Lululemon Athletica Inc. NASDAQ: LULU odzież sportowa

[slayer74]

Lululemon Beats Q3 Views, But Holiday Outlook Not Clear Winner

Lululemon (LULU) beat Q3 earnings forecasts, and the yogawear maker gave strong guidance for the holiday season though revenue views matched some estimates.

Lululemon Earnings
Estimates: Lululemon earnings to rise 23% to 69 cents per share as revenue grows nearly 19% to $734 million in the third quarter.

Consensus Metrix analysts are projecting 13.1% in total comparable sales (or 13.6% in constant currency), which includes both retail and e-commerce sales. Retail comps alone are seen growing 5.4%, or 6.6% in constant currency terms.

Results: EPS of 75 cents on revenue of $747.7 million. Total comparable sales increased 17%, or 18% on a constant dollar basis, and comparable store sales increased 6%, or 7% on a constant dollar basis. Direct to consumer net revenue increased 44%, or 46% on a constant dollar basis

Lululemon moved its reporting date from Wednesday to Thursday, as the stock market closed on the 5th to observe the mourning of late President George H.W. Bush.

Outlook: Q4 EPS of $1.64-$1.67, with the midpoint above consensus for $1.64, on revenue of $1.115 billion-$1.125 billion, with the midpoint above consensus for $1.118 billion. But revenue guidance was in line with the $1.12 billion forecast from from Refinitiv.

Total comparable sales are expected to increase in the high-single to low-double digits on a constant dollar basis.

https://www.investors.com/news/lululemo ... buy-point/

[slayer74]

Lululemon Athletica: Health As A Lifestyle - Secular Growth At A Reasonable Valuation
https://seekingalpha.com/article/424661 ... ngcom_feed

[slayer74]

Lululemon Surges to Six-Month High After Q4 Blowout, 2019 Earnings Forecast

Lululemon Athletic Inc. (LULU - Get Report) shares surged in pre-market trading Thursday after the sports apparel group posted solid fourth quarter earnings and said accelerating online sales would drive better-than-expected full year profits.

Lululemon said adjusted earnings for the three months ending on February 3, the company's fiscal fourth quarter, rose 39% from last year to $1.85 per share, well ahead of the Street forecast of $1.74. Group revenues, the company said, advanced 26% to $1.17 billion as same-store sales jumped 16% while online shipments surged 37% and gross margins improved by 100 basis points to 57.3%.

Looking into 2019, Lululemon said it sees full-year earnings in the range of $4.48 to $4.55 per share, nearly a $1 ahead of the high end of analysts' forecasts...
https://www.thestreet.com/investing/ear ... t-14909640

[slayer74]

Lululemon Athletica Inc. (NASDAQ: LULU) released fiscal second-quarter financial results after markets closed Thursday. The company said that it had $0.96 in earnings per share (EPS) and $883.4 million in revenue, compared with consensus estimates that called for $0.89 in EPS and $845.65 million in revenue. The same period from last year had $0.71 in EPS and $723.5 million in revenue.

Overall, revenues increased 22% year over year, and 23% on a constant currency basis. Direct to consumer net revenue represented 24.6% of total net revenue compared to 23.1% last year.

Total comparable sales increased 15% from last year, or up 17% in constant currency. Comparable store sales increased 10%, while direct to consumer net revenue increased 30%.

Looking ahead to the fiscal third quarter, the company expects to see EPS in the range of $0.90 to $0.92 and revenue in the range of $880 million to $890 million. Consensus estimates are calling for $0.90 in EPS and $864.42 million in revenue for the coming quarter.

https://247wallst.com/retail/2019/09/05 ... ngs-in-q2/

[slayer74]

Bullish Signs From Lululemon Earnings
Summary
Lululemon reported a nice beat on earnings.

Growth came from China and Men's wear.

China remains a big opportunity for the company.

Comparable sales growth led to increased margins and profitability.

Growth can continue for a long time for Lululemon.

https://seekingalpha.com/article/429156 ... ngcom_feed

[slayer74]

Lululemon Earnings Beat, But Coronavirus Trouble Lies Ahead

Shares of Lululemon (LULU) - Get Report were falling slightly after a solid fourth quarter earnings report that reflected a period largely before the coronavirus pandemic took hold.

The stock fell 1.89% to $197 a share, after having risen 3.71% in regular trading hours.

The company withdrew guidance and said it is closing stores.

Adjusted diluted earnings per share for the quarter ended February 2 came in at $2.28, beating Wall Street’s estimates of $2.25. Revenue was $1.4 billion, beating estimates of $1.83 billion. Comparable sales increased 20% year-over-year, beating estimates of 16.2%, while store openings took a hit.

Here’s what management said in light of the virus situation:

“We have taken actions to close certain retail locations and to reduce operating hours. In February 2020, we temporarily closed all of our retail locations in Mainland China. All but one of these locations have since reopened. In March 2020, we temporarily closed all of our retail locations in North America, Europe, Malaysia, New Zealand, and we temporarily closed our distribution center in Sumner, WA. These locations currently remain closed. Due to the impact that COVID-19 is having across the globe, and the rapid and continuous developments, we are not providing guidance for fiscal 2020 at this time.”

The stock had been down 23% year-to-date, in line with the S&P 500, leading into earnings.

Wall Street had already modeled in less than 1% same-store-sales growth for the current quarter, given the virus.

https://www.thestreet.com/video/lulu-le ... oronavirus

[slayer74]

Rosnący trend do sportowego trybu życia
16.06.2020

Firma jaka mi "wpadła ostatnio w oko" to Lululemon Athletica. Jest to kanadyjska spółka zajmująca się sprzedażą odzieży sportowej. Założona została w 1998 roku, jej kapitalizacja rynkowa przekracza dzisiaj 41 mld. $ i zatrudniają w sumie 19 000 pracowników. Licząc od idealnego dołka poprzedniego kryzysu gospodarczego, kurs spółki wzrósł do dzisiaj o ok. 15 000% (w ciągu zaledwie 11 lat). Dynamika wzrostowa jest więc bardzo wysoka, sama "jakość" bilansu również imponuje:

http://www.pamietnikgieldowy.pl/2020/06 ... .html#more

[slayer74]

What Analysts Are Saying About Lululemon After Earnings
Chris Lange
September 11, 2020 11:28 am
When Lululemon Athletica Inc. (NASDAQ: LULU) reported its most recent financial results earlier this week, it topped estimates for its fiscal second quarter, but investors ultimately sent shares lower. It’s worth pointing out that analysts were fairly positive on the stock despite the pullback.

24/7 Wall St. has included some highlights from the earnings report, as well as what analysts were saying about the stock after the fact.

Lululemon said that it had $0.74 in earnings per share (EPS) and $902.9 million in revenue. That compared with consensus estimates of $0.55 in EPS on revenue of $842.49 million. In the same period of last year, the company reported EPS of $0.96 and $883.35 million in revenue.

Management noted that it was pleased with the overall results and the company’s increasing potential in the omnichannel. Management believes that 2020 is likely an inflection point for the company and retail in general.

The company noted that 492 of its 506 company-operated stores were open in the fiscal second quarter. Net revenue from company-operated stores decreased 51% year over year to $287.2 million.

Overall, revenues increased 2% year over year and 3% on a constant currency basis. Direct to consumer net revenue represented 61.4% of total net revenue, compared to 24.6% last year. Direct to consumer revenues increased 155% year over year to $554.3 million.

Here’s what analysts had to say:

Morgan Stanley reiterated an Equal Weight rating and raised its price target to $320 from $306.
UBS reiterated a Neutral rating and raised its price target from $300 to $326.
Deutsche Bank reiterated a Hold rating and lowered its target price to $298 from $341.
BMO Capital Markets reiterated it as Market Perform and raised its target to $228 from $192.
JPMorgan reiterated an Overweight rating and raised its target price to $387 from $380.
Guggenheim reiterated a Buy rating and raised its price target from $350 to $400.
Wedbush reiterated a Neutral rating and lowered its target price to $340 from $380.
Raymond James reiterated its Strong Buy rating and raised its target to $400 from $335.
BTIG Research reiterated a Buy rating and lowered its price target from $460 to $449.
Barclays reiterated an Overweight rating and raised its price target to $382 from $347.
Lululemon stock was trading below $320 on Friday, in a 52-week range of $128.85 to $399.90. The consensus price target is $373.13.

https://247wallst.com/retail/2020/09/11 ... -earnings/

[slayer74]

PUBLIKACJA: 08.12.2020 05:05

Innowacje i sprzedaż internetowa dają paliwo do zwyżek
Lululemon Athletica. Niezależnie od otoczenia notowania idą w górę.

