财报前瞻 | Lululemon(LULU.US)Q3收益有望超预期供应链瓶颈侵蚀毛利率

智通财经2022-12-05

智通财经APP获悉，Lululemon Athletica(LULU.US)将于美东时间12月8日美股盘后(北京时间12月9日清晨)公布第三财季业绩。根据Zacks的统计，分析师普遍估计Lululemon第三财季营收为18亿美元，同比增长24.4%;每股收益为1.95美元，同比增长20.4%。过去30天，市场对该公司的收益预期保持不变。Lululemon在过去四个季度的收益平均较预期高出10.4%...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2289413878?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2022-12-05 10:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2289413878","market":"hk","top_or_hot":-1,"title":"财报前瞻 | Lululemon(LULU.US)Q3收益有望超预期 供应链瓶颈侵蚀毛利率","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，Lululemon Athletica(LULU.US)将于美东时间12月8日美股盘后(北京时间12月9日清晨)公布第三财季业绩。根据Zacks的统计，分析师普遍估计Lululemon第三财季营收为18亿美元，同比增长24.4%;每股收益为1.95美元，同比增长20.4%。过去30天，市场对该公司的收益预期保持不变。Lululemon在过去四个季度的收益平均较预期高出10.4%...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/841884.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻 | Lululemon(LULU.US)Q3收益有望超预期 供应链瓶颈侵蚀毛利率</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻 | Lululemon(LULU.US)Q3收益有望超预期 供应链瓶颈侵蚀毛利率\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-05 10:33 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/841884.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，Lululemon Athletica(LULU.US)将于美东时间12月8日美股盘后(北京时间12月9日清晨)公布第三财季业绩。根据Zacks的统计，分析师普遍估计Lululemon第三财季营收为18亿美元，同比增长24.4%;每股收益为1.95美元，同比增长20.4%。过去30天，市场对该公司的收益预期保持不变。Lululemon在过去四个季度的收益平均较预期高出10.4%...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/841884.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LULU","symbol_name":"lululemon athletica","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/841884.html","article_id":"2289413878","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2289413878","pubTimestamp":1670207624,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，Lululemon Athletica将于美东时间12月8日美股盘后公布第三财季业绩。Lululemon在过去四个季度的收益平均较预期高出10.4%。Lululemon一直受益于商店和电子商务的强劲客流量趋势。lululemon利用其门店来促进全渠道销售，包括在线购买门店提货和门店发货。Lululemon也受益于在线需求的改善。然而，Lululemon的整个供应链一直出现延误，主要是在通过海运运输产品方面。这些因素可能影响了第三财季的毛利率。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"LULU":"lululemon athletica"},"translate_title":"Financial report outlook Lululemon (LULU.US) Q3 earnings are expected to exceed expectations. Supply chain bottlenecks erode gross profit margin","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LULU":1},"content_text":"智通财经APP获悉，Lululemon Athletica(LULU.US)将于美东时间12月8日美股盘后(北京时间12月9日清晨)公布第三财季业绩。根据Zacks的统计，分析师普遍估计Lululemon第三财季营收为18亿美元，同比增长24.4%;每股收益为1.95美元，同比增长20.4%。过去30天，市场对该公司的收益预期保持不变。Lululemon在过去四个季度的收益平均较预期高出10.4%。Zacks的模型显示，该公司收益有望超出市场预期。Lululemon一直受益于商店和电子商务的强劲客流量趋势。预计这一趋势的持续将提振该公司第三财季业绩。lululemon利用其门店来促进全渠道销售，包括在线购买门店提货和门店发货。lululemon为提升店内体验而持续投资，这也很可能提振了第三财季业绩。Lululemon也受益于在线需求的改善。lululemon加快在电子商务方面的投资，以确保良好的购物体验。Lululemon此前预计第三财季净营收为17.8亿至18.05亿美元，这一数字表明，营收三年复合增长率约为25%;摊薄后每股收益在1.90至1.95美元之间;销售与管理费用将相对持平。然而，Lululemon的整个供应链一直出现延误，主要是在通过海运运输产品方面。此外，该公司的货物管理更加依赖空运。持续的供应链问题和航空货运能力的削减不仅导致了延误，还导致了货运成本的增加。这些因素可能影响了第三财季的毛利率。该公司管理层此前预计第三财季毛利率将同比下降50-70个基点。尽管该公司认为航空货运对第三财季毛利率的影响较低，但与去年同期相比，供应链相关费用和常态化降价活动将对第三财季业绩造成不利影响。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2289413878"}

财报前瞻 | Lululemon(LULU.US)Q3收益有望超预期 供应链瓶颈侵蚀毛利率

精彩评论

财报前瞻 | Lululemon(LULU.US)Q3收益有望超预期供应链瓶颈侵蚀毛利率