dlhz
2021-06-03
When life throws you lemons, what do you do?
Lululemon Earnings Could End the Stock’s Reopening Blues<blockquote>Lululemon 的财报可能会结束该股重新开盘的忧郁</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
4
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":118837891,"tweetId":"118837891","gmtCreate":1622727560413,"gmtModify":1634098694910,"author":{"id":3559625756705117,"idStr":"3559625756705117","authorId":3559625756705117,"authorIdStr":"3559625756705117","name":"dlhz","avatar":"https://static.tigerbbs.com/b6429fc6894de633830784d1b2996fa8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":103,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>When life throws you lemons, what do you do?</p></body></html>","htmlText":"<html><head></head><body><p>When life throws you lemons, what do you do?</p></body></html>","text":"When life throws you lemons, what do you do?","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/118837891","repostId":1176196067,"repostType":4,"repost":{"id":"1176196067","kind":"news","pubTimestamp":1622721424,"share":"https://www.laohunote.com/m/news/1176196067?lang=zh_CN&edition=full","pubTime":"2021-06-03 19:57","market":"us","language":"en","title":"Lululemon Earnings Could End the Stock’s Reopening Blues<blockquote>Lululemon 的财报可能会结束该股重新开盘的忧郁</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176196067","media":"Barrons","summary":"Lululemon Athletica will report earnings after the close of regular trading Thursday. It’s a chance ","content":"<p>Lululemon Athletica will report earnings after the close of regular trading Thursday. It’s a chance for the pandemic favorite to find its way back into investors’ good graces.</p><p><blockquote>Lululemon Athletica 将在周四常规交易结束后公布收益。对于大流行病的宠儿来说，这是一个重新赢得投资者青睐的机会。</blockquote></p><p> Lululemon (LULU) had a great 2020. The yoga and workout apparel maker, like other retailers, was hurt by the initial Covid-19 lockdowns, but the company made a swift recovery, with shoppers snapping up its comfortable gear as they spent more time at home and focusing on their health. Analysts praised the stock and its growing market share, as well as its purchase of at-home workout firm Mirror.</p><p><blockquote>Lululemon（露露）度过了一个伟大的2020年。与其他零售商一样，这家瑜伽和健身服装制造商也受到了最初 Covid-19 封锁的影响，但该公司迅速复苏，购物者抢购了其舒适的装备，因为他们花了更多时间在家并关注自己的健康。分析师称赞了该股及其不断增长的市场份额，以及对家庭健身公司 Mirror 的收购。</blockquote></p><p> High expectations dogged its earnings reports, and many questioned how lululemon—like other 2020 winners–would thrive in a post-pandemic world. The company’s most recent report, delivered in March, included lighter-than-anticipated full-year guidance that hurt the shares, which have gained just 2.7% over the past 12 months, even as bulls have urged patience.</p><p><blockquote>很高的期望困扰着它的收益报告，许多人质疑lululemon——像其他2020年的赢家一样——将如何在大流行后的世界中茁壮成长。该公司在 3 月份发布的最新报告中，全年指引低于预期，这损害了该股的利益，尽管多头敦促人们保持耐心，但该股在过去 12 个月中仅上涨了 2.7%。</blockquote></p><p> That patience could pay off if the company manages to report better-than-expected results.</p><p><blockquote>如果公司能够报告好于预期的业绩，这种耐心可能会得到回报。</blockquote></p><p> Analysts are looking for lululemon to earn 91 cents a share for the quarter, on revenue of $1.1 billion. That compares to 22 cents a share in the year-ago period and 74 cents in the comparable pre-pandemic quarter of 2019.</p><p><blockquote>分析师预计 lululemon 本季度每股收益为 91 美分，营收为 11 亿美元。相比之下，去年同期为每股 22 美分，2019 年大流行前同期为每股 74 美分。</blockquote></p><p> Overall, earnings estimates for lululemon have been coming down in the past few months, as analysts tweaked their models lower to reflect the company’s full-year financial forecast. Yet the company’s report comes amid a wave of positive retail reports in recent weeks: From big box stores like Target (TGT) and Walmart(WMT) to apparel companies and mall staples like Abercrombie & Fitch (ANF), Gap (GPS), Macy’s (M), and Urban Outfitters(URBN), this earnings season has been dominated by strong results and in many cases upbeat commentary about the rest of the year.