<![CDATA[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-departure

Lululemon 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.html

2025-09-05 Lululemon CEO: We need to get back to innovating & creating in key categories
https://www.youtube.com/watch?v=oo_U73gzOLc

2025-10-10 Lululemon founder Chip Wilson: Board of directors is real issue at the company
https://www.youtube.com/watch?v=glozVxwvLGg

2025-10-09 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.

130269_LULU.png
130269_lululemon_q3_2025.png

]]>https://dev.proinvestor.com/forum/topic/447873/lululemon-2025q3RSS for NodeThu, 11 Jun 2026 12:32:31 GMTThu, 11 Dec 2025 20:51:38 GMT60<![CDATA[Reply to Lululemon 2025Q3 on Thu, 18 Dec 2025 11:28:54 GMT]]>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/

]]>https://dev.proinvestor.com/forum/post/9496116https://dev.proinvestor.com/forum/post/9496116Thu, 18 Dec 2025 11:28:54 GMT<![CDATA[Reply to Lululemon 2025Q3 on Sat, 13 Dec 2025 14:16:14 GMT]]>Korrekt 🙂

]]>https://dev.proinvestor.com/forum/post/9496119https://dev.proinvestor.com/forum/post/9496119Sat, 13 Dec 2025 14:16:14 GMT<![CDATA[Reply to Lululemon 2025Q3 on Fri, 12 Dec 2025 07:43:01 GMT]]>@TeamGarlic

Hvis man tidligere har vÊkstet 10-20% og der kommer en opbremsning og man nedjusterer et par gange i lÞbet af Äret, sÄ kommer der selvfÞlgelig en kurs-reaktion. Jeg synes bare, at kurs-pendulet har svinget lidt for meget i nedadgÄende retning. Om vi har nÄet bunden endnu ved jeg ikke.

Jeg foretrÊkker Deckers frem for Lululemon, men begge kan hurtigt gÄ af mode, ligesom det samme kan ske for Pandora.

Jeg kender godt Gildan. Den er canadisk ligesom Lululemon. God virksomhed. Gildan er mÄske mere forudsigelig. Men den vokser ikke sÄ hurtigt og har lavere egenkapitalforrentning.

P.S. Alletiders, hvis det er brugbart for dig og andre. Jeg copy/paster egentlig bare fra pressemeddelelsen og vedhÊfter et par auto-genererede figurer, men det har ogsÄ sin vÊrdi.

]]>https://dev.proinvestor.com/forum/post/9496120https://dev.proinvestor.com/forum/post/9496120Fri, 12 Dec 2025 07:43:01 GMT<![CDATA[Reply to Lululemon 2025Q3 on Fri, 12 Dec 2025 06:36:16 GMT]]>Som altid et godt indlÊg fra din hÄnd, bb8.
Overskrifterne er lidt til den negative side eller ?
Kiggede pÄ den i MyStockScanner og visse tal skal lige opdateres, men Þkonomisk set en kvalitetsaktie.
Ejede tidligere i Ă„r Gildan.

]]>https://dev.proinvestor.com/forum/post/9496115https://dev.proinvestor.com/forum/post/9496115Fri, 12 Dec 2025 06:36:16 GMT