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北京时间·🕒 发布 20:45:50(美东 08:45)·⟳ 抓取 21:01:35 +15m45s·⚡ 决策 09-04 21:10:48 +9m13s·53.0 天前
Lululemon二季度收入不及预期、同店销售下滑9%，全年收入和EPS指引大幅下调
本条信号与2026-09-04 13:06 UTC已处理的同源（cnbc_top_news）记录为同一具体催化：相同的Lululemon Q2业绩和全年指引下修事实，无任何新增金额、指引修正、官方确认/否认或监管进展。按跨源查重规则不做。
📄 原文CNBC Top News↗ 原文
Lululemon stock plunges 20% on disappointing earnings and outlook
Shares of Lululemon plunged 20% in premarket trading Friday after the retailer reported another quarter of disappointin…
不做 Lululemon Athletica（LULU.US）
重复消息：同一具体催化（Lululemon Q2业绩与全年指引下修）已在2026-09-04 13:06 UTC由同源cnbc_top_news处理并得出结论，本条无新增事实，不做。
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研究档案
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Lululemon Q2 FY2026收入miss、同店-9%、全年指引大幅下修是明确利空，但该事件已在3分钟前由同一来源（CNBC Top News）完整处理并得出'值得做'结论。本条信号无新增事实，属于重复消息，不做。
🔎 新鲜度:最早出现 2026-09-03 · 扩散 high · price-in 风险 high ↗
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- search_processed_events 成功 stock_tools HTTP · 1,248 ms
{"result": "search_processed_events:agent query=`lulu revenue decline comparable sales | lululemon fiscal q2 2026 results outlook | lululemon q2 earnings guidance cut`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 71.9/72 小时、7306 条本臂决策(完整)，返回 10 条候选。\n• 09-04 13:06 UTC(CST 21:06) [ticker] 值得做 LULU.US (cnbc_top_news) — L - stock_quote 成功 stock_tools HTTP · 622 ms
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原文全文
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Shares of Lululemon plunged 20% in premarket trading Friday after the retailer reported another quarter of disappointing results and cut its outlook for the year.
The company on Thursday posted a 4% decline in revenue and a comparable sales decrease of 9% for the second fiscal quarter. It was only the latest rough quarter for the apparel retailer, after it reduced its guidance in the previous quarter.
Interim CEO Meghan Frank said on a call with analysts Thursday that the company experienced "negative commentary" on social media that affected its performance in the second quarter. The company also experienced a "greater-than-expected" slowdown in some of its core categories, including leggings.
"While we are seeing good guest reaction to our activations and some of our newer styles, the overall response to our product launches remains inconsistent, and we've continued to see pressure on the brand in both of our largest markets," Frank said.
For the third fiscal quarter, Lululemon said it expects revenue to be between $2.29 billion and $2.32 billion, a decline of roughly 10% to 11% from the prior year. It anticipates earnings of 93 cents to 98 cents per share for the period.
For the full year, Lululemon said it expects net revenue between $10.35 billion and $10.5 billion, representing a 5% to 7% decline, and down from its previous guidance of $11 billion to $11.15 billion. It anticipates earnings will be between $9.48 and $9.73 per share, compared to previous guidance of $10.95 to $11.15 per share. That new outlook includes a boost from tariff refunds, Lululemon added.
Here's how Lululemon performed in its second fiscal quarter compared with what Wall Street was expecting, based on a survey of analysts by LSEG:
- Earnings per share: $2.06 adjusted vs. $1.79 expected
- Revenue: $2.42 billion vs. $2.46 billion expected
For the quarter, Lululemon reported net income of $329.2 million, or $2.92 per share, compared to $370.9 million, or $3.10 per share, the year prior.
The company said its gross profit decreased 1% to $1.5 billion while its gross margin grew 5.6%, boosted by a tariff refund of $134.5 million.
Frank said on the Thursday call that Lululemon management is focusing on introducing new styles and tightening inventory to return to sales growth.
"We know there is much more work to be done," Frank said. "Our management team leaders and employees are focused on serving our guests and executing initiatives to drive an inflection in our business."
Lululemon has been struggling to regain strength and relevancy among its customers even as it faces criticism from founder Chip Wilson. The company's new CEO, Heidi O'Neill, will take the reins of the retailer next week.
The company on Thursday posted a 4% decline in revenue and a comparable sales decrease of 9% for the second fiscal quarter. It was only the latest rough quarter for the apparel retailer, after it reduced its guidance in the previous quarter.
Interim CEO Meghan Frank said on a call with analysts Thursday that the company experienced "negative commentary" on social media that affected its performance in the second quarter. The company also experienced a "greater-than-expected" slowdown in some of its core categories, including leggings.
"While we are seeing good guest reaction to our activations and some of our newer styles, the overall response to our product launches remains inconsistent, and we've continued to see pressure on the brand in both of our largest markets," Frank said.
For the third fiscal quarter, Lululemon said it expects revenue to be between $2.29 billion and $2.32 billion, a decline of roughly 10% to 11% from the prior year. It anticipates earnings of 93 cents to 98 cents per share for the period.
For the full year, Lululemon said it expects net revenue between $10.35 billion and $10.5 billion, representing a 5% to 7% decline, and down from its previous guidance of $11 billion to $11.15 billion. It anticipates earnings will be between $9.48 and $9.73 per share, compared to previous guidance of $10.95 to $11.15 per share. That new outlook includes a boost from tariff refunds, Lululemon added.
Here's how Lululemon performed in its second fiscal quarter compared with what Wall Street was expecting, based on a survey of analysts by LSEG:
- Earnings per share: $2.06 adjusted vs. $1.79 expected
- Revenue: $2.42 billion vs. $2.46 billion expected
For the quarter, Lululemon reported net income of $329.2 million, or $2.92 per share, compared to $370.9 million, or $3.10 per share, the year prior.
The company said its gross profit decreased 1% to $1.5 billion while its gross margin grew 5.6%, boosted by a tariff refund of $134.5 million.
Frank said on the Thursday call that Lululemon management is focusing on introducing new styles and tightening inventory to return to sales growth.
"We know there is much more work to be done," Frank said. "Our management team leaders and employees are focused on serving our guests and executing initiatives to drive an inflection in our business."
Lululemon has been struggling to regain strength and relevancy among its customers even as it faces criticism from founder Chip Wilson. The company's new CEO, Heidi O'Neill, will take the reins of the retailer next week.
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