{"id":58598,"date":"2017-10-20T09:43:24","date_gmt":"2017-10-20T01:43:24","guid":{"rendered":"http:\/\/www.htt.hk\/?p=58598"},"modified":"2017-10-20T09:43:24","modified_gmt":"2017-10-20T01:43:24","slug":"%e7%bc%ba%e4%b9%8f%e9%9d%a2%e6%96%99%e4%b8%93%e5%88%a9%e6%88%90%e4%b8%balululemon%e6%9c%80%e5%a4%a7%e8%bd%af%e8%82%8b","status":"publish","type":"post","link":"http:\/\/www.htt.hk\/?p=58598","title":{"rendered":"\u7f3a\u4e4f\u9762\u6599\u4e13\u5229\u6210\u4e3aLululemon\u6700\u5927\u8f6f\u808b"},"content":{"rendered":"<p>\u52a0\u62ff\u5927\u8457\u540d\u745c\u4f3d\u670d\u9970\u54c1\u724c Lululemon \u4e0d\u4f46\u8981\u9762\u4e34\u5317\u7f8e\u8fd0\u52a8\u670d\u9970\u884c\u4e1a\u6574\u4f53\u4f4e\u8ff7\u7684\u95ee\u9898\uff0c\u8fd8\u8981\u63d0\u9632\u864e\u89c6\u7708\u7708\u7684\u7535\u5546\u5de8\u5934\u4e9a\u9a6c\u900a\uff08Amazon\uff09\u3002\u7f8e\u56fd\u672c\u571f\u7684\u5267\u70c8\u7ade\u4e89\uff0c\u8ba9 Lululemon \u5f00\u59cb\u66f4\u591a\u5c06\u76ee\u5149\u6295\u5411\u4e86\u6d77\u5916\u5e02\u573a\u3002<\/p>\n<p>\u8fd1\u65e5\uff0c\u6709\u6d88\u606f\u79f0\u4e9a\u9a6c\u900a\u6b63\u5728\u62db\u52df\u5927\u578b\u8fd0\u52a8\u670d\u88c5\u4f9b\u5e94\u5546\uff0c\u6253\u9020\u81ea\u6709\u8fd0\u52a8\u54c1\u724c\uff0c\u8fdb\u519b\u8fd0\u52a8\u670d\u88c5\u9886\u57df\u3002\u636e\u6d88\u606f\u4eba\u58eb\u900f\u9732\uff0cLululemon \u7684\u9876\u7ea7\u4f9b\u5e94\u5546 Eclat Textile Co. \u4ece\u4eca\u5e74 8\u6708\u5f00\u59cb\u5c31\u5df2\u7ecf\u5728\u4e3a\u4e9a\u9a6c\u900a\u5236\u9020\u670d\u88c5\uff0c\u6d88\u606f\u4e00\u51fa\u5c31\u5f15\u8d77\u4e86\u4e1a\u754c\u7684\u7279\u522b\u5173\u6ce8\u3002<\/p>\n<p>\u5bf9\u4e8e Lululemon \u6765\u8bf4\uff0c\u4e9a\u9a6c\u900a\u7684\u65b0\u8fd0\u52a8\u54c1\u724c\u5c06\u74dc\u5206\u5176\u5e02\u573a\u4efd\u989d\uff0c\u6324\u538b\u5176\u5229\u6da6\u7387\u3002Eclat Textile Co. \u957f\u671f\u4ee5\u6765\u4e00\u76f4\u4e3a\u5e2e\u52a9 Lululemon \u5f00\u53d1\u5176\u6807\u5fd7\u6027\u7684 Luon \u9762\u6599\uff0c\u4ee5\u53ca\u5176\u4ed6\u65b0\u6750\u6599\u3002\u867d\u7136 Lululemon \u62e5\u6709\u6570\u5341\u9879\u4e13\u5229\uff0c\u4f46\u8fd9\u4e9b\u4e13\u5229\u5927\u591a\u548c\u8bbe\u8ba1\u6709\u5173\uff0c\u800c\u975e\u9762\u6599\u3002<\/p>\n<p>\u636e Canaccord Genuity Corp. \u5206\u6790\u5e08 Camilo Lyon \u8868\u793a\uff1a\u201cLululemon \u65e0\u6cd5\u5229\u7528\u77e5\u8bc6\u4ea7\u6743\u6765\u62b5\u5fa1\u4e9a\u9a6c\u900a\u5bf9\u5176\u5e02\u573a\u4efd\u989d\u7684\u4fb5\u5360\u3002\u5728\u6ca1\u6709\u4e13\u5229\u7684\u60c5\u51b5\u4e0b\uff0c\u5171\u4eab\u4f9b\u5e94\u5546\u662f\u4e0d\u660e\u667a\u7684\u3002\u4e9a\u9a6c\u900a\u5c06\u5229\u7528\u5176\u5f3a\u6709\u529b\u7684\u4ef7\u683c\u4f18\u52bf\u6765\u63d0\u9ad8\u5176\u65b0\u8fd0\u52a8\u54c1\u724c\u7684\u77e5\u540d\u5ea6\u3002\u5047\u5982\u4e9a\u9a6c\u900a\u65b0\u8fd0\u52a8\u54c1\u724c\u63a8\u51fa\u4e0e Lululemon \u7684\u4ea7\u54c1\u8d28\u91cf\u76f8\u5f53\uff0c\u53c8\u5177\u6709\u4ef7\u683c\u4f18\u52bf\u7684\u4ea7\u54c1\uff0c\u90a3\u4e48 Lululemon \u539f\u6709\u7684\u90a3\u4e9b\u8ffd\u968f\u65f6\u5c1a\u7684\u5ba2\u6237\u5f88\u6709\u53ef\u80fd\u6210\u4e3a\u7b2c\u4e00\u6279\u8f6c\u5411\u4e9a\u9a6c\u900a\u7684\u4eba\u3002\u201d<\/p>\n<p>\u8be5\u6d88\u606f\u516c\u5e03\u540e\u7684\u4e24\u5929\u5185\uff0cLululemon \u7684\u80a1\u4ef7\u4e0b\u8dcc\u4e86\u8fd1 4%\u3002Camilo Lyon \u5bf9Lululemon \u7684\u80a1\u7968\u8bc4\u7ea7\u4e3a\u201c\u629b\u552e\u201d\uff0c\u5e76\u9884\u8ba1\u80a1\u4ef7\u5c06\u7ee7\u7eed\u4e0b\u8dcc\u81f343\u7f8e\u5143\u3002<\/p>\n<p><a href=\"http:\/\/www.htt.hk\/wp-content\/uploads\/2017\/10\/1-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-58599\" src=\"http:\/\/www.htt.hk\/wp-content\/uploads\/2017\/10\/1-1.png\" alt=\"\" width=\"875\" height=\"476\" srcset=\"http:\/\/www.htt.hk\/wp-content\/uploads\/2017\/10\/1-1.png 875w, http:\/\/www.htt.hk\/wp-content\/uploads\/2017\/10\/1-1-300x163.png 300w, http:\/\/www.htt.hk\/wp-content\/uploads\/2017\/10\/1-1-768x418.png 768w\" sizes=\"auto, (max-width: 875px) 100vw, 875px\" \/><\/a><\/p>\n<p>\u5317\u7f8e\u8fd0\u52a8\u5e02\u573a\u4f4e\u8ff7<\/p>\n<p>\u9664\u4e86\u9762\u4e34\u4e9a\u9a6c\u900a\u65b0\u8fd0\u52a8\u54c1\u724c\u7684\u7ade\u4e89\u5916\uff0cLululemon \u8fd8\u9762\u4e34\u5317\u7f8e\u8fd0\u52a8\u5e02\u573a\u7684\u4f4e\u8ff7\u3002<\/p>\n<p>Wells Fargo Securities\uff08\u5bcc\u56fd\u94f6\u884c\uff09\u5206\u6790\u5e08 Tom Nikic \u4e0a\u4e2a\u6708\u5728\u4e00\u4efd\u62a5\u544a\u4e2d\u8868\u793a\uff0c\u5728\u8fc7\u53bb\u51e0\u5e74\u4e2d\uff0c\u6d88\u8d39\u8005\u8702\u62e5\u8d2d\u4e70 Nike\uff0cLululemon \u548c Under Armour \u7684\u8fd0\u52a8\u4f11\u95f2\u670d\u3002\u4f46\u662f\u6d88\u8d39\u8005\u73b0\u5728\u5df2\u7ecf\u6709\u8db3\u591f\u8fd9\u6837\u7684\u8863\u670d\u4e86\uff0c\u52a0\u4e0a\u4e00\u4e9b\u4f53\u80b2\u96f6\u552e\u5546\u7684\u7834\u4ea7\uff0c\u4ee5\u53ca\u4ea7\u54c1\u521b\u65b0\u7684\u505c\u6ede\u4e0d\u524d\uff0c\u8fd0\u52a8\u4f11\u95f2\u884c\u4e1a\u7684\u53d1\u5c55\u53ef\u80fd\u4f1a\u653e\u7f13\u3002Nikic \u8868\u793a\uff1a\u201c\u603b\u4f53\u6765\u8bf4\uff0c\u6574\u4e2a\u884c\u4e1a\u662f\u65f6\u5019\u4f11\u606f\u4e00\u4e0b\u4e86\u3002\u201d<\/p>\n<p>Lululemon \u5728 8\u6708\u516c\u5e03\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\uff1a\u51c0\u5229\u6da6\u540c\u6bd4\u51cf\u5c11 10%\uff0c\u51c0\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f 13%\uff0c\u540c\u5e97\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f 7%\uff0c\u662f\u540c\u671f\u5317\u7f8e\u5317\u7f8e\u8fd0\u52a8\u54c1\u724c\u8868\u73b0\u76f8\u5bf9\u8f83\u597d\u7684\u54c1\u724c\u4e4b\u4e00\u3002<\/p>\n<p>\u5c3d\u7ba1\u6574\u4f53\u73af\u5883\u4e0d\u5229\uff0cBarclays Research \u7684 Matthew McClintock \u5bf9 Lululemon \u7684\u80a1\u7968\u8868\u73b0\u4f9d\u7136\u6301\u4e50\u89c2\u6001\u5ea6\uff0c\u4ed6\u8868\u793a\uff1a\u201c\u6211\u4eec\u4ecd\u7136\u770b\u597d Lululemon\uff0c\u8be5\u516c\u53f8\u7b2c\u4e8c\u5b63\u5ea6\u7684\u4e1a\u7ee9\u8868\u73b0\u8bc1\u660e\u4ed6\u4eec\u5e76\u6ca1\u6709\u906d\u53d7\u5230\u8fd0\u52a8\u4f11\u95f2\u884c\u4e1a\u6240\u9762\u4e34\u7684\u538b\u529b\u7684\u5f71\u54cd\u3002\u201d<\/p>\n<p>\u672c\u6708\u65e9\u4e9b\u65f6\u5019\uff0cTelsey Advisory Group \u7684 Dana Telsey \u8868\u793a\uff1a\u201c Lululemon \u8fd1\u671f\u7684\u8868\u73b0\u53ca\u5176\u957f\u671f\u524d\u666f\u5c06\u4f7f\u5176\u80a1\u4ef7\u4e0d\u65ad\u4e0a\u6da8\uff0c\u6211\u4eec\u770b\u5230\u4e86Lululemon \u8fd9\u4e00\u54c1\u724c\u7684\u529b\u91cf\uff0c\u8be5\u516c\u53f8\u5bf9\u5206\u9500\u7684\u63a7\u5236\u529b\u4ee5\u53ca\u5176\u7279\u5b9a\u7c7b\u522b\u5bf9\u6d88\u8d39\u8005\u7684\u6301\u7eed\u7684\u5438\u5f15\u529b\uff0c\u4fdd\u8bc1\u4e86\u4ed6\u4eec\u80fd\u591f\u4e0d\u53d7\u884c\u4e1a\u6574\u4f53\u8d8b\u52bf\u7684\u5f71\u54cd\u3002\u201d<\/p>\n<p><a href=\"http:\/\/www.htt.hk\/wp-content\/uploads\/2017\/10\/2-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-58600\" src=\"http:\/\/www.htt.hk\/wp-content\/uploads\/2017\/10\/2-1.png\" alt=\"\" width=\"979\" height=\"525\" srcset=\"http:\/\/www.htt.hk\/wp-content\/uploads\/2017\/10\/2-1.png 979w, http:\/\/www.htt.hk\/wp-content\/uploads\/2017\/10\/2-1-300x161.png 300w, http:\/\/www.htt.hk\/wp-content\/uploads\/2017\/10\/2-1-768x412.png 768w\" sizes=\"auto, (max-width: 979px) 100vw, 979px\" \/><\/a><\/p>\n<p>\u6ce8\u91cd\u6d77\u5916\u5e02\u573a\u548c\u7537\u88c5\u54c1\u7c7b<\/p>\n<p>\u867d\u7136 Lululemon \u4eca\u5e74\u7684\u4e1a\u7ee9\u8868\u73b0\u6709\u6240\u597d\u8f6c\uff0c\u4f46\u5b83\u5728\u745c\u4f3d\u88e4\u548c\u5176\u4ed6\u8fd0\u52a8\u670d\u5e02\u573a\u4e0a\u4e5f\u9762\u4e34\u7740\u66f4\u4e25\u91cd\u7684\u7ade\u4e89\u3002\u5317\u7f8e\u6b8b\u9177\u7684\u5e02\u573a\u73af\u5883\u8feb\u4f7f