Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Past performance is not an indicator of future performance. This post is illustrative and educational ...

Core Viewpoint - Michael Burry's bullish perspective on Lululemon suggests that the company's recent struggles may present a buying opportunity for investors, as he believes the pessimism surrounding the stock is overdone [1][20][24] Company Overview - Founded in 1998 and headquartered in Vancouver, Lululemon designs and markets athletic apparel, footwear, and accessories for both men and women, targeting consumers with active lifestyles [1] - The company has a market capitalization of $24.8 billion and operates globally through various channels, including company-owned stores, outlets, and e-commerce platforms [5] Recent Performance and Challenges - Lululemon's stock has declined over 60% from its all-time high of $516.39 in December 2023, primarily due to softening U.S. demand, product cycle issues, and increased competition [6][12] - The company has faced operational challenges, including management's acknowledgment of stale product lines and the need for improved execution, leading to two cuts in full-year guidance [4][12] - Lululemon is set to exit the Nasdaq 100, which may trigger further selling as index funds rebalance [3] Financial Results - In Q3, Lululemon reported a 7.1% year-over-year revenue increase to $2.57 billion, driven by a 33% surge in international revenues, while net revenues in the Americas fell by 2% [12][18] - Earnings per share (EPS) for Q3 was $2.59, down 9.8% year-over-year, reflecting margin pressures from higher markdowns and tariffs [13] - The company has a strong balance sheet with $1 billion in cash and no debt, and it plans to continue share buybacks [14] Future Outlook - For Q4, Lululemon expects revenues between $3.5 billion and $3.59 billion, with EPS projected at $4.66 to $4.76, indicating near-term margin pressure but a steadier long-term trajectory [18] - The company plans to open 17 net new stores in Q4 and 46 for the full fiscal year 2025, with a focus on international expansion, particularly in China [15][17] Analyst Sentiment - The consensus rating for Lululemon is currently "Hold," with only three out of 30 analysts recommending a "Strong Buy" [22] - Following a recent rally, LULU stock has surpassed the average price target of $205.65, but the highest target of $303 suggests potential upside of nearly 42% [23]

A push for younger customers, a TikTok Christmas trend and a a boost from Taylor Swift helped turn the preppy brand into one of today's most coveted. ...

By November, the Greensboro, N.C.-based company said it expected to substantially offset the impact from increases in tariffs over a 12-to-18-month period through a combination of targeted price increases, sourcing and production optimization within its global supply chain, inventory management, supplier partnerships and other initiatives.“This time will be no different. We have operated through multiple cycles and have the team and operating playbook to not only navigate the current environment but come th ...

Key Takeaways November CPI rose 2.7% year over year, below expectations, easing pressure on Federal Reserve policy meeting.AS expects 21.5% earnings growth next year, with current-year earnings estimates up 10.7% in the past 60 days.ROKU's current-year earnings growth tops 100%, and its earnings estimates jumped 83.3% over the past 60 days.The Federal Reserve cut interest rates in December but signaled only one rate cut in 2026, given that inflation remains high. However, a soft inflation reading for Novemb ...

NEW YORK--(BUSINESS WIRE)--Tapestry, Inc. (NYSE: TPR), the parent company of Coach and kate spade new york, today announced the publication of its FY2025 Corporate Responsibility report. The report outlines the company's progress toward building a more resilient business by embedding responsible practices across its brands and global operations. "I'm proud of the work Tapestry is doing to build an even more resilient, agile and purpose-led business," said Joanne Crevoiserat, CEO, Tapestry. "Our people are b ...

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Dive Brief: As its sales outside the U.S. continue to grow, Lululemon announced plans to expand into six new markets next year, including Greece, Austria, Poland, Hungary, Romania and India. Customers of the brand will be able to shop the European markets online at eu.lululemon.com. Customers in India can access Lululemon through online marketplaces Tata CLiQ Luxu ...

Core Insights - The athletic apparel company is undergoing a significant turnaround that requires more than just effective management skills [1] Group 1 - The company faces challenges that necessitate a comprehensive strategy beyond management changes [1] - A successful turnaround will involve addressing operational inefficiencies and enhancing product offerings [1] - The competitive landscape in the athletic apparel industry is intensifying, requiring innovative approaches to regain market share [1]

精研科技助力"凌峰而上，再造新高" 「FILA 4810凌峰科技」是此次发布的核心，其命名既致敬了欧洲阿尔卑斯山脉最高峰勃朗峰的海拔高 度，也凝练了FILA专业冰雪装备的研发目标——"凌峰而上，再造新高"，即向极限持续精进，不断再 造兼具装备性能与时尚美学的穿着体验新高点。而被称为"人类竞技天花板"的自由式滑雪空中技巧，正 是一项不断向更高难度与更高完成度发起挑战的运动项目。其持续突破自我的竞技精神，与「FILA 4810凌峰科技」所蕴含的研发理念高度契合。 正是基于自由式滑雪空中技巧中国国家队在极寒高速的竞技环境中的真实需求，FILA设计团队与国家 队共同研发推出全新3.0比赛服。该比赛服代表了「FILA 4810凌峰科技」这一面向顶级竞技场景的系统 性科技解决方案的最高技术水准。相较2022年版本，3.0比赛服在材料选择、结构设计与版型剪裁层面 实现系统升级，精准支撑运动员在"稳、难、准、美"四个维度上的极限表现。在顶级赛事装备之外， FILA也即将推出采用国家队比赛服同源科技的「4810凌峰雪壳」。 搭载「FILA 4810凌峰科技」中国自由式滑雪空中技巧国家队全新比赛服 （原标题：FILA发布自由式滑 ...

世界的参差，在冬季格外明显。 当两广人还在研究"必须保证每层衣服都能见人"的规则怪谈，北方的打工人已经老老实实裹紧了最厚的羽绒服。"普通 牛马无法体面过冬"的话题再度被热议——毕竟，足够保暖的装备都不算便宜。 最近全国气温过山车式地波动，伴随着"多个知名品牌羽绒服价格进入2000元时代""羽绒服出厂价已逼近千元"的热 搜，更让人觉得透心凉。 好在，虽然人们的钱包厚度不一，但羽绒服的臃肿显胖却可以说是平等的。当寒潮到位，再倔强的都市丽人也得穿上 鼓囊囊的羽绒服，与时尚和优雅说再见。 羽绒服唯一显瘦的穿法是敞开衣襟，但那还暖和吗？（图/《举重妖精金福珠》） 在"保暖、好看、便宜"的冬季不可能三角中，从前年轻人也许会舍弃"便宜"，咬牙购买能符合另外两个要求的贵价羽 绒服，而现在更多人则会毫不犹豫地抛弃"好看"，投入平价丑衣服的怀抱。 年轻人终于认清，也接受了一个事实：甭管是什么品牌，但凡想在羽绒服里加入所谓的设计感，再贵都会翻车。 于是这个冬天，越卖越贵的中产标配加拿大鹅和Moncler增长失速，几百元的普通羽绒服遭抢购，县城羽绒服品牌鸭 鸭，更是频频在各大平台的销量榜前列刷脸。 任凭消费主义想尽办法把羽绒服打造成 ...