{"id":185105,"date":"2024-05-25T21:42:43","date_gmt":"2024-05-25T13:42:43","guid":{"rendered":"http:\/\/www.htt.hk\/?p=185105"},"modified":"2024-05-25T21:42:43","modified_gmt":"2024-05-25T13:42:43","slug":"lululemon-%e9%a6%96%e5%b8%ad%e4%ba%a7%e5%93%81%e5%ae%98%e7%a6%bb%e8%81%8c%e5%bc%95%e5%8f%91%e8%82%a1%e4%bb%b7%e4%b8%8b%e8%b7%8c","status":"publish","type":"post","link":"https:\/\/www.htt.hk\/?p=185105","title":{"rendered":"lululemon \u9996\u5e2d\u4ea7\u54c1\u5b98\u79bb\u804c\u5f15\u53d1\u80a1\u4ef7\u4e0b\u8dcc"},"content":{"rendered":"\n

<\/p>\n\n\n\n

\u53d7\u9996\u5e2d\u4ea7\u54c1\u5b98 Sun Choe \u5373\u5c06\u79bb\u804c\u4ee5\u53ca\u516c\u53f8\u4ea7\u54c1\u3001\u54c1\u724c\u56e2\u961f\u5373\u5c06\u91cd\u7ec4\u7684\u6d88\u606f\u5f71\u54cd\uff0c\u52a0\u62ff\u5927\u745c\u4f3d\u4f11\u95f2\u670d\u516c\u53f8 lululemon\uff08\u9732\u9732\u4e50\u8499\uff09\uff08\u7eb3\u65af\u8fbe\u514b\u80a1\u7968\u4ee3\u7801\uff1aLULU\uff09\u7684\u80a1\u4ef7\u8fc7\u53bb\u51e0\u65e5\u6709\u6240\u4e0b\u8dcc\uff1a<\/p>\n\n\n\n

5\u670821\u65e5\u5ba3\u5e03\u6b64\u6d88\u606f\u5f53\u5929\uff0clululemon \u7684\u80a1\u4ef7\u8f83\u524d\u65e5\u4e0b\u8dcc1.25%\uff1b\u622a\u81f35\u670824\u65e5\u95ed\u5e02\uff0c\u5176\u80a1\u4ef7\u7d2f\u8ba1\u4e0b\u8dcc6.18%\u81f3303.01\u7f8e\u5143\u6bcf\u80a1\uff0c\u8f83\u4e0a\u5468\u4e94\uff085\u670817\u65e5\uff09\u6536\u76d8\u4ef7\u7d2f\u8ba1\u4e0b\u8dcc9.5%\u3002<\/p>\n\n\n\n

\u6839\u636e\u516c\u53f8\u516c\u544a\uff0clululemon \u6b63\u91cd\u6574\u516c\u53f8\u7ec4\u7ec7\u7ed3\u6784\uff0c\u4f7f\u5176\u66f4\u5177\u4e00\u4f53\u6027\u3002lululemon \u7684\u8fd9\u4e00\u6218\u7565\u7ec4\u7ec7\u53d8\u9769\u65e8\u5728\u652f\u6301\u516c\u53f8\u7684\u8fd1\u671f\u548c\u957f\u671f\u589e\u957f\u8ba1\u5212\uff0c\u52a0\u901f\u4ea7\u54c1\u521b\u65b0\uff0c\u5e76\u8fdb\u4e00\u6b65\u652f\u6301\u5176\u5e02\u573a\u8425\u9500\u6218\u7565\u3002\u800c\u9996\u5e2d\u4ea7\u54c1\u5b98 Sun Choe \u5c06\u4e8e\u672c\u6708\u665a\u4e9b\u65f6\u5019\u79bb\u804c\u3002<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

\u4e0a\u56fe\uff1aSun Choe\uff08\u5de6\uff09\u3001Nikki Neuburger\uff08\u4e2d\uff09\u3001Jonathan Cheung\uff08\u53f3\uff09<\/p>\n\n\n\n

