13.02美元。预计第四季度净营收和每股收益均不及分析师 预期,并预计毛利率将因关税和"微量豁免"取消而下降。 库存同比增长11%至20亿美元,第三季度净增12家直营门店,总数达到796家。美洲地区净营收下降 2%,可比销售下降5%;国际地区净营收增长33%,可比销售增长18%。 Lululemon第三季度净营收增长7%至26亿美元,高于分析师预期的24.8亿美元;每股收益为2.59美元, 高于预期的2.25美元。 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 17.0%。 ...
Lululemon Shares Rally After Hours as CEO Plans Exit. Does the Market Expect a Strategy Shift?
The Motley Fool· 2025-12-12 00:18
CEO Calvin McDonald is stepping down after a dismal year for the stock.Lululemon Athletica (LULU 0.35%) closed out a tumultuous year on Thursday, announcing in its third-quarter earnings report that Calvin McDonald would be departing as CEO on Jan. 31, 2026.The company also showed off better-than-expected results in the Q3 report, though profits fell, and its guidance for the key holiday quarter missed the mark. At least part of the stock's 11% surge after hours seemed to be a response to the change in the ...
Lululemon CEO Calvin McDonald to step down amid languishing sales in the US
Yahoo Finance· 2025-12-11 23:45
NEW YORK (AP) — Lululemon Athletica Inc, (LULU) said Thursday that its CEO Calvin McDonald is stepping down effective Jan. 31 as the athletic wear maker wrestles with a year of disappointing sales. The company, based in Vancouver, Canada, said that McDonald and the board are working together to manage a “smooth transition,” and he will serve as a senior advisor to the company through March 31, 2026. The board said it was conducting a comprehensive search in partnership with a leading executive search fi ...
lululemon(LULU) - 2026 Q3 - Earnings Call Transcript
2025-12-11 22:32
Lululemon Athletica (NasdaqGS:LULU) Q3 2026 Earnings Call December 11, 2025 04:30 PM ET Company ParticipantsHoward Tubin - VP of Investor RelationsJay Sole - Managing DirectorDana Telsey - CEO and CROPaul Lejuez - Managing DirectorCalvin McDonald - CEOMeghan Frank - CFOMichael Binetti - Senior Managing DirectorBrooke Roach - VP and Equity ResearchJanine Stichter - Managing DirectorConference Call ParticipantsLorraine Hutchinson - Retail AnalystMark Altschwager - Senior Research AnalystMatthew Boss - Equity ...
Lululemon CEO McDonald Is Stepping Down
Bloomberg Television· 2025-12-11 21:58
Let's start with the departure of McDonald. He's been there since 2018. We had a chance to see what he can do the last couple of years.Haven't pleased investors. Do you think this could potentially be a good change for the company. I think it's a positive change.Look, I think Calvin did a great job in scaling the business into a global leader for a period of time, but I don't think he was the right leader at the right time for this business. And what we've seen is throughout the past year, year and a half, ...
Lululemon CEO McDonald Is Stepping Down
Youtube· 2025-12-11 21:58
Let's start with the departure of McDonald. He's been there since 2018. We had a chance to see what he can do the last couple of years.Haven't pleased investors. Do you think this could potentially be a good change for the company. I think it's a positive change.Look, I think Calvin did a great job in scaling the business into a global leader for a period of time, but I don't think he was the right leader at the right time for this business. And what we've seen is throughout the past year, year and a half, ...
lululemon(LULU) - 2026 Q3 - Earnings Call Presentation
2025-12-11 21:30
Financial Performance - Total revenue reached $2.6 billion, a 7% increase[2] - Diluted EPS was $2.59, a 10% decrease[2] - Total comparable sales increased by 2%[2, 11] Segment Performance - Women's apparel revenue increased by 6%[6] - Men's apparel revenue increased by 8%[6] - Accessories and other revenue increased by 12%[6] - Digital revenue increased by 13%[7] - Store revenue was flat[7] Geographic Performance - Americas revenue decreased by 2%[8] - International revenue increased by 33%[8]