dlhz
2021-06-03
When life throws you lemons, what do you do?
Lululemon Earnings Could End the Stock’s Reopening Blues<blockquote>Lululemon的盈利可能会结束该股重新开盘的忧郁</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
4
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":118837891,"tweetId":"118837891","gmtCreate":1622727560413,"gmtModify":1634098694910,"author":{"id":3559625756705117,"idStr":"3559625756705117","authorId":3559625756705117,"authorIdStr":"3559625756705117","name":"dlhz","avatar":"https://static.tigerbbs.com/b6429fc6894de633830784d1b2996fa8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":103,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>When life throws you lemons, what do you do?</p></body></html>","htmlText":"<html><head></head><body><p>When life throws you lemons, what do you do?</p></body></html>","text":"When life throws you lemons, what do you do?","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/118837891","repostId":1176196067,"repostType":4,"repost":{"id":"1176196067","kind":"news","pubTimestamp":1622721424,"share":"https://www.laohu8.com/m/news/1176196067?lang=zh_CN&edition=full","pubTime":"2021-06-03 19:57","market":"us","language":"en","title":"Lululemon Earnings Could End the Stock’s Reopening Blues<blockquote>Lululemon的盈利可能会结束该股重新开盘的忧郁</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176196067","media":"Barrons","summary":"Lululemon Athletica will report earnings after the close of regular trading Thursday. It’s a chance ","content":"<p>Lululemon Athletica will report earnings after the close of regular trading Thursday. It’s a chance for the pandemic favorite to find its way back into investors’ good graces.</p><p><blockquote>Lululemon Athletica将于周四常规交易结束后公布收益。对于大流行最受欢迎的公司来说，这是一个重新赢得投资者青睐的机会。</blockquote></p><p> Lululemon (LULU) had a great 2020. The yoga and workout apparel maker, like other retailers, was hurt by the initial Covid-19 lockdowns, but the company made a swift recovery, with shoppers snapping up its comfortable gear as they spent more time at home and focusing on their health. Analysts praised the stock and its growing market share, as well as its purchase of at-home workout firm Mirror.</p><p><blockquote>Lululemon(LULU)度过了美好的2020年。与其他零售商一样，这家瑜伽和锻炼服装制造商也受到了最初的Covid-19封锁的伤害，但该公司迅速复苏，购物者在家里花更多时间关注自己的健康，纷纷抢购其舒适的装备。分析师赞扬了该股及其不断增长的市场份额，以及对家庭健身公司Mirror的收购。</blockquote></p><p> High expectations dogged its earnings reports, and many questioned how lululemon—like other 2020 winners–would thrive in a post-pandemic world. The company’s most recent report, delivered in March, included lighter-than-anticipated full-year guidance that hurt the shares, which have gained just 2.7% over the past 12 months, even as bulls have urged patience.</p><p><blockquote>人们对其收益报告抱有很高的期望，许多人质疑lululemon与其他2020年获奖者一样，将如何在大流行后的世界中蓬勃发展。该公司3月份发布的最新报告包括低于预期的全年指引，这损害了该股，尽管多头敦促保持耐心，但该股在过去12个月中仅上涨了2.7%。</blockquote></p><p> That patience could pay off if the company manages to report better-than-expected results.</p><p><blockquote>如果该公司设法报告好于预期的业绩，这种耐心可能会得到回报。</blockquote></p><p> Analysts are looking for lululemon to earn 91 cents a share for the quarter, on revenue of $1.1 billion. That compares to 22 cents a share in the year-ago period and 74 cents in the comparable pre-pandemic quarter of 2019.</p><p><blockquote>分析师预计lululemon本季度每股收益为91美分，营收为11亿美元。相比之下，去年同期每股22美分，2019年大流行前季度每股74美分。</blockquote></p><p> Overall, earnings estimates for lululemon have been coming down in the past few months, as analysts tweaked their models lower to reflect the company’s full-year financial forecast. Yet the company’s report comes amid a wave of positive retail reports in recent weeks: From big box stores like Target (TGT) and Walmart(WMT) to apparel companies and mall staples like Abercrombie & Fitch (ANF), Gap (GPS), Macy’s (M), and Urban Outfitters(URBN), this earnings season has been dominated by strong results and in many cases upbeat commentary about the rest of the year.</p><p><blockquote>总体而言，过去几个月，lululemon的盈利预期一直在下降，因为分析师下调了模型以反映该公司的全年财务预测。然而，该公司的报告是在最近几周发布一波积极的零售报告之际发布的：从塔吉特(TGT)和沃尔玛(WMT)等大型商店到Abercrombie&Fitch(ANF)、Gap(GPS)、梅西百货(M)和Urban Outfitters(URBN)等服装公司和购物中心主食，本财报季以强劲的业绩为主，并且在许多情况下对今年剩余时间的乐观评论。</blockquote></p><p> That’s down to increased vaccination rates, which has made people more comfortable shopping in stores again even as they continue ordering online, and an ongoing fashion shift. Moreover, consumers had plenty