\u6b64\u5916\uff0clululemon \u8fd8\u8ba1\u5212\u7ec4\u5efa\u4e00\u4e2a\u7531\u9500\u552e\u548c\u54c1\u724c\u804c\u80fd\u90e8\u95e8\u7684\u9886\u5bfc\u8005\u7ec4\u6210\u7684\u65b0\u56e2\u961f\uff0c\u4ee5\u5f3a\u5316\u5176\u5168\u7403\u548c\u533a\u57df\u5e02\u573a\u7684\u8fdb\u5165\u6218\u7565\uff0c\u7531 Nikki Neuburger \u62c5\u4efb\u9996\u5e2d\u54c1\u724c\u548c\u4ea7\u54c1\u6fc0\u6d3b\u5b98\uff0c\u9664\u4e86\u76ee\u524d\u9886\u5bfc\u54c1\u724c\u7684\u804c\u8d23\u5916\u8fd8\u8d1f\u8d23\u76d1\u7763\u9500\u552e\u3001\u978b\u7c7b\u548c\u4ea7\u54c1\u8fd0\u8425\u3002<\/p>\n\n\n\n

\u4e0e\u6b64\u540c\u65f6\uff0c\u65b0\u4efb\u5168\u7403\u521b\u610f\u603b\u76d1 Jonathan Cheung\uff08\u5f20\u5b97\u900a\uff09\u5373\u5c06\u6b63\u5f0f\u5c65\u65b0\uff0c\u4ed6\u5c06\u63a8\u52a8 lululemon \u7684\u4ea7\u54c1\u8bbe\u8ba1\u548c\u521b\u65b0\u8def\u7ebf\u56fe\uff0c\u7ee7\u7eed\u76d1\u7763\u8bbe\u8ba1\u3001\u521b\u65b0\u548c\u4ea7\u54c1\u5f00\u53d1\uff0c\u76f4\u63a5\u5411\u9996\u5e2d\u6267\u884c\u5b98 Calvin McDonald \u6c47\u62a5\u5de5\u4f5c\u3002<\/p>\n\n\n\n

\u8fd1\u5e74\u6765\uff0c\u7531\u4e8e\u6d88\u8d39\u8005\u5bf9 lululemon \u7d27\u8eab\u88e4\u53ca\u5176\u4ed6\u8fd0\u52a8\u670d\u7684\u9700\u6c42\u5f3a\u52b2\uff0c\u516c\u53f8\u7684\u80a1\u4ef7\u5927\u5e45\u8dd1\u8d62\u7f8e\u56fd\u80a1\u5e02\u3002\u7136\u800c\uff0c\u4eca\u5e74\u7b2c\u4e00\u5b63\u5ea6\u9500\u552e\u8d8b\u52bf\u75b2\u8f6f\u7684\u8ff9\u8c61\u4ee5\u53ca\u884c\u4e1a\u7ade\u4e89\u7684\u52a0\u5267\u7ed9 lululemon \u7684\u80a1\u4ef7\u5e26\u6765\u538b\u529b\u3002\u4eca\u5e74\u8fc4\u4eca\uff0clululemon \u7684\u80a1\u4ef7\u5df2\u7d2f\u8ba1\u4e0b\u8dcc41%\uff0c\u662f2024\u5e74\u8fc4\u4eca\u4e3a\u6b62\u6807\u51c6\u666e\u5c14500\u6307\u6570\u4e2d\u8868\u73b0\u6700\u5dee\u7684\u4e00\u652f\u80a1\u7968\u3002<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

\u4e0a\u56fe\uff1a\u6807\u51c6\u666e\u5c14500\u6307\u6570\u4e0a\u6da8\u7684\u540c\u65f6\uff0clululemon \u7684\u80a1\u4ef7\u57282024\u5e74\u5448\u6574\u4f53\u4e0b\u8dcc\u8d8b\u52bf<\/p>\n\n\n\n