Cena walorów notowanego na Nasdaq producenta odzieży sportowej wzrosła w tym roku o ponad 60 proc. Na korzyść spółki działa zarówno pandemia, która rozbudziła popyt na odzież do pracy w domu, jak i informacje o pierwszych szczepionkach, które dają nadzieję na powrót klientów do sklepów.

W II kw. roku obrotowego 2020/2021 (okres czerwiec–sierpień) przychody firmy zwiększyły się rok do roku o 2 proc., do 902,9 mln dolarów, podczas gdy zysk netto skurczył się o ponad 30 proc., do 86,8 mln dolarów.
...
https://www.parkiet.com/Zagraniczna-Spo ... wyzek.html

[slayer74]

Lululemon Stock Rises, Tops Estimates and Provides Strong Guidance

Shares of apparel retailer Lululemon Athletica (LULU) - Get Lululemon Athletica Inc (LULU) Report jumped after hours Wednesday as the company reported second-quarter results ahead of analyst estimates.

The Vancouver, British Columbia-based company reported second-quarter net revenue of $1.5 billion, a 61% year-over-year increase, with adjusted earnings of $1.65 a share.

Analysts polled by FactSet were expecting Lululemon to report second-quarter revenue of $1.334 billion with earnings of $1.19 per share.

"We launched exciting new products, experienced strength across channels and geographies, and announced new partnerships that will allow us to become a leader in product sustainability." said CEO Calvin McDonald.

Lululemon shares jumped 9.8% to $418 per share after hours Wednesday.

The company's gross profit increased 72% to $842.7 million year-over-year, while its adjusted operating margin increased 390 basis points to 20.6%.

For the third quarter, the company expects net revenue to range between $1.4 billion and $1.43 billion. Adjusted earnings are expected to range between $1.33 a share and $1.38 a share.

Analysts are expecting revenue of $1.325 billion with earnings of $1.32 a share.

For the year, the company expects revenue between $6.19 billion and $6.26 billion with adjusted earnings between $7.38 and $7.48 a share.

Analysts polled by FactSet are expecting revenue of $5.943 billion with earnings of $6.93 a share.

In the previous quarter, the company reported a nearly 100% jump in sales that was fueled by e-commerce channels and the reopening of the U.S. economy.

Last month, the company said that effective Sept. 27, the company will raise the minimum base pay for the majority of its store employees in North America to a minimum of $15 or $17 per hour depending on their role and market.

https://www.thestreet.com/investing/lul ... ng-outlook

[slayer74]

Lululemon Athletica (NASDAQ:LULU) stock rose 6.8% after the athletic apparel retailer forecast full-year profit and revenue above estimates as demand has held up even as people return to offices, adding it plans selective price increases.

[slayer74]

Investing.com - Lululemon Athletica (NASDAQ:LULU) reported on Thursday second quarter earnings that beat analysts' forecasts and revenue that topped expectations.

Lululemon Athletica announced earnings per share of $2.2 on revenue of $1.87B. Analysts polled by Investing.com anticipated EPS of $1.86 on revenue of $1.77B.

Lululemon Athletica shares are down 11.89% from the beginning of the year, still down 39.39% from its 52 week high of $485.83 set on November 16, 2021. They are outperforming the Nasdaq 100 which is down 24.79% from the start of the year.

Lululemon Athletica follows other major Consumer Discretionary sector earnings this month
Lululemon Athletica's report follows an earnings beat by Home Depot on August 16, who reported EPS of $5.05 on revenue of $43.79B, compared to forecasts EPS of $4.95 on revenue of $43.36B.

Alibaba ADR had beat expectations on August 4 with third quarter EPS of $11.73 on revenue of $205.56B, compared to forecast for EPS of $10.7 on revenue of $203.47B

[slayer74]

Lululemon Athletica Inc (NASDAQ:LULU) stock fell 12% after beating expectations for the most recent quarter. The athleisure apparel maker forecast fourth-quarter EPS of $4.20 to $4.30 a share, slightly below the $4.30 forecast by analysts.

[slayer74]

Lululemon Athletica (NASDAQ:LULU) stock fell 10% after the retailer said it expects holiday quarter gross margins to decline as it grapples with increased costs amid a drop in consumer spending.

[slayer74]

Lululemon Athletica (LULU) was a star Wednesday, gapping up 13% after the athletic wear company breezed past analysts' expectations. January-quarter profit leapt 31% on a 30% increase in quarterly sales. Lululemon also raised guidance. The stock cleared resistance around the 330 level and is forming the right side of a base.