Lululemon \u5411\u6d77\u5916\u5bfb\u6c42\u589e\u957f\u3002<\/p>\n<p>\u8fd1\u65e5\uff0c\u636e Lululemon \u7684CEO Laurent Potdevin \u8868\u793a\uff0c\u4ed6\u5df2\u7ecf\u4e8e9\u6708\u5e95\u5728Canada Gateway \u6d3b\u52a8\u4e0a\uff0c\u4e0e\u5305\u62ec\u9a6c\u4e91\u5728\u5185\u7684\u963f\u91cc\u5df4\u5df4\u9ad8\u7ba1\u4eec\u5c31\u4e2d\u56fd\u5e02\u573a\u7684\u53d1\u5c55\u8fdb\u884c\u4e86\u521d\u6b65\u7684\u4f1a\u8c08\u3002<\/p>\n<p>\u963f\u91cc\u5df4\u5df4\u4e00\u76f4\u8868\u793a\uff0c\u5b83\u6b63\u5728\u4e2d\u56fd\u52aa\u529b\u5efa\u7acb\u4e00\u4e2a\u65b0\u7684\u96f6\u552e\u5927\u73af\u5883\uff0c\u79f0\u5176\u4e3a\u201cNew Retail\uff08\u65b0\u96f6\u552e\uff09\u201d\u3002Canada Gateway \u7684\u5176\u4e2d\u4e00\u4f4d\u53d1\u8a00\u4eba\u62d2\u7edd\u5bf9 Laurent Potdevin \u548c\u9a6c\u4e91\u4e4b\u95f4\u7684\u8c08\u8bdd\u53d1\u8868\u8bc4\u8bba\uff0c\u4f46\u4ed6\u6307\u51fa\uff1a\u201c\u5728\u4e2d\u56fd\uff0c\u7ebf\u4e0a\u96f6\u552e\u6d88\u8d39\u53ea\u5360\u603b\u6d88\u8d39\u989d\u7684 18%\u3002\u2018\u65b0\u96f6\u552e\u2019\u6218\u7565\u5c06\u5e2e\u52a9\u4f20\u7edf\u5b9e\u4f53\u54c1\u724c\u548c\u96f6\u552e\u5546\u5229\u7528\u963f\u91cc\u5df4\u5df4\u63d0\u4f9b\u7684\u6280\u672f\uff0c\u6539\u53d8\u4ed6\u4eec\u5438\u5f15\u6d88\u8d39\u8005\u7684\u65b9\u5f0f\uff0c\u5e76\u4e3a\u6d88\u8d39\u8005\u63d0\u4f9b\u65b0\u7684\u3001\u66f4\u6570\u5b57\u5316\u7684\u8d2d\u7269\u65b9\u5f0f\u3002\u201d<\/p>\n<p>Laurent Potdevin \u4e5f\u8ba4\u540c\u963f\u91cc\u5df4\u5df4\u7684\u8fd9\u79cd\u65b0\u7b56\u7565\u3002\u4ed6\u8865\u5145\u8868\u793a\uff0c\u5f88\u591a\u5546\u573a\u7684\u5b9e\u4f53\u5e97\u73b0\u5728\u5df2\u7ecf\u5f00\u59cb\u9010\u6e10\u6446\u8131\u4f20\u7edf\u7684\u5b9e\u4f53\u96f6\u552e\u6a21\u5f0f\uff0c\u5c06\u5927\u91cf\u7684\u96f6\u552e\u7a7a\u95f4\u7528\u4e8e\u4e3a\u987e\u5ba2\u63d0\u4f9b\u5404\u79cd\u72ec\u7279\u7684\u4f53\u9a8c\u548c\u670d\u52a1\u3002\u4ee5 Lululemon \u4e3a\u4f8b\uff0c\u4ed6\u4eec\u4f1a\u5728\u95e8\u5e97\u5185\u4e3a\u5ba2\u6237\u63d0\u4f9b\u745c\u4f3d\u8bfe\u7a0b\uff0c\u4eca\u5e748\u6708\uff0cLululemon \u8fd8\u5f00\u8bbe\u4e86\u7b2c\u4e00\u4e2a\u51a5\u60f3\u7a7a\u95f4\uff0c\u540d\u4e3a Mindfulosophy\uff0c\u8ba9\u987e\u5ba2\u53ef\u4ee5\u5728\u5176\u4e2d\u8fdb\u884c\u51a5\u60f3\uff0c\u81ea\u6211\u653e\u677e\u3002<\/p>\n<p>\u636e Laurent Potdevin \u900f\u9732\uff0cLululemon 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