Key TakeawaysLululemon Chief Product Officer Sun Choe resigned as the company announced an organizational restructuring.The fashion workout apparel maker said it would not replace the CPO position.Shares slumped to their lowest level in more than a year Wednesday. Shares of Lululemon Athletica (LULU) fell to their lowest level in more than a year Wednesday, a day after the maker of fashion workout clothes shook up its organizational structure and announced the departure of Chief Product Officer Sun Choe. Th ...

The shares of Lululemon Athletica Inc (NASDAQ:LULU) are down 7.2% to trade at $299.86, and earlier hit a 52-week low of $298.64, after the resignation of the athletic retailer's chief product officer. The company will not replace the role, instead creating a new team comprised of merchandising and brand functions leaders. The news came as a surprise, and sparked warning bells amongst analysts. Jefferies noted the adjustments could suggest weaker top-line results over next few quarters. Wedbush slashed its p ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

lululemon athletica inc. (LULU) stays ahead of the curve, thanks to the continued business momentum and its innovative products. The company is capitalizing on the importance of physical retail and the convenience of online engagement. It is also on track with the Power of Three X2 growth plan.LULU has been showcasing growth across channels, regions and product categories. This underscores the company's ability to attract and retain customers, both in-store and online. The top and bottom lines have been wit ...

股价表现 - Lululemon Athletica的估值因销售增长放缓而下降[1] - 公司面临着错失投资机会的担忧，因为市场一直在飙升[1] - 公司在核心美国市场的销售增长放缓，导致股价表现不佳[4] - 股东担心股价还有下跌空间，因为Lululemon的估值是Nike的5倍，而Nike的估值低于3倍[6] 财务表现 - Lululemon Athletica的财务表现令人印象深刻，但市场对未来增长放缓的担忧导致股价表现不佳[3] - Lululemon Athletica的股价被定价为更快的增长，但管理层预测当前季度的销售增长为个位数，与去年初的30%增长相比下降[5] - 公司在国际市场的增长潜力巨大，国际销售增长率达到56%，但国际销售仅占业务的20%[7] - 公司最近推出的外套和鞋类产品获得成功，同时拓展到儿童和男士服装领域，有助于扩大年收入约100亿美元的规模[8] - Lululemon在2023财年报告了一些惊人的财务结果，包括销售额增长20%，毛利率提高到销售额的58%，调整后的营业利润率从去年的22%提高到23%[9] 投资建议 - 下一个财年的盈利可能会较上一年有所失望，但投资者不应因此远离这支股票[10] - 有耐心的股东可以忽略短期的增长前景，专注于以折扣价购买这家强劲的零售商的股票[11]

Key PointsLululemon shares have struggled to consolidate after last quarter’s dismal earnings report.However, several analysts have been reiterating their Buy rating with aggressive price targets. With an attractive valuation and an RSI reading that suggests the stock is heavily oversold, things could be about to get interesting.5 stocks we like better than Lululemon AthleticaIt’s been a tough year for shares of Lululemon Athletica Inc. NASDAQ: LULU; there’s no getting around it. While the rest of the equit ...

Keeping an eye on what Barclays and other large investment banking firms can provide insights into a stock’s market position. These price targets, like any other financial analysis, are predictions that cannot account for the human factors of a corporation, such as quality control, leadership, and productivity. Looking for stocks with lowered price targets helps determine if you’re buying a stock at the right time. The saying goes “Buy low, sell high,” making it unwise to buy when analysts say a stock will ...

Eric Broder Van Dyke/iStock Editorial via Getty Images Investment Thesis With economic data digested and the Fed meeting behind us, earnings season takes center stage. However, mixed signals abound, prompting caution, especially for consumer discretionary stocks – a sector hypersensitive to economic cycles. Morgan Stanley’s Mike Wilson, one of my favorite equity strategists, points to reports from McDonalds (MCD), Starbucks (SBUX), and Amazon (AMZN) that belt tightening is underway. This trend continued ...

Lululemon (LULU) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this athletic apparel maker have returned -1.3%, compared to the Zacks S&P 500 composite's -0.3% change. During this period, the Zacks Textile - Apparel industry, which Lululemon falls in, has lost 2.5%. The key question now is: What could be the stock's future direction ...

文章核心观点 - 公司正处于增长阶段,通过"3x2"战略实现收入翻番目标 [5][6][7] - 国际市场尤其是中国市场是公司重要的增长引擎 [8][9][10][11] - 公司毛利率优势明显,估值相对历史也较为合理 [14][15][16][17] 公司概况 - 公司是一家专注于运动服装和瑜伽服装的高端品牌 [2] - 公司2021年收入为62.5亿美元,目标到2026年翻番至125亿美元 [5] - 公司正在加大国际市场特别是中国市场的拓展力度 [8][9][10][11] 业绩表现 - 2021年公司收入增长约40%,2022年增长约30% [3] - 2023财年第四季度收入同比增长约16% [3] - 2024财年公司预计收入增长11-12% [6] 盈利能力 - 公司毛利率在最近一个季度达到59.4%,同比提升430个基点 [15] - 相比之下,竞争对手耐克的毛利率仅为44.8% [16] - 公司2024财年预计每股收益为14-14.2美元,市盈率约为25倍 [16][17] 风险因素 - 新兴品牌Alo可能对公司构成一定挑战 [18] - 但公司海外市场增长强劲、产品线丰富、现金储备充足等因素有助于抵御风险 [19]