Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Lululemon (LULU) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Lululemon currently has an average broker ...

Key TakeawaysLululemon Athletica shares moved higher in premarket trading Friday after the activewear retailer reported higher-than-expected profit and outlined efforts to accelerate the introduction of new products, offsetting weak sales and a cut to its full-year outlook.The stock's premarket move sets the stage for a potential retest of the top trendline of a descending channel and the 50-day moving average.Investors should monitor post-earnings price levels on the Lululemon chart at $272, $293, $335. an ...

文章核心观点 - 公司在第二季度营收增长放缓,但股价仍上涨4%,显示市场对公司的乐观情绪 [1] - 公司在美国市场的表现仍是投资者关注的焦点,但中国市场和加拿大市场表现良好 [2][3] - 公司毛利率和营业利润率创历史新高,显示其定价能力和成本控制能力较强 [5][6] - 公司女性服装销售增长放缓,管理层认为是由于新品引入不足导致转化率下降 [8] - 公司加快推出新款女性服装,希望在2025年春季前恢复到历史水平 [8] - 公司加大股票回购力度,有助于每股收益的提升 [10] - 公司下调全年收入指引,主要受到宏观经济环境不确定性的影响 [11] 根据目录分类总结 区域业务表现 - 美国市场增速放缓,成为投资者关注的焦点 [2][3] - 中国市场和加拿大市场增长保持较好 [2][3] - 整体国际市场增速高于美洲市场 [3] 毛利率和利润率 - 公司毛利率和营业利润率创历史新高,显示定价能力和成本控制能力较强 [5][6] - 各区域利润率表现良好,美国、中国和其他国家/地区均有不同程度的提升 [6] 销售渠道和库存 - 线上销售占比约38%,公司的增长不完全依赖于门店面积扩张 [4] - 公司库存同比下降14%,预计第三季度和第四季度将有中高单位数的增长 [9] 产品表现 - 女性服装销售增长放缓,主要是由于新品引入不足导致转化率下降 [8] - 公司将加快推出新款女性服装,希望在2025年春季前恢复到历史水平 [8] 资本配置 - 公司加大股票回购力度,有助于每股收益的提升 [10] 未来展望 - 公司下调全年收入指引,主要受到宏观经济环境不确定性的影响 [11] - 未来12-18个月内,公司美国业务的表现将是决定股价走势的关键因素 [12]

Lululemon Athletica Inc. (NASDAQ:LULU) Q2 2024 Earnings Conference Call August 29, 2024 4:30 PM ET Company Participants Howard Tubin - Vice President, Investor Relations Calvin McDonald - Chief Executive Officer Meghan Frank - Chief Financial Officer Conference Call Participants Matthew Boss - JPMorgan Alex Straton - Morgan Stanley Paul Lejuez - Citi Michael Binetti - Evercore Janine Stichter - BTIG Lorraine Hutchinson - Bank of America Dana Telsey - Telsey Group Brooke Roach - Goldman Sachs Mark Altschwage ...

Lululemon management lowered its full-year guidance of revenue and earnings.Athletic apparel specialist Lululemon Athletica (LULU 0.07%) reported mixed second-quarter results on Thursday. Earnings per share (EPS) surpassed analyst consensus expectations but revenue slightly missed. This reflects steady growth but highlights areas for potential improvement in revenue generation.The quarter was marked by robust international growth and improved margins, but the growth in the Americas lagged. Overall, the quar ...

For the quarter ended July 2024, Lululemon (LULU) reported revenue of $2.37 billion, up 7.3% over the same period last year. EPS came in at $3.15, compared to $2.68 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.4 billion, representing a surprise of -1.37%. The company delivered an EPS surprise of +7.88%, with the consensus EPS estimate being $2.92.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they com ...

SAN DIEGO, Aug. 29, 2024 (GLOBE NEWSWIRE) -- Robbins LLP reminds investors that a shareholder filed a class action on behalf of all persons and entities that purchased or otherwise acquired Lululemon Athletica Inc. (NASDAQ: LULU) securities between December 7, 2023 and July 24, 2024. Lululemon is principally a designer, distributor, and retailer of technical athletic apparel, footwear, and accessories. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. ...

Lululemon (LULU) came out with quarterly earnings of $3.15 per share, beating the Zacks Consensus Estimate of $2.92 per share. This compares to earnings of $2.68 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.88%. A quarter ago, it was expected that this athletic apparel maker would post earnings of $2.38 per share when it actually produced earnings of $2.54, delivering a surprise of 6.72%.Over the last four quarters, the c ...

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, ...

财务业绩 - 净收入增长7%至24.11亿美元[99] - 净收入增加9%至45.8亿美元，其中中国大陆和其他地区市场的收入增长较快[129,131] - 总体销售额同比增长10%,其中中国大陆地区增长44%,其他地区增长28%[157] - 总体同店销售额同比增长5%,其中中国大陆地区增长28%,其他地区增长23%[157] 毛利及营业利润 - 毛利增长9%至14.12亿美元，毛利率提升80个基点至59.6%[111] - 毛利率提升至58.7%，毛利增加2.38亿美元，增幅9.7%[135] - 毛利率增加主要是由于产品毛利率上升120个基点以及产品部门成本占净收入的比例下降70个基点[136] - 营业利润增长13%至5.40亿美元，营业利润率提升110个基点至22.8%[101] - 营业利润增加6.1亿美元，增幅12.7%，营业利润率提升至22.8%[120] - 中国大陆地区营业利润增加主要是由于毛利润增加11890万美元[144] - 其他地区营业利润增加主要是由于毛利润增加7960万美元[145] - 总体营业利润增加主要是由于毛利润增加2379万美元和其他收益净额增加2590万美元[149] 地区表现 - 中国大陆地区销售增长34%，达到3.14亿美元[109] - 其他地区(亚太和欧洲中东)销售增长24%，达到3.15亿美元[110] - 中国大陆和其他地区的同店销售分别增长21%和17%[109,110] - 美国市场销售增长1%[108] - 美国市场同店销售下降3%[108] - 中国大陆市场收入增长39%，同店销售增长24%[133] - 其他地区市场收入增长25%，同店销售增长20%[134] - 美国市场收入增长2%，同店销售下降1%[132] 费用及其他收益 - 销售、一般及管理费用增加5.5亿美元，主要由于市场营销费用和员工成本的增加[114,115] - 销售、一般及管理费用增加主要是由于总部成本增加7630万美元以及运营渠道成本增加7200万美元[138][139] - 其他收益净额增加1.06亿美元，主要由于利息收入增加[124] 现金流及流动性 - 经营活动产生的现金流增加主要是由于净收入增加8230万美元[162] - 投资活动使用的现金减少主要是由于结算净投资套期和资本支出减少[163] - 融资活动使用的现金增加主要是由于股票回购增加[164] - 公司相信现金和现金等价物余额、经营活动产生的现金以及可用的承诺循环信贷额度将足以满足未来12个月的流动性需求和资本支出需求[165] - 公司于2024年7月28日的现金和现金等价物为16.10亿美元[168] - 公司于2024年7月28日的存货余额为14亿美元，较2023年7月30日下降14%[170] 汇率影响 - 汇率波动对收入增长产生负面影响4390万美元[103] - 由于汇率波动，公司2024年上半年的收入比2023年上半年减少4390万美元[177] - 公司可能会进一步使用衍生金融工具来降低外汇风险[180] - 公司目前没有利率对冲活动的计划，但未来如果有重大未偿借款余额，可能会采取利率对冲措施[182] 季节性 - 公司业务受到一般零售行业的季节性趋势影响,第四季度营业利润占全年的43%[158]