Lululemon 2025Q3
-
Lululemon er kommet med Q3-regnskab i dag. Vaeksten er det mindst imponerende i Q3, men regnskabet fortjener nu alligevel at blive naevnt herinde. Sammen med Deckers og Pandora er Lululemon en af mine tre consumer cyclicals favoritter til de nuvaerende kurser. Lidt data:
- Markedsvaerdi ~23 USDmia
- Kontanter ~1 USDmia
- Kurs ~190
- ROIC ~30%
- 5-6% forventet vaekst i omsaetning (deceleration ift tidligere aar)
- FY2025 EPS $12.92-13.02 forventet (fwdPE ~15)
lululemon athletica inc. Announces Third Quarter Fiscal 2025 Results; Board of Directors Authorizes $1.0 Billion Increase in Its Stock Repurchase Program
- Revenue increased 7% to $2.6 billion
- Comparable sales increased 1%, or 2% on a constant dollar basis
2025 Outlook
For 2025, the Company now expects net revenue to be in the range of $10.962 billion to $11.047 billion, representing growth of 4%, or 5% to 6% excluding the 53rd week of 2024. Diluted earnings per share are now expected to be in the range of $12.92 to $13.02 for the year.
LULU Stock: Lululemon Athletica Posts Strong Financial Results, Announces CEO Departure
https://www.tipranks.com/news/lulu-stock-lululemon-athletica-posts-strong-financial-results-announces-ceo-departureLululemon Athletica CEO to step down in January
https://www.reuters.com/sustainability/boards-policy-regulation/lululemon-athletica-ceo-step-down-january-2025-12-11/Lululemon CEO Calvin McDonald will depart in January
https://www.cnbc.com/2025/12/11/lululemon-ceo-calvin-mcdonald-departing.html2025-09-05 Lululemon CEO: We need to get back to innovating & creating in key categories
https://www.youtube.com/watch?v=oo_U73gzOLc2025-10-10 Lululemon founder Chip Wilson: Board of directors is real issue at the company
https://www.youtube.com/watch?v=glozVxwvLGg2025-10-09 Lululemon founder says brand is 'losing its soul'
https://www.youtube.com/watch?v=qSQaMJu7rLQ
Der er ogsaa kommet regnskab fra Costco i dag. Mini-tsunami
P.S. Klik paa figurerne for at goere dem stoerre.
-
Som altid et godt indlæg fra din hånd, bb8.
Overskrifterne er lidt til den negative side eller ?
Kiggede på den i MyStockScanner og visse tal skal lige opdateres, men økonomisk set en kvalitetsaktie.
Ejede tidligere i år Gildan. -
Hvis man tidligere har vækstet 10-20% og der kommer en opbremsning og man nedjusterer et par gange i løbet af året, så kommer der selvfølgelig en kurs-reaktion. Jeg synes bare, at kurs-pendulet har svinget lidt for meget i nedadgående retning. Om vi har nået bunden endnu ved jeg ikke.
Jeg foretrækker Deckers frem for Lululemon, men begge kan hurtigt gå af mode, ligesom det samme kan ske for Pandora.
Jeg kender godt Gildan. Den er canadisk ligesom Lululemon. God virksomhed. Gildan er måske mere forudsigelig. Men den vokser ikke så hurtigt og har lavere egenkapitalforrentning.
P.S. Alletiders, hvis det er brugbart for dig og andre. Jeg copy/paster egentlig bare fra pressemeddelelsen og vedhæfter et par auto-genererede figurer, men det har også sin værdi.
-
Korrekt
-
Elliott takes over $1 billion stake in Lululemon, source says - https://www.reuters.com/sustainability/boards-policy-regulation/elliott-builds-over-1-billion-stake-lululemon-plans-bring-new-ceo-wsj-reports-2025-12-18/
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind