lululemon(LULU)
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Unveiling Lululemon (LULU) Q4 Outlook: Wall Street Estimates for Key Metrics
Zacks Investment Research· 2024-03-18 22:15
Wall Street analysts expect Lululemon (LULU) to post quarterly earnings of $5.01 per share in its upcoming report, which indicates a year-over-year increase of 13.9%. Revenues are expected to be $3.19 billion, up 15% from the year-ago quarter.The current level reflects a downward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Prior to a company ...
Better Stock Buy: Lululemon Athletica vs. Nike
The Motley Fool· 2024-03-18 16:07
Nike和Lululemon Athletica的增长差异 - Nike的销售增长仅为1%,而Lululemon Athletica实现了19%的增长[3] - Nike受制于鞋类市场供应过剩的困境,导致销售疲软[4] Lululemon Athletica的盈利能力 - Lululemon Athletica的毛利率高且不断增长,达到了58%,远高于Nike的45%[7] - Lululemon Athletica将销售的22%转化为营业利润,而Nike仅有12%[8] 投资价值比较 - 尽管Nike具有全球销售规模大和估值较低等优势,但Lululemon Athletica作为增长股票有更好的长期回报潜力[9] - Nike的股价在过去五年仅上涨了17%,远低于市场整体83%的增长和Lululemon Athletica的221%的涨幅[10]
What Could Lululemon Stock Be Worth in 2026?
The Motley Fool· 2024-03-17 17:40
公司目标和计划 - Lululemon Athletica正处于五年计划的第三年,目标是将营收从2021财年的63亿美元增长到2026财年的125亿美元[1] - 公司计划在未来五年内加快每股收益(EPS)的增长速度,预计EPS将翻倍,从2021财年的7.49美元增长到2026财年的15美元以上[2] - 为了在五年内将营收翻倍,Lululemon需要实现大约15%的复合年增长率,而在2022财年,公司的营收增长率已经达到30%[3] 业务表现和市场扩张 - Lululemon预计2023财年全年营收将接近96亿美元,同比增长18%,这表明公司业务正稳步朝着管理层两年前设定的目标迈进[4] - 公司在男装市场的增长计划表现出色,尤其是在2023财年第三季度,男装业务实现了15%的增长[5] - Lululemon计划通过推出新产品,包括首款男士鞋类产品,提高在美国男士市场的品牌知名度,目前男士市场的品牌知名度仅为13%[6] 国际市场和未来展望 - 公司强调在国际市场的增长,2022财年国际营收增长率达到35%,高于北美地区的29%增长率[7] - 在2023财年第三季度,国际营收同比增长49%,而北美地区仅增长12%,这表明Lululemon的管理团队正在完美执行其五年计划[8] 估值和投资建议 - 假设公司按时实现2026财年的目标,将成为一个125亿美元的企业[9] - 根据过去的估值作为参考,假设Lululemon在2026财年的营收为125亿美元,公司估值可能达到750亿美元,相比目前的590亿美元市值,未来三年有望上涨27%[10] - 通过P/E估值模型,假设公司在2026财年实现每股15美元的收益,根据过去十年的P/E平均值,公司股价可能达到675美元,比目前的交易价格高出40%以上[11] - 综合以上分析,Lululemon有望在未来三年内略微跑赢市场,这对股东来说是一个继续持有股票的理由[12] - 对于想要入场的投资者来说,可能需要等待更好的入场时机,因为未来三年内要超越市场可能会有一定难度[13]
Better Buy: Lululemon vs. On Holding Stock
The Motley Fool· 2024-03-16 21:45
Premium athleisure is a big business. Not only are people everywhere becoming more knowledgeable about the health benefits of getting a good workout, but the work-from-home trend means that people are dressing down more often.While Nike is the biggest athletic-wear company by a large margin, there's plenty of room for competitors. Premium activewear is growing at a fast clip, led by Lululemon Athletica (LULU -1.08%), but On Holding (ONON 1.68%) is capturing market share and positioning itself as the "most" ...
