盘后紧身裤崩了

[cokecoke]

一成，，，

[gounahaozi]

一成，，，

哪家？

[changjiang]

哪家？

Lulu. Mm凶猛！

[Livermore1930]

lululemon北美业绩不行。

[fuqiang]

零售公司崩了，对股市整体是好事啊，说明消费终于开始降了，通货膨胀继续下降，美联储就可以降息有理了。

[changjiang]

露露靠着牌子，卖个水瓶都大几十刀。终于要萎了。

[labi]

露露靠着牌子，卖个水瓶都大几十刀。终于要萎了。

逼格为啥不行了？

好像是北美国的牌子？

[cboe]

逼格为啥不行了？

好像是北美国的牌子？

这波涨了五六倍。

市场还是很风靡流行，周围群众和新闻上明星都穿。

[Yellen]

[Livermore1930]

所以我非常不看好柠檬。长得好看的是人家的屁股，它还以为是它裤子的式样！

[fuqiang]

大妈换口味了，专盯人家屁股？

[cokecoke]

耐克鞋也崩了

[trieste]

retail降了。经济终于有点降温的意思了。

[Celsius]

屁股越勒越紧，终于勒崩裤子了

[Lk99]

一成，，，

lulu倒了？哥的最爱啊

[Lk99]

骚，麻痹的，扒一半对着后面来一发，爽爆！！！！

[trieste]

耐克的问题主要来自于中国区的slow down, which makes a lot of sense.
North America sales is higher than expected.

Nike beats holiday revenue estimates — but its China sales are slowing down

Gabrielle Fonrouge

KEY POINTS
Nike reported holiday sales that beat expectations, but its growth in China continued to slow.
The company is in the midst of a broad restructuring to cut costs by about $2 billion over the next three years.
Sales in North America grew 3%, higher than analysts had expected.

https://www.cnbc.com/2024/03/21/nike-nk ... -2024.html

[trieste]

叹息。目测美帝还是没降温。收缩的是中国区。

[Lk99]

叹息。目测美帝还是没降温。收缩的是中国区。

3%都没比上通胀 好意思吗

Income Statement: The slight revenue increase was driven by growth in North America, Greater China, and APLA, offset by declines in EMEA . The gross margin improvement reflects Nike's strategic pricing and cost management efforts. Selling and administrative expenses rose by 7% to $4.2 billion, influenced by restructuring charges and increased marketing expenses.

[Celsius]

叹息。目测美帝还是没降温。收缩的是中国区。

大果子也是中国区收缩。本来中国区是growth driver，14亿人大市场，现在成了扯后腿的