</p><p><blockquote>总体而言，由于分析师下调了模型以反映公司的全年财务预测，lululemon 在过去几个月中的盈利预期一直在下降。然而，该公司的报告是在最近几周零售业利好报告浪潮中发布的： 从塔吉特（TGT）和沃尔玛（WMT）等大型百货商店，到阿伯克龙比惠誉（ANF）、Gap（GPS）、梅西百货（Macy's）（M）和Urban Outfitters（URBN）等服装公司和商场必需品，本财报季主要以强劲的业绩和对今年剩余时间的乐观评论为主。</blockquote></p><p> That’s down to increased vaccination rates, which has made people more comfortable shopping in stores again even as they continue ordering online, and an ongoing fashion shift. Moreover, consumers had plenty of cash to burn during retailers’ fiscal first quarters: The most recent round of government stimulus boosted March retail sales to a pandemic-era record while consumer confidence soared to its highest level in more than a year in April. An improving labor market and ongoing economic reopening have many investors hopeful that the spending surge will continue in the quarters to come.</p><p><blockquote>这得益于疫苗接种率的提高，这使得人们即使在继续网上订购的同时，也能再次在商店购物；此外，时尚也在不断转变。此外，在零售商的第一财季，消费者有大量现金可供消耗： 最新一轮政府刺激计划将 3 月份的零售额提高到了大流行病时代的最高水平，而消费者信心则在 4 月份飙升至一年多来的最高水平。劳动力市场的改善和经济的持续重新开放让许多投资者希望支出激增将在未来几个季度继续。</blockquote></p><p> That combination—of lowered earnings expectations and broader macro tailwinds for retailers—could be one that leads lululemon to a first-quarter beat and actually allows the stock to benefit, unlike prior quarters when the shares fell despite upbeat results.</p><p><blockquote>这种组合——较低的盈利预期和更广泛的零售商宏观推动力——可能会导致 lululemon 第一季度表现出色，并实际上使该股受益，这与前几个季度尽管业绩乐观，但股价仍下跌不同。</blockquote></p><p> Of course, that’s not a guarantee. The company could slip back into its old pattern of post-earnings losses if recent retailers’ reports have gotten investors’ hopes up again. Other metrics beyond the top and bottom line could disappoint, or the market could be unforgiving if lululemon doesn’t update its outlook, which many hoped was conservative. Growth at Mirror could be a weak spot if consumers have felt comfortable returning to gyms sooner than expected.</p><p><blockquote>当然，这并不能保证。如果最近零售商的报告让投资者再次燃起希望，该公司可能会重新陷入财报后亏损的旧模式。除了顶线和底线之外的其他指标可能会令人失望，或者如果 lululemon 不更新其前景（许多人希望前景是保守的），市场可能会毫不留情。如果消费者对比预期更早重返健身房感到满意，Mirror 的增长可能是一个弱点。</blockquote></p><p> Still, with lululemon off 8% year to date,the stock is cheaper than it has been for much of last year.</p><p><blockquote>尽管如此，由于 lululemon 今年迄今已下跌 8%，该股仍比去年大部分时间便宜。</blockquote></p><p> And that makes the bull case less of a stretch.</p><p><blockquote>这使得牛市的情况变得不那么困难了。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"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>Lululemon Earnings Could End the Stock’s Reopening Blues<blockquote>Lululemon 的财报可能会结束该股重新开盘的忧郁</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nLululemon Earnings Could End the Stock’s Reopening Blues<blockquote>Lululemon 的财报可能会结束该股重新开盘的忧郁</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-03 19:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Lululemon Athletica will report earnings after the close of regular trading Thursday. It’s a chance for the pandemic favorite to find its way back into investors’ good graces.</p><p><blockquote>Lululemon Athletica 将在周四常规交易结束后公布收益。对于大流行病的宠儿来说，这是一个重新赢得投资者青睐的机会。</blockquote></p><p> Lululemon (LULU) had a great 2020. The yoga and workout apparel maker, like other retailers, was hurt by the initial Covid-19 lockdowns, but the company made a swift recovery, with shoppers snapping up its comfortable gear as they spent more time at home and focusing on their health. Analysts praised the stock and its growing market share, as well as its purchase of at-home workout firm Mirror.</p><p><blockquote>Lululemon（露露）度过了一个伟大的2020年。与其他零售商一样，这家瑜伽和健身服装制造商也受到了最初 Covid-19 封锁的影响，但该公司迅速复苏，购物者抢购了其舒适的装备，因为他们花了更多时间在家并关注自己的健康。分析师称赞了该股及其不断增长的市场份额，以及对家庭健身公司 Mirror 的收购。