Here's Why lululemon (LULU) is Poised for Earnings Beat in Q4
Zacks Investment Research· 2024-03-14 23:56
财务表现 - lululemon athletica inc. 预计在2023年第四季度财报中将见证销售额和利润的增长[1] - Zacks Consensus Estimate显示,公司2023年第四季度销售额预计为32亿美元,较去年同期报告的数字增长15%;盈利预期为每股5.01美元,较去年同期增长13.9%[2] - 公司2024年盈利预期为每股12.49美元,较去年同期增长24%;2024年营收预期为96亿美元,较去年同期增长18.4%[3] - 在过去的四个季度中,公司的盈利超出预期,平均超出9.2%[4] 业务表现 - lululemon 受益于持续的业务势头,产品受到良好反响,店铺流量和在线表现良好[5] - 公司专注于实体零售和在线互动的重要性,通过投资提升店铺体验,实现全渠道能力,包括在线购买线下取货和门店发货[6] - lululemon 正在从改善的在线需求中获益,加速电子商务投资以确保强大的购物体验[7] - 公司在2024年1月报告了强劲的假日销售业绩,销售主要受益于对新款式的关注[8] 财务预测 - 在假日季节表现强劲后,公司提高了2023年第四季度的指导,预计净营收将增长14-15%,每股盈利为4.96-5.00美元[9] - 我们的模型预测公司经营的店铺和直销渠道在第四季度将分别实现14.7%和14.6%的年度收入增长[10] - 公司最近几个季度的毛利率有所改善,主要受益于较低的费用,空运费用的降低有助于产品利润[11] - 预计调整后的毛利率将在第四季度扩大130个基点至58.7%,但公司预测毛利率增长将部分抵消战略投资[12] 经营策略 - 公司正在加大投资于增长倡议,管理层预计第四季度SG&A费用将同比增加160-190个基点[14] - 我们的模型预测第四季度调整后的营运利润率为28.1%,较去年同期实际略有下降,但调整后的营运收入预计将同比增长13.8%[15] - Zacks 模型明确预测 lululemon 本季度将实现盈利超预期,Earnings ESP为+0.53%,Zacks Rank为3[16]
Lululemon (LULU) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Zacks Investment Research· 2024-03-14 23:01
Wall Street expects a year-over-year increase in earnings on higher revenues when Lululemon (LULU) reports results for the quarter ended January 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on March 21, 2024, might help the stock move higher if these key numbers are better than expec ...
Should You Buy lululemon athletica (LULU) Ahead of Earnings?
Zacks Investment Research· 2024-03-14 21:30
财报表现 - lululemon athletica inc. (LULU)可能是一家即将在财报季度取得成功的公司[1] - 最准确的估算显示,LULU当前季度每股收益为5.04美元,高于Zacks Consensus Estimate的5.01美元,这表明分析师最近上调了对LULU的预期[3] - 分析师最近对LULU的盈利预期进行了积极的修订,这通常是盈利超预期的前兆[2]
The 3 Most Undervalued Athleisure Stocks to Buy in March 2024
InvestorPlace· 2024-03-14 04:37
The athleisure segment has had mixed fortunes. While highfliers such as Lululemon (NASDAQ:LULU) continue to post amazing growth, other players have stumbled. Today, there are several undervalued athleisure stocks to consider.Broadly, the athleisure segment has been a growing category for several reasons. First, the work-from-home trend catalyzed by the Covid-19 pandemic has been a boost. It has reduced the demand for official wear. After all, with business meetings happening via video calls in our homes, lo ...
Why Lululemon (LULU) Dipped More Than Broader Market Today
Zacks Investment Research· 2024-03-12 06:56
股价表现 - Lululemon (LULU) 最新收盘价为 $457.76,较上一交易日下跌了 0.57% [1] - Lululemon 过去一个月的股价下跌了 2.09%,落后于消费者自由支出部门的增长率为 0.38% 和标普 500 指数的增长率为 2.7% [2] 财务预期 - Lululemon 将于 2024 年 3 月 21 日发布财报,预计每股收益为 $4.99,同比增长 13.41%,营收预期为 $3.19 亿美元,同比增长 15.04% [3] 估值和评级 - 分析师对 Lululemon 的估值近期发生了变化,这些变化通常反映了最新的短期业务趋势,可以将积极的估值修订解读为公司业务前景的良好迹象 [4] - Zacks Rank 模型显示,Lululemon 目前的 Zacks Rank 为 3 (持有),过去 30 天内,我们的每股收益预测下调了 0.02% [5] 行业比较 - Lululemon 目前的前瞻市盈率为 32.13,较行业的前瞻市盈率 13.77 高出很多 [6] - 纺织服装行业目前的平均 PEG 比率为 1.63,处于行业的底部 36% [8] - 纺织服装行业隶属于消费者自由支出部门,该行业的 Zacks Industry Rank 为 162,位于所有 250+ 行业的底部 36% [9] - Zacks Industry Rank 通过测量组内个别股票的平均 Zacks Rank 来衡量行业群体的实力,研究显示,排名前 50% 的行业胜过底部一半的行业 [10] 其他信息 - 请继续关注 Zacks.com,以了解这些影响股票的指标以及更多信息 [11]
Can This Unstoppable Stock Outperform the "Magnificent Seven" in the Next 5 Years?
The Motley Fool· 2024-03-11 20:45
Anyone who even remotely observes the economy or the stock market has likely heard of the so-called "Magnificent Seven." These industry-leading tech enterprises dominate their end markets, and they have historically made for tremendous investments.But given their massive market caps, investors might be turned off from wanting to buy them, assuming that they don't possess a lot of upside from this point forward. Luckily, there are other, more under-the-radar, businesses that should be on your watch list.Can ...