\u5bf9\u6b64\uff0c\u91d1\u878d\u670d\u52a1\u5546 Wedbush Securities \u5206\u6790\u5e08 Tom Nikic \u5728\u4e00\u4efd\u62a5\u544a\u4e2d\u8868\u793a\uff1a\u201c\u663e\u7136\uff0c\u5e02\u573a\u5bf9 lululemon \u7684\u770b\u6cd5\u5df2\u7ecf\u8f6c\u5dee\uff0c\u6211\u4eec\u4e0d\u518d\u8ba4\u4e3a lululemon \u80fd\u591f\u8fbe\u5230\u5e02\u573a\u5728\u8fc7\u53bb\u51e0\u5e74\u4e2d\u7ed9\u4e88\u5176\u80a1\u7968\u7684\u9ad8\u4f30\u503c\u6c34\u5e73\u3002\u201d\u4e0d\u8fc7\uff0cTom Nikic \u4ecd\u91cd\u7533\u4e86\u5bf9 lululemon \u80a1\u7968\u7684\u201coutperforme\u201d\uff08\u8dd1\u8d62\u5927\u76d8\uff09\u8bc4\u7ea7\uff0c\u4f46\u5c06\u80a1\u7968\u5728\u672a\u676512\u4e2a\u6708\u5185\u53ef\u80fd\u8fbe\u5230\u7684\u4ef7\u683c\u6c34\u5e73\uff0812-month price target\uff09\u4ece492\u7f8e\u5143\u4e0b\u8c03\u81f3397\u7f8e\u5143\u3002<\/p>\n\n\n\n

\u6295\u884c\u987e\u95ee\u673a\u6784 Evercore ISI \u5206\u6790\u5e08 Michael Binetti \u5219\u8868\u793a\uff0c\u6295\u8d44\u8005\u6b63\u5728\u5173\u6ce8 lululemon \u4ea7\u54c1\u5f00\u53d1\u548c\u8425\u9500\u6218\u7565\u7684\u6700\u65b0\u8fdb\u5c55\u3002\u800c\u73b0\u4efb\u9996\u5e2d\u4ea7\u54c1\u5b98 Sun Choe \u7684\u79bb\u804c\u6d88\u606f\u4f7f\u5f97 Michael Binetti \u5c06 lululemon \u4ece\u5176\u6295\u8d44\u9996\u9009\u540d\u5355\u4e2d\u5254\u9664\uff0c\u79f0\u5176\u5bf9\u516c\u53f8\u8fd1\u671f\u7684\u4e1a\u52a1\u53d1\u5c55\u8f68\u8ff9\u4e0d\u592a\u6709\u4fe1\u5fc3\u3002\u4e0d\u8fc7\uff0c\u4ed6\u4ecd\u7ef4\u6301\u5bf9 lululemon \u80a1\u7968\u7684\u201coutperforme\u201d\uff08\u8dd1\u8d62\u5927\u76d8\uff09\u8bc4\u7ea7\uff0c\u5e76\u79f0\u8d5e\u4e86\u516c\u53f8\u7684\u56fd\u9645\u589e\u957f\u3002<\/p>\n\n\n\n

Michael Binetti \u8865\u5145\u79f0\uff0c\u7b2c\u4e00\u8d22\u5b63 lululemon \u5728\u7f8e\u56fd\u5e02\u573a\u7684\u9500\u552e\u8d8b\u52bf\u770b\u8d77\u6765\u6709\u4e9b\u75b2\u8f6f\uff0c\u56e0\u6b64\uff0c\u800c5\u6708\u4ee5\u6765\uff08\u5373\u7b2c\u4e8c\u8d22\u5b63\u4ee5\u6765\uff09\u7684\u9500\u552e\u6570\u636e\u53c8\u201c\u597d\u574f\u53c2\u534a\u201d\u3002\u56e0\u6b64\uff0c\u5f53\u524d\u5b63\u5ea6\u7684\u524d\u666f\u5bf9\u6295\u8d44\u8005\u6765\u8bf4\u81f3\u5173\u91cd\u8981\uff0c\u201c\u8fd9\u5c31\u662f\u4e3a\u4ec0\u4e48\u51e0\u5468\u540e\u7684\uff08\u8d22\u62a5\uff09\u66f4\u65b0\u5982\u6b64\u5173\u952e\u201d\u3002\u636e\u6089\uff0clululemon \u5c06\u4e8e6\u67085\u65e5\u6536\u76d8\u540e\u516c\u5e03\u7b2c\u4e00\u8d22\u5b63\u4e1a\u7ee9\u3002<\/p>\n\n\n\n

