公司调整配送中心 - 公司计划关闭位于华盛顿的配送中心，并裁员128人[1][2] - 关闭Sumner配送中心是为了优化分销网络，支持未来业务愿景[3] - 公司在过去几年里将仓库面积扩大了三倍以上，以适应其快速增长[6] 仓库扩张计划 - 公司在加拿大和美国拥有和租赁了112万平方英尺的配送中心，到今年1月底，这一数字增长到了近400万平方英尺[7] - 公司在2021年在加州安大略市的安大略租赁了一座126万平方英尺的设施[8] - 新的加拿大设施预计将在2026财年投入运营[9] 公司业务发展 - 公司在过去十年里主导了运动服装领域，年销售额从2013财年的16亿美元增长到2023财年的96亿美元[10] - 最近，公司在北美的增长开始停滞，尽管在假日销售方面表现优异，但在美国的销售放缓[11]

Key PointsAfter falling by more than 35% from all-time highs, Lululemon stock gives investors a dip-buying opportunity. Fundamentals remain strong, and the U.S. consumer is unstoppable, so the sell-off likely resulted from a market-wide tantrum. Despite recent bearish price action, analysts and institutions still see a double-digit upside in the name. 5 stocks we like better than Lululemon AthleticaPrice action, especially to the downside, can be scary for some investors. However, a price chart is only part ...

We AreOpener I invest actively in the stock market for two major reasons. Firstly, and perhaps most obviously, I seek to beat the market and create wealth over the long term. Secondly, I genuinely enjoy picking stocks. I derive satisfaction from estimating my odds, learning about great businesses, and sharing my insights here. Indeed, there are numerous ways to profit in the market. Trading, for example, offers potential returns, albeit with unfavorable odds – though it's not a path I pursue. Classic va ...

热门运动服装股票表现 - 瑜伽领头羊Lululemon和运动鞋巨头Nike的股价分别下跌了34%和48%[1] - Under Armor股票接近历史最低点，可能是深度价值投资[5] - On Holdings股价翻倍，被认为是热门运动服装成长股[9] 行业展望 - 活动服装行业整体表现疲软，投资者或许应关注更广泛的行业寻找增长点或深度价值[3] - Gap在高端瑜伽服装和经济实惠的运动服装领域有发展空间[13] - Gap股价上涨189%，被视为潜在投资机会[14]

公司概况 - Ralph Lauren (RL) 和 Lululemon (LULU) 是两家纺织服装公司，RL 目前的 Zacks Rank 为 2 (Buy)，而 LULU 的 Zacks Rank 为 3 (Hold) [3] 估值指标比较 - RL 的前瞻 P/E 比率为 15.24，而 LULU 的前瞻 P/E 比率为 25.47 [5][6] - RL 的 P/B 比率为 4.24，而 LULU 的 P/B 比率为 10.75，这些指标帮助 RL 获得了 B 的价值评级，而 LULU 获得了 D 的价值评级 [7][8] 投资建议 - 根据 Zacks Rank 和 Style Scores 模型，RL 在价值投资者眼中可能是更好的选择 [9]

This company has barely penetrated many markets, but it's growing rapidly as it establishes its brand.The S&P 500 is up 9% year to date, and with stocks rising, it's getting harder to find bargains. On Holding (ONON 1.85%) is a fairly new stock that's down 38% since its highs. It's climbing this year, but investors should still take a look at this high-growth stock.Why On looks like a compelling buyYou might have noticed people in your neighborhood wearing On's uniquely designed CloudTec running shoes, whic ...

Thursday, April 4th, 2024For those of you who had been scratching your heads about how the markets could be so complacent, wonder no more. Turns out you were right: a rich, slightly bitter brew of fewer interest rate cuts possible, geopolitical concerns and signs of softening consumer spending have at last had a negative impact on markets today. Today’s sell-off was deep, but not hellacious: the Dow dropped -529 points, -1.35%, the Nasdaq -228 points, -1.40%, the S&P 500 -1.23% and the small-cap Russell 200 ...

Is premium athletic apparel entering its flop era?Despite the booming success of industry darlings like HOKA and On Cloud — two sneaker brands with a cult-like consumer following — top contenders in the activewear market are faltering in sales.Some are even shuttering.Lululemon’s Q4 report revealed stalling sales in the Americas, only growing 9% — significantly less than the year prior despite its steady success throughout the COVID-19 pandemic and related supply-chain hiccups. Shares in the apparel giant, ...

公司业绩 - 公司在第四季度表现强劲，收入达到32.1亿美元，同比增长近16%，超出分析师预期[4] - 全年净收入按恒定汇率计算增长20%，毛利率扩大至58.3%，全年稀释每股收益同比增长83%[5] - 公司对FY24的指引虽然略低于分析师预期，但主要原因是美国市场需求疲软，公司计划加大投资提升品牌知名度[6] 中国市场表现 - 公司在中国市场表现出色，收入同比增长78%，品牌知名度仍有提升空间[12] 产品创新 - 公司持续注重创新，推出多款新产品，包括运动服装和鞋类，同时保持较高的毛利率和营运利润率[16][17][18] 未来展望 - 根据预测，公司的未来增长前景仍然积极，预计FY25的每股收益将达到16.76美元，股价目标为520美元，较当前水平有望上涨39%[21] 长期投资价值 - 尽管面临一些风险，如北美零售环境竞争加剧和品牌推广投资带来的成本增加，但公司仍然具备长期投资价值，评级被升级为强烈买入[22][23][24][25] 投资建议 - 投资者应该关注公司在中国市场的快速增长和创新能力，以及公司在提升品牌知名度的努力，当前股价下跌为长期投资者提供了良机[26][27]

The apparel giants battle it out as both trade near their 52-week lows.When it comes to sports apparel, Nike (NKE -1.74%) has long been the top dog. However, challengers are coming for the top spot, including athletic leisure and apparel company Lululemon (LULU -1.85%).Both stocks have been very lucrative to own over the long term. Unfortunately, they're both in a bit of a rut, trading within shouting distance of their 52-week lows.I think these dips are great buying opportunities for long-term investors. B ...