Schwab Network 对 $LULU 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 2 条
2026-09-10看跌
《The Big 3: CF, LULU, UPS》
LULU 面临需求疲软和财务状况不佳,预计股价将维持横盘或下跌。

好的。对。那么让我们转到你的下一个,因为我很想听听你现在怎么看 Lululemon。我是说,它确实很挣扎。投资者原本非常期待这家公司交出强劲的季度业绩。结果没有。转型没有发生。

他们提到,社交媒体上更多的压力和负面报道。他们对产品发布的反应不一致。这里有很多问题,但有一位新 CEO 上任,所以存在战略改变的可能。那么,你怎么看 Lulu?

All right. Right. And so let's move to your next one here because I'm excited to hear how you're looking at Lululemon right now. I mean, really struggling. Investors were really hoping for some strong quarterly results from this company.

They did not come. The turnaround isn't happening. They're citing, you know, more uh pressure and bad press on social media. They're having inconsistent reactions to their product launches.

A lot of issues here, but a new CEO in play, so there is the potential for a strategy change. So, how are you looking at Lulu?

2026-09-04看跌
《LULU Hits 8-Year Low After Earnings: More Downside Ahead in Turnaround Story?》
LULU面临重大逆风,股价可能在未来几个月内触底,周期将在2027年达到最低点。

我们来看一下Lululemon在昨天晚些时候发布财报后的单日走势。由于同店销售数据全面令人失望,该股经历了大幅下跌。

we take a look at Lululemon's one-day chart following its earnings report late yesterday. The stock experienced a sharp decline following disappointing comparative sales results across the board.

这份财报和今天的市场反应是早盘交易的焦点,现在Marley Cayden加入我们进行更详细的分析。Marley,我们昨天在数据发布后立即进行了讨论,从一开始这些数据就令人失望。

This earnings report and today's reaction are the focus of morning trading, and now Marley Cayden joins us for a closer look . Marley, we discussed these numbers as soon as they were released yesterday, and they were disappointing from the start.