\u6d88\u8d39\u8005\u6295\u8d44\u987e\u95ee\u516c\u53f8 Quo Vadis Capital \u7684\u521b\u59cb\u4eba John Zolidis \u672c\u5468\u4e5f\u64a4\u56de\u4e86\u5bf9 lululemon \u80a1\u7968\u7684\u957f\u671f\u63a8\u8350\uff08long recommendation\uff09\u3002\u4ed6\u6307\u51fa\uff0c\u9996\u5e2d\u4ea7\u54c1\u5b98 Sun Choe \u7684\u79bb\u804c\u662f\u5728\u516c\u53f83\u6708\u4efd\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u53d1\u8868\u4ee4\u4eba\u62c5\u5fe7\u7684\u8bc4\u8bba\u4e4b\u540e\u505a\u51fa\u7684\uff0c\u5f53\u65f6\uff0clululemon \u5c06\u8d22\u5e74\u5f00\u5c40\u7684\u75b2\u8f6f\u5f52\u548e\u4e8e\u8d2d\u7269\u8005\u7684\u51cf\u5c11\u548c\u4ea7\u54c1\u7ec4\u5408\u4e0d\u5229\uff0c\u201c\u8fd9\u975e\u5e38\u4ee4\u4eba\u4e0d\u5b89\u2026\u2026\u542c\u8d77\u6765\uff0clululemon \u7684\u5546\u54c1\u9500\u552e\u6216\u6267\u884c\u65b9\u9762\u51fa\u4e86\u95ee\u9898\u201d\u3002<\/p>\n\n\n\n

\u867d\u7136\u5982\u6b64\uff0c\u4f46 Wedbush Securities \u5206\u6790\u5e08 Tom Nikic \u4e5f\u8868\u793a\uff0c\u4e00\u4e2a\u79ef\u6781\u7684\u8ff9\u8c61\u662f\uff0clululemon \u7684\u6298\u6263\u6c34\u5e73\u5728\u524d\u51e0\u4e2a\u6708\u5927\u5e45\u4e0a\u6da8\u540e\u5df2\u4e8e5\u6708\u4efd\u5927\u5e45\u653e\u7f13\u3002\u4ed6\u8868\u793a\uff0c\u8fd9\u53ef\u80fd\u8868\u660e\u672c\u5b63\u5ea6\u7684\u8d8b\u52bf\u5df2\u7ecf\u7a33\u5b9a\u4e0b\u6765\uff0c\u7ba1\u7406\u5c42\u6216\u5c06\u5728\u5373\u5c06\u53ec\u5f00\u7684\u8d22\u62a5\u7535\u8bdd\u4f1a\u8bae\u4e0a\u8868\u8fbe\u66f4\u4e3a\u4e50\u89c2\u7684\u770b\u6cd5\u3002<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

