Lululemon Athletica Inc.NASDAQ: LULU) tau qhib ntau dua 10% poob rau hnub Friday tom qab tus neeg ncaws pob ncaws pob muag tau tshaj tawm cov txiaj ntsig tsis muaj zog tshaj li qhov xav tau rau nws cov nyiaj txiag peb lub hlis twg.
Puas yog lub teeb liab muag Lululemon Tshuag?
Ib feem ntawm vim li cas cov khoom lag luam nyob rau hauv cov xim liab yuav yog cov tub ua lag luam xav tau ntau dua ntawm cov lus qhia rau lub caij so muaj zog ib txwm muaj.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Lululemon kwv yees nws cov nyiaj tau los poob ntawm $ 2.605 billion thiab $ 2.655 nphom hauv Q4 ntawm $ 4.20 ib feem rau $ 4.30 ib feem ntawm cov nyiaj tau los kho. Hauv kev sib piv, cov kws tshuaj ntsuam tau nyob ntawm $ 2.655 billion thiab $ 4.28 ib feem, feem.
Tab sis qhov ntawd tsis txaus ntshai rau ib tus neeg khw muag khoom, hais tias Stacey Wildlitz ntawm SW Retail Advisors tag kis no hauv kev xam phaj CNBC.
Kuv xav tias muaj kev nkag siab ntawm cia peb teeb tsa qhov kev cia siab qis, cia peb rov pib lub bar. Nws yog ib qho ntse ua tau mus rau hauv lub caij so tsis paub meej. Tab sis tam sim no, nyob rau hauv cov nqe lus ntawm lawv cov lag luam, tus nqi ntsiab lus, tsis muaj cim down - kuv xav tias zaj dab neeg yog heev tsis zoo.
Yuav ua li cas txog qib khoom muag?
Lululemon xaus nws lub quarter nyiaj txiag thib peb nrog cov khoom lag luam nce 85% ntawm ib xyoo dhau ib xyoo - ib qho kev nce ntxiv tab sis ib qho uas tswj tau zoo. Hauv nyiaj tau los tshaj tawm, CEO Calvin McDonald tau hais tias:
Peb cov khoom lag luam qib qis dhau xyoo tas los thiab peb tau txiav txim siab los tsim cov khoom muag rau xyoo no, uas ua rau muaj kev loj hlob zoo tshaj plaws. Peb ntseeg tias peb cov khoom muag tau zoo nyob rau hauv kev txhawb nqa cov nyiaj tau los loj hlob hauv Q4.
Phab ntsa Street pom zoo kom koj yuav Lululemon Tshuag ntawm qhov tsis muaj zog thiab pom upside hauv nws mus rau $ 397 nyob rau nruab nrab.
Lululemon Q3 nyiaj txiag tseem ceeb
- Tau txais $ 735 lab piv rau xyoo dhau los $ 541 lab
- Cov nyiaj tau los ntawm ib feem tau nce los ntawm $ 1.44 txog $ 2.00
- Raws li kev hloov kho, EPS tuaj ntawm $ 1.62
- Cov nyiaj tau los dhia 28% xyoo-rau-xyoo rau $ 1.90 nphom
- Kev pom zoo yog $ 1.97 ib feem ntawm $ 1.81 billion nyiaj tau los
Dab tsi ntxiv yog noteworthy?
Raws li Lululemon Athletica, nws qhov kev muag khoom sib piv tau nce 22% lub quarter no piv rau 19% nce ntxiv. Wildlitz ntxiv:
Tsis muaj dab tsi tsis ncaj ncees lawm nrog kev thov nyob ntawd. Kev tsheb khiav hauv khw muag khoom tau nce 25% lub quarter no. Cov no yog cov lej vwm uas xav txog qhov seem ntawm cov khw muag khoom ua dab tsi. Muaj qee qhov kev tshaj tawm [thiab tseem] lawv tau txais kev sib koom ua lag luam.
Lub Canadian multinational muaj "hnub zoo tshaj plaws" no Dub Friday uas kuj yog qhov sib piv nrog cov cim tsis muaj zog ntawm feem ntau ntawm lwm cov khw muag khoom.
Rau xyoo, Lululemon Tshuag poob ze li ntawm 20% ntawm kev sau ntawv.
Tau qhov twg los: https://invezz.com/news/2022/12/09/buy-lululemon-stock-despite-weak-guidance/