大行评级｜杰富瑞：看到Lululemon品牌衰落的信号预计未来盈利将面临风险

格隆汇2025-07-18

杰富瑞分析师Randal Konik称，Lululemon的核心产品黑色紧身裤通常很少打折，如今确堆积在折扣店，这对Lululemon来说是个令人担忧的问题，表明该品牌服装的核心需求正在下降。Konik周四在给客户的报告中表示，我们看到品牌衰落的信号，预计未来盈利将面临风险。

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大行评级｜杰富瑞：看到Lululemon品牌衰落的信号 预计未来盈利将面临风险

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大行评级｜杰富瑞：看到Lululemon品牌衰落的信号预计未来盈利将面临风险