白牛穷得买不起苦茶子了吗
夹比裤崩了 尼玛
版主: 牛河梁
#4 Re: 夹比裤崩了 尼玛
Lululemon Athletica Inc
NASDAQ: LULU
206.09 USD
+7.56 (3.81%)today
Closed: Sep 4, 4:15 PM EDT • Disclaimer
After hours 180.00 −26.09 (12.66%)
#8 Re: 夹比裤崩了 尼玛
er 还行
就是我弟这里白牛穷逼太多
Moomoo AI
Lululemon reported Q2 fiscal 2025 revenue growth of 7% to $2.5B, with international revenue surging 22% while Americas revenue increased only 1%. Comparable sales rose 1% overall, with Americas declining 4% but international markets growing 15%. Diluted EPS decreased to $3.10 from $3.15 year-over-year, while operating margin contracted 210 basis points to 20.7%.
The company faces challenges in its U.S. business and product execution, along with industry-wide issues including higher tariff rates. Inventory levels increased 21% to $1.7B compared to the previous year. The company added 14 net new stores during Q2, ending with 784 locations.
In response to these headwinds, Lululemon revised its 2025 outlook, now expecting annual revenue of $10.85B to $11B, representing 2-4% growth. The guidance includes an estimated $240M reduction in gross profit due to higher tariffs on U.S. imports. For Q3 2025, the company projects revenue between $2.47B an
#11 Re: 夹比裤崩了 尼玛
7%那是不行了
fashion 的东西势头过了就很容易反转。当年crocs也火了好几年,07年买股票的话,到现在才20%的回报。当时一堆人买,现在也没几个了
smallball 写了: 2025年 9月 4日 16:23er 还行
就是我弟这里白牛穷逼太多
Moomoo AI
Lululemon reported Q2 fiscal 2025 revenue growth of 7% to $2.5B, with international revenue surging 22% while Americas revenue increased only 1%. Comparable sales rose 1% overall, with Americas declining 4% but international markets growing 15%. Diluted EPS decreased to $3.10 from $3.15 year-over-year, while operating margin contracted 210 basis points to 20.7%.
The company faces challenges in its U.S. business and product execution, along with industry-wide issues including higher tariff rates. Inventory levels increased 21% to $1.7B compared to the previous year. The company added 14 net new stores during Q2, ending with 784 locations.
In response to these headwinds, Lululemon revised its 2025 outlook, now expecting annual revenue of $10.85B to $11B, representing 2-4% growth. The guidance includes an estimated $240M reduction in gross profit due to higher tariffs on U.S. imports. For Q3 2025, the company projects revenue between $2.47B an
#12 Re: 夹比裤崩了 尼玛
gjq 写了: 2025年 9月 4日 16:477%那是不行了
fashion 的东西势头过了就很容易反转。当年crocs也火了好几年,07年买股票的话,到现在才20%的回报。当时一堆人买,现在也没几个了
尼玛7%还不行啊 lulu又不是新牌子
#15 Re: 夹比裤崩了 尼玛
这个逻辑是对的,基本上一旦变成普通品牌,那估值模式就是存量公司了。
gjq 写了: 2025年 9月 4日 16:477%那是不行了
fashion 的东西势头过了就很容易反转。当年crocs也火了好几年,07年买股票的话,到现在才20%的回报。当时一堆人买,现在也没几个了
#16 Re: 夹比裤崩了 尼玛
一点都不低,你按照成衣公司看,14很高了
你看gap才多少,10, ANF 9,