#1 夹比裤崩了 尼玛
发表于 ： 2025年 9月 4日 16:06
白牛穷得买不起苦茶子了吗
白牛穷得买不起苦茶子了吗
不流行了呗，露露的衣服其实很难看
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%)
扯几把蛋 剧哥观察 但凡30一下都一水的露露
撸撸的PE已经很低了，居然还能这么暴跌？ER得多差啊？
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
这样简单的一个裤子，东大还没有把价格打下来？
这样的公司，只要东大经济不瘫痪，迟早被干的不能自理
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
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
利润增幅更关键。PE14的公司，全部利润拿去分红或者回购，那么7%利润增长算勉强及格。
但是如果有利润下降的风险，PE14就不能维持了
流行变的快，又有几个低价的牌子卖类似的东西。
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
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，
那倒是，可以卖给白妞嘛
这个裤子需要肉多一点穿，要不然不该凸起来的地方凸起很尴尬
就好比有些大屌男穿自行车短裤，真他妈恶心
哈哈， 我擦
人家可能就是想让白牛看大吊吧