Nike和Lululemon股票表现 - Nike和Lululemon Athletica的股票在今年都出现了下跌，分别下跌了14%和24%[1] 公司定位 - Nike是运动鞋市场的领导者，而Lululemon则在推进新地理和产品类别方面前景光明[2] 财务表现 - Lululemon在财务方面表现更好，毛利率提高了2个百分点，达到了59%的销售额，而Nike的毛利率仅为45%[8]

消费品公司增长潜力 - 强大的消费品公司如Lululemon Athletica展现出高增长潜力，同时降低了投资风险[3] - Lululemon Athletica拥有忠实粉丝群体和高利润率，持续推动高利润[4][6] - 公司核心市场持续增长，预计未来将保持稳健增长[7] 投资策略 - 短期股价波动为聪明投资者提供机会，长期趋势更为重要[10] - 公司管理层对未来发展充满信心，有望超越预期[11] - Lululemon Athletica目前的股价估值处于近五年来的最低水平，是长期投资的不错选择[13]

Short-term returns can quickly turn negative for any stock, but this is especially true for one that had been soaring before bad news came to light. That's the tough situation that Lululemon Athletica (LULU 0.86%) shareholders recently faced.The stock had been rallying heading into its fiscal Q4 earnings report on March 21, but fell hard in the immediate wake of that announcement. Shares are now trailing the return of the wider market over the past year after having roughly doubled the S&P 500's 30% gain be ...

财务数据 - 2024年FY2023营收为96.2亿美元，同比增长18.6%[1] - 2024年FY2023净利润为15.5亿美元，同比增长81.4%[1] - 2024年FY2023净利率为16.1%，较上一财年增长5.6个百分点[1] - 2024年FY2023营业利润率为22.2%，较上一财年增长5.8个百分点[1] - 2024年FY2023毛利率为58.3%，较上一财年增长2.9个百分点[1] 收入情况 - 中国大陆收入为9.6亿美元，同比增长67.2%[3] - 美洲地区收入为76.3亿美元，同比增长11.9%[3] - 公司自营零售店收入为44.1亿美元，同比增长20.9%[3] - DTC收入为43.1亿美元，同比增长16.5%[3] - 女士产品收入为61.5亿美元，同比增长16.9%[3] 未来展望 - 公司预计FY2024Q1收入为21.75-22.00亿美元，同比增长9%-10%[7] - 公司预计FY2024年收入为107-108亿美元，同比增长10%-11%[7] - 公司调整FY2024-FY2026收入预测，预计收入为109/126/146亿美元，同比增长13%/16%/15%[8] - 公司预计FY2024-FY2026净利润分别为18/22/25亿美元，同比增长18%/18%/16%[8] - 公司预计FY2024-FY2026每股收益分别为14.3/17.0/19.7美元[8] 其他 - 公司维持“买入”评级，对应2024年3月22日收盘价403.19美元[8] - 风险提示包括门店扩张不及预期、新品类市场反响不及预期、新市场开拓遇阻、经济下行需求复苏不足、市场竞争加剧等[9]

Despite exceeding their quarterly top and bottom line expectations on Thursday, Nike (NKE)  and Lululemon (LULU)  shares fell in today’s trading session due to softer-than-expected guidance.Still, investors may be wondering if it’s time to buy the dip in these prominent retailers with Nike’s stock now down -13% year to date while Lululemon shares have fallen -20%.Image Source: Zacks Investment ResearchFavorable Quarterly ResultsReporting its fiscal third quarter results yesterday, Nike posted earnings of $0 ...

Nike股价下跌 - Nike股价周五下跌8%，因为Air Jordan制造商警告称在第一半年度销售额将下降，因为它正在用更时尚的运动鞋替换旧款式[1] - Nike计划减少经典鞋款的供应，如其Air Force 1和Pegasus，以便专注于恢复其跑鞋类别，并推出包括其Air Max Dn在内的新产品[3] - 至少有12家经纪公司在发布业绩后下调了对Nike的目标价，将中位数目标价从去年12月的126美元降至116美元[6] Lululemon股价下跌 - Lululemon Athletica的股价下跌了17%，因为其高端休闲服装的需求减少[1] - Lululemon报告显示，第四季度北美销售增长了9%，远低于一年前的29%和上一季度的12%[4] - Piper Sandler分析师Abbie Zvejnieks在一份报告中表示，美国销售增长的减速程度引发了对市场份额机会的担忧[5] Nike股价展望 - Wedbush分析师Tom Nikic表示，直到市场看到新产品能够充分增长和扩展的证据，我们认为这支股票将继续备受争议，将继续停滞不前[7]

Shares of athletic apparel company Lululemon Athletica (LULU -16.58%) sank on Friday after the company reported financial results for its fiscal fourth quarter of 2023. As of 10 a.m. ET, Lululemon stock was down 17%.Investors are disappointed todayLululemon is a fast-growing company, and Wall Street's expectations are consequently sky-high -- expectations that will go unmet in 2024. The company reported its fiscal 2023 numbers yesterday afternoon. But its financial guidance for fiscal 2024 is what's rattlin ...

Shares of lululemon athletica inc. (LULU) gained 2.1% in the after-market trading session on Mar 21, following strong fourth-quarter fiscal 2023 results. Revenues and earnings surpassed the Zacks Consensus Estimate and improved year over year.The results were driven by innovative product offerings and the strength of the company's business model. It has been on track with the Power of Three X2 growth plan. It outlined its guidance for the fiscal first quarter and fiscal 2024.Top & Bottom Lines in Detaillulu ...

Lululemon Athletica Inc (NASDAQ:LULU)股价表现 - Lululemon Athletica Inc (NASDAQ:LULU) 股价下跌14.5%，报409.20美元，尽管这家服装零售商超过了第四季度的盈利和营收预期[1] - 公司发布了令人失望的年度营收预测，因产品需求下降，导致股价下跌[1] - LULU股价跌至去年11月以来的最低水平，远低于120日移动平均线，今年股价已下跌20.5%[3] 分析师观点和市场预测 - 分析师普遍看好Lululemon Athletica股票，12个月的目标价为489.45美元，是当前股价的20.8%溢价[2] - 期权交易量大增，已达到日均交易量的25倍，多数交易者看跌LULU，预计股价会进一步下跌[4]

In the realm of stock markets, even the smallest details can have a big impact. This was demonstrated recently by Lululemon (NASDAQ: LULU) after its earnings release on March 21. Despite the company posting impressive results, with a double earnings beat—$5.29 earnings per share compared to the expected $5.00, and revenue of $3.21 billion surpassing the expected $3.19 billion—the stock took a surprising nosedive, dropping by 13% in pre-market just hours after the conference concluded.LULU stock 24-hour pric ...