Parkev Tatevosian, CFA 对 $LULU 的判断变化

2026-09-22看涨
《Should Investors Buy Nike Stock Instead of Lululemon? | NKE Stock vs. LULU Stock》
相较于NKE,LULU因估值更优、利润率更高且扭亏负担更轻,是更受青睐的买入标的。

Nike和Lululemon属于表现不佳的运动服饰零售商之列,其股价均接近52周低点。我想知道这两只下跌的股票中,哪一只目前代表更好的买入机会。

Nike and Lululemon are among the underperforming sportswear retailers, with their shares trading near 52- week lows. I wanted to know which of these two declining stocks represents a better buying opportunity at the moment .

Nike和Lululemon都面临类似的逆风,这些逆风正在阻碍销售增长,甚至将它们推向下滑。总体而言,Nike仍然是一家规模大得多的公司,过去十二个月的销售额为460亿美元,而Lululemon紧随其后。

Both Nike and Lululemon are facing similar headwinds that are hindering sales growth and even pushing them into decline. Overall, Nike is still a much larger company with sales of $46 billion over the past twelve months, while Lululemon comes right behind it.

2026-09-10
《Why is Lululemon Stock Crashing, and is it a Generational Buying Opportunity? | LULU Stock Analysis》
将 LULU 从首选降级为普通买入机会;尽管风险上升,仍持有该仓位,相对 128 美元公允价值仍有 24% 上行空间。

Lululemon 的销售额与去年同期相比下降了 4%,同店销售额的表现更糟。不出所料,这一更新发布后股价暴跌,因为投资者对其表现感到失望。我当然也很失望。

Lululemon sales fell by 4% compared to the same quarter last year and comparable store sales fared even worse. Unsurprisingly, the stock price collapsed following this update as investors were disappointed in its performance. I'm certainly disappointed.

我的投资组合中持有 Lululemon 股票,此前我曾将 Lululemon 股票列为今年最值得买入的股票之一。

I own Lululemon stock in my portfolio and I had previously ranked Lululemon stock as one of the best stocks to buy this year.

2026-09-02看涨
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