</blockquote></p><p> High expectations dogged its earnings reports, and many questioned how lululemon—like other 2020 winners–would thrive in a post-pandemic world. The company’s most recent report, delivered in March, included lighter-than-anticipated full-year guidance that hurt the shares, which have gained just 2.7% over the past 12 months, even as bulls have urged patience.</p><p><blockquote>很高的期望困扰着它的收益报告，许多人质疑lululemon——像其他2020年的赢家一样——将如何在大流行后的世界中茁壮成长。该公司在 3 月份发布的最新报告中，全年指引低于预期，这损害了该股的利益，尽管多头敦促人们保持耐心，但该股在过去 12 个月中仅上涨了 2.7%。</blockquote></p><p> That patience could pay off if the company manages to report better-than-expected results.</p><p><blockquote>如果公司能够报告好于预期的业绩，这种耐心可能会得到回报。</blockquote></p><p> Analysts are looking for lululemon to earn 91 cents a share for the quarter, on revenue of $1.1 billion. That compares to 22 cents a share in the year-ago period and 74 cents in the comparable pre-pandemic quarter of 2019.</p><p><blockquote>分析师预计 lululemon 本季度每股收益为 91 美分，营收为 11 亿美元。相比之下，去年同期为每股 22 美分，2019 年大流行前同期为每股 74 美分。</blockquote></p><p> Overall, earnings estimates for lululemon have been coming down in the past few months, as analysts tweaked their models lower to reflect the company’s full-year financial forecast. Yet the company’s report comes amid a wave of positive retail reports in recent weeks: From big box stores like Target (TGT) and Walmart(WMT) to apparel companies and mall staples like Abercrombie & Fitch (ANF), Gap (GPS), Macy’s (M), and Urban Outfitters(URBN), this earnings season has been dominated by strong results and in many cases upbeat commentary about the rest of the year.</p><p><blockquote>总体而言，由于分析师下调了模型以反映公司的全年财务预测，lululemon 在过去几个月中的盈利预期一直在下降。然而，该公司的报告是在最近几周零售业利好报告浪潮中发布的： 从塔吉特（TGT）和沃尔玛（WMT）等大型百货商店，到阿伯克龙比惠誉（ANF）、Gap（GPS）、梅西百货（Macy's）（M）和Urban Outfitters（URBN）等服装公司和商场必需品，本财报季主要以强劲的业绩和对今年剩余时间的乐观评论为主。</blockquote></p><p> That’s down to increased vaccination rates, which has made people more comfortable shopping in stores again even as they continue ordering online, and an ongoing fashion shift. Moreover, consumers had plenty of cash to burn during retailers’ fiscal first quarters: The most recent round of government stimulus boosted March retail sales to a pandemic-era record while consumer confidence soared to its highest level in more than a year in April. An improving labor market and ongoing economic reopening have many investors hopeful that the spending surge will continue in the quarters to come.</p><p><blockquote>这得益于疫苗接种率的提高，这使得人们即使在继续网上订购的同时，也能再次在商店购物；此外，时尚也在不断转变。此外，在零售商的第一财季，消费者有大量现金可供消耗： 最新一轮政府刺激计划将 3 月份的零售额提高到了大流行病时代的最高水平，而消费者信心则在 4 月份飙升至一年多来的最高水平。劳动力市场的改善和经济的持续重新开放让许多投资者希望支出激增将在未来几个季度继续。</blockquote></p><p> That combination—of lowered earnings expectations and broader macro tailwinds for retailers—could be one that leads lululemon to a first-quarter beat and actually allows the stock to benefit, unlike prior quarters when the shares fell despite upbeat results.</p><p><blockquote>这种组合——较低的盈利预期和更广泛的零售商宏观推动力——可能会导致 lululemon 第一季度表现出色，并实际上使该股受益，这与前几个季度尽管业绩乐观，但股价仍下跌不同。</blockquote></p><p> Of course, that’s not a guarantee. The company could slip back into its old pattern of post-earnings losses if recent retailers’ reports have gotten investors’ hopes up again. Other metrics beyond the top and bottom line could disappoint, or the market could be unforgiving if lululemon doesn’t update its outlook, which many hoped was conservative. Growth at Mirror could be a weak spot if consumers have felt comfortable returning to gyms sooner than expected.</p><p><blockquote>当然，这并不能保证。如果最近零售商的报告让投资者再次燃起希望，该公司可能会重新陷入财报后亏损的旧模式。除了顶线和底线之外的其他指标可能会令人失望，或者如果 lululemon 不更新其前景（许多人希望前景是保守的），市场可能会毫不留情。如果消费者对比预期更早重返健身房感到满意，Mirror 的增长可能是一个弱点。</blockquote></p><p> Still, with lululemon off 8% year to date,the stock is cheaper than it has been for much of last year.</p><p><blockquote>尽管如此，由于 lululemon 今年迄今已下跌 8%，该股仍比去年大部分时间便宜。</blockquote></p><p> And that makes the bull case less of a stretch.