Key PointsLululemon shares were trading down heavily in the aftermath of Thursday’s report. While they managed to beat expectations, the company’s forward guidance was lighter than expected. However, several analysts have already reiterated their Buy ratings, so we could be looking at an interest entry opportunity here. 5 stocks we like better than Lululemon AthleticaLast night, the athleisure giant Lululemon Athletica Inc. NASDAQ: LULU reported its Q4 earnings in what was a highly anticipated release. Whil ...

Key TakeawaysLululemon shares traded sharply lower in extended trading Thursday evening after the company issued guidance that came in below analysts' expectations amid softness in its Americas business.CEO Calvin McDonald said there's been a shift in U.S. consumer behavior that has led to a slower start to the year.The Lululemon share price may find support from an uptrend line and the nearby 200-day moving average around $431. Shares in Lululemon Athletica (LULU) plunged 11% in after-hours trading Thursda ...

业绩总结 - Lululemon Athletica Inc. 第四季度总收入增长16%[11] - 全年2023年收入增长19%，达96亿美元，美洲地区增长12%，中国大陆增长67%，其他地区增长43%[13] - 调整后的每股收益为5.29美元，较去年同期的调整后每股收益4.40美元增长[12] - 2023年调整后的运营利润率增加110个基点，调整后的每股收益较2022年增长27%[13] 用户数据 - 中国大陆市场的收入增长了78%，可比销售增长了60%[28] - 全球数字渠道的收入增长了17%，贡献了总收入的52%[28] - 全球总共拥有711家门店，与去年相比增加了56家新店[28] - 公司目前有1700万活跃会员，该计划旨在提高客户生命周期价值和支出[93] 未来展望 - 公司计划在2024年在美国开设5至10家新店和对15至20家店铺进行优化[14] - 公司将继续投资增加品牌知名度，激活社区活动和品牌活动，以进一步巩固其在市场中的地位[15] - 公司预计中国市场的增长率将显著高于全年指导的10%至11%，并看好未来潜力[69] - 公司计划在2024年继续扩大运营利润率[84]

Lululemon (LULU) reported $3.21 billion in revenue for the quarter ended January 2024, representing a year-over-year increase of 15.6%. EPS of $5.29 for the same period compares to $4.40 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.19 billion, representing a surprise of +0.50%. The company delivered an EPS surprise of +5.59%, with the consensus EPS estimate being $5.01.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ho ...

财报表现 - Lululemon (LULU)上季度每股收益为5.29美元，超过了Zacks Consensus Estimate的5.01美元[1] - lululemon athletica上季度营收为32.1亿美元，超过了Zacks Consensus Estimate[3] - lululemon athletica股价自年初以来下跌了8.3%，表现不如标普500指数[5] 盈利前景 - 公司的盈利前景将影响股价的短期走势，管理层在财报电话会议上的评论至关重要[4] - 对于lululemon athletica未来的展望，投资者可以关注公司的盈利前景，以及近期盈利预期的变化[6] - 研究表明，盈利预期修订与股价走势之间存在强烈的相关性，投资者可以关注这一指标[7] - 目前lululemon athletica的盈利预期修订趋势为混合，预计股价将与市场表现一致[8] 行业前景 - 投资者应该关注行业前景对股票表现的影响，当前纺织-服装行业排名在Zacks行业中的底部31%[10]

业绩总结 - 公司2023财年净收入总额为5633.11亿美元，同比增长16%[33] - 公司2023财年净收入中，中国大陆市场增长78%，达到82亿美元，占比约为14.5%[33] - 公司2023财年净收入中，全球其他地区增长36%，达到36亿美元，占比约为6.4%[33] 用户数据 - 公司2023财年可比销售额增长12%，达到622.53亿美元[33] - 公司2023财年可比销售额中，中国大陆市场增长56%，达到60亿美元，占比约为9.6%[33] - 公司2023财年可比销售额中，全球其他地区增长31%，达到31亿美元，占比约为5%[33] 未来展望 - 公司2024年预计净收入将增长11%至12%，每股收益为14.00至14.20美元[11] - 公司计划到2026年将业务规模从2021年的62.5亿美元增长至125亿美元[13] 新产品和新技术研发 - lululemon athletica inc. 是一家专注于瑜伽、跑步、训练等领域的技术性运动服装、鞋类和配饰公司[16] 市场扩张和并购 - 公司2023年第一季度至第四季度，lululemon athletica inc.的公司经营店铺数量从655家增加到711家[36] - 公司2023年第一季度至第四季度，公司总毛面积从2,575千平方英尺增加到2,967千平方英尺[36]

Lululemon on Thursday reported holiday earnings that topped expectations, but the athletic apparel retailer's guidance came in below estimates as its growth in North America stagnates.Here's how company did in its fourth fiscal quarter compared with what Wall Street was anticipating, based on a survey of analysts by LSEG, formerly known as Refinitiv:Earnings per share: $5.29 vs. $5.00 expectedRevenue: $3.21 billion vs. $3.19 billion expectedThe company's reported net income for the three-month period that e ...

财务表现 - Lululemon在2023财年前三个季度的营收同比增长20.1%，达到64亿美元，运营收入同比增长20%，达到12亿美元，净收入也增长20%，达到8.81亿美元[1] - Lululemon的2023财年第四季度预计营收约为32亿美元，与市场预期一致[3] - Trefis分析预计Lululemon的2023财年第四季度每股收益为5美元，与市场预期一致[6] 估值分析 - 尽管表现出色，但LULU股票被高估，目前的市盈率为59倍，较历史平均值和行业同行（Nike NKE的市盈率为30倍）高出许多[1] - Trefis预测Lululemon的估值为446美元，几乎与当前市场价格持平[2] - 根据Lululemon的估值，2023财年的每股收益约为10.96美元，市盈率为40.7倍，这将导致股价为446美元，仅比当前市场价格低4%[7] 合作伙伴关系 - Lululemon与Peloton达成了为期五年的合作伙伴关系，计划通过“Power of Three x2”战略计划到2026年将营收翻倍至125亿美元[4]

VANCOUVER, British Columbia--(BUSINESS WIRE)--lululemon athletica inc. (NASDAQ: LULU) today announced the appointment of Teri List to serve on its Board of Directors, effective immediately. “Teri’s impressive experience as a business leader and board member for large, global companies will add great value as we continue to grow lululemon around the world,” said Martha Morfitt, Chair of the Board. “We’re pleased to welcome Teri to the lululemon Board of Directors and grateful to benefit from her extensive ...

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