\u7531\u4e8e\u6d88\u8d39\u8005\u5bf9\u53ef\u81ea\u7531\u652f\u914d\u652f\u51fa\u7684\u6536\u7d27\uff0clululemon \u5e76\u4e0d\u662f\u552f\u4e00\u4e00\u5bb6\u9677\u5165\u56f0\u5883\u7684\u8fd0\u52a8\u670d\u516c\u53f8\u3002Nike Inc.\uff08\u8010\u514b\u516c\u53f8\uff09\u7684\u80a1\u4ef7\u4eca\u5e74\u5df2\u7d2f\u8ba1\u4e0b\u8dcc15%\uff0c\u800c Under Armour Inc.\uff08\u5b89\u5fb7\u739b\uff09\u7684\u80a1\u4ef7\u5219\u56e0\u4e1a\u52a1\u91cd\u7ec4\u800c\u4e0b\u8dcc24%\u3002\u4e0d\u8fc7\uff0c\u7531\u4e8e\u8fd0\u52a8\u978b\u7684\u9700\u6c42\u65fa\u76db\uff0cOn Holding AG\uff08\u6602\u8dd1\uff09\u548c Deckers Outdoor Corp. \u7684\u80a1\u4ef7\u57282024\u5e74\u90fd\u6709\u6240\u4e0a\u6da8\u3002<\/p>\n\n\n\n

\u5c3d\u7ba1\u6700\u8fd1\u6709\u8ff9\u8c61\u8868\u660e\u9500\u552e\u8d8b\u4e8e\u75b2\u8f6f\uff0c\u4f46 Evercore ISI \u5206\u6790\u5e08 Michael Binetti \u5bf9\u8fd0\u52a8\u670d\u88c5\u884c\u4e1a\u4ecd\u6301\u4e50\u89c2\u6001\u5ea6\u3002\u4ed6\u8868\u793a\uff0cDeckers Outdoor Corp. \u65d7\u4e0b\u7684\u8fd0\u52a8\u978b\u54c1\u724c Hoka \u548c Alo Yoga \u7b49\u65b0\u5165\u573a\u8005\u201c\u6b63\u5728\u5524\u9192\u8fd9\u4e9b\u7c7b\u522b\u7684\u6d88\u8d39\u8005\u201d\uff0c\u8fd9\u5c06\u5bf9\u6574\u4e2a\u884c\u4e1a\u4ea7\u751f\u6b63\u5411\u5f71\u54cd\u3002<\/p>\n\n\n\n

3\u670821\u65e5\uff0clululemon \u516c\u5e03\u4e86\u622a\u81f31\u670828\u65e5\u76842023\u8d22\u5e74\u4e1a\u7ee9\uff1a2023\u8d22\u5e74\u51c0\u8425\u6536\u540c\u6bd4\u589e\u957f19%\u8fbe\u523096\u4ebf\u7f8e\u5143\uff0c\u8425\u4e1a\u5229\u6da6\u540c\u6bd4\u589e\u957f61%\u81f321.33\u4ebf\u7f8e\u5143\u3002\u5f53\u65f6\uff0c\u9996\u5e2d\u6267\u884c\u5b98 Calvin McDonald \u66fe\u5728\u7535\u8bdd\u4f1a\u8bae\u4e2d\u63d0\u5230\uff0c\u4ea7\u54c1\u521b\u65b0\u5c06\u662f lululemon \u57282024\u5e74\u7684\u91cd\u70b9\u4e4b\u4e00\u3002\u9664\u5df2\u63a8\u51fa\u7684\u9996\u4e2a\u7537\u58eb\u978b\u5c65\u7cfb\u5217\u3001\u4e3a\u53c2\u4e0e\u9996\u4e2a\u5973\u5b50\u8d85\u7ea7\u9a6c\u62c9\u677e\u9879\u76ee FURTHER\u7684\u8fd0\u52a8\u5458\u503e\u529b\u6253\u9020\u7684\u4e00\u7cfb\u5217\u521b\u65b0\u88c5\u5907\u5916\uff0c\u54c1\u724c\u8fd8\u5c06\u5728\u745c\u4f3d\u548c\u8bad\u7ec3\u7cfb\u5217\u4e2d\u8fdb\u884c\u9762\u6599\u521b\u65b0\uff0c\u5e76\u63a8\u51fa\u521b\u65b0\u7684\u9ad8\u5c14\u592b\u4ea7\u54c1\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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