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lululemon上季度中国市场增长25%,成为扩张重点
Nan Fang Du Shi Bao· 2025-09-07 04:30
Group 1 - Lululemon reported a 7% year-over-year increase in global net revenue to $2.5 billion for Q2 of fiscal year 2025, with a net profit of $370.9 million [2] - The China market was a key growth driver, with net revenue increasing by 25% year-over-year, making it the second-largest market globally, while the Americas market only grew by 1% [2][5] - The international market saw a 22% year-over-year increase in net revenue, with the Americas market's revenue at $1.758 billion, and other regions growing by 19% to $374 million [4] Group 2 - Lululemon's CEO, Calvin McDonald, highlighted the company's focus on enhancing brand awareness through diverse activities and experiences, including the successful "Summer Fun Challenge" [5] - The company plans to open approximately 15 new stores in the Americas, with nearly half located in Mexico, and will prioritize new store openings in China [7] - The CFO, Meghan Frank, indicated that the company adjusted its full-year revenue expectations due to underperformance in the U.S. market, projecting Q3 net revenue of $2.47 billion to $2.5 billion, a growth of about 3% to 4% [7]