</p><p><blockquote>这使得牛市的情况变得不那么困难了。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/lululemon-earnings-preview-stock-51622672565?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica"},"source_url":"https://www.barrons.com/articles/lululemon-earnings-preview-stock-51622672565?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176196067","content_text":"Lululemon Athletica will report earnings after the close of regular trading Thursday. It’s a chance for the pandemic favorite to find its way back into investors’ good graces.\nLululemon (LULU) had a great 2020. The yoga and workout apparel maker, like other retailers, was hurt by the initial Covid-19 lockdowns, but the company made a swift recovery, with shoppers snapping up its comfortable gear as they spent more time at home and focusing on their health. Analysts praised the stock and its growing market share, as well as its purchase of at-home workout firm Mirror.\nHigh expectations dogged its earnings reports, and many questioned how lululemon—like other 2020 winners–would thrive in a post-pandemic world. The company’s most recent report, delivered in March, included lighter-than-anticipated full-year guidance that hurt the shares, which have gained just 2.7% over the past 12 months, even as bulls have urged patience.\nThat patience could pay off if the company manages to report better-than-expected results.\nAnalysts are looking for lululemon to earn 91 cents a share for the quarter, on revenue of $1.1 billion. That compares to 22 cents a share in the year-ago period and 74 cents in the comparable pre-pandemic quarter of 2019.\nOverall, earnings estimates for lululemon have been coming down in the past few months, as analysts tweaked their models lower to reflect the company’s full-year financial forecast. Yet the company’s report comes amid a wave of positive retail reports in recent weeks: From big box stores like Target (TGT) and Walmart(WMT) to apparel companies and mall staples like Abercrombie & Fitch (ANF), Gap (GPS), Macy’s (M), and Urban Outfitters(URBN), this earnings season has been dominated by strong results and in many cases upbeat commentary about the rest of the year.\nThat’s down to increased vaccination rates, which has made people more comfortable shopping in stores again even as they continue ordering online, and an ongoing fashion shift. Moreover, consumers had plenty of cash to burn during retailers’ fiscal first quarters: The most recent round of government stimulus boosted March retail sales to a pandemic-era record while consumer confidence soared to its highest level in more than a year in April. An improving labor market and ongoing economic reopening have many investors hopeful that the spending surge will continue in the quarters to come.\nThat combination—of lowered earnings expectations and broader macro tailwinds for retailers—could be one that leads lululemon to a first-quarter beat and actually allows the stock to benefit, unlike prior quarters when the shares fell despite upbeat results.\nOf course, that’s not a guarantee. The company could slip back into its old pattern of post-earnings losses if recent retailers’ reports have gotten investors’ hopes up again. Other metrics beyond the top and bottom line could disappoint, or the market could be unforgiving if lululemon doesn’t update its outlook, which many hoped was conservative. Growth at Mirror could be a weak spot if consumers have felt comfortable returning to gyms sooner than expected.\nStill, with lululemon off 8% year to date,the stock is cheaper than it has been for much of last year.\nAnd that makes the bull case less of a stretch.","news_type":1,"symbols_score_info":{"LULU":0.9}},"isVote":1,"tweetType":1,"viewCount":1014,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":36,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/118837891"}
精彩评论