EP47 | Lululemon 高端機能服飾品牌，北美市場放緩，國際市場能否撐起一片天？ (說明欄中有連結)

from 巴菲特AI實驗室 · host 火星煉金術士

點擊>>> 分析報告巴菲特AI價值投資>>> https://marschaung.github.io/ai-lab/ 本集Podcast將解析Lululemon Athletica 在 2025 財年第一季度的表現和未來展望。財務報告呈現，雖然總營收和每股盈餘 (EPS) 實現了溫和成長，但北美市場的業績放緩被強勁的國際銷售所抵消。儘管毛利率有所提高，但營運成本上升導致淨利潤小幅下降。文章也討論了影響 Lululemon 業績的宏觀經濟因素、競爭格局和關稅擔憂，並指出該公司預計未來幾個季度成長將更加溫和。

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EP47 | Lululemon 高端機能服飾品牌，北美市場放緩，國際市場能否撐起一片天？ (說明欄中有連結)

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