行情直击09-04 21:31
9月4日，lululemon athletica盘中下跌19.48%，报99.89美元/股，成交额5.31亿美元。
消息面上，公司盘后发布第二财季业绩并大幅下调全年指引，引发市场抛售。财报显示，Q2营收24.16亿美元，同比下降约4%，低于市场预期的24.58亿美元；同店销售额下降9%；净利润3.3亿美元，同比减少11%。更令市场承压的是，公司将全年营收指引从110亿至111.5亿美元大幅下调至103.5亿至105亿美元，全年EPS指引从10.95至11.15美元降至9.48至9.73美元，均远低于分析师预期。
管理层在电话会议中预警Q3北美市场销售额将下滑约15%，核心品类（含瑜伽裤）放缓超预期，并计划加大季节性清仓力度。多家投行随即下调目标价，Piper Sandler将目标价从110美元降至80美元。分析师指出，北美市场持续萎缩叠加中国市场增速意外逆转，令长期投资者亦望而却步，当前新CEO尚未正式上任，公司短期处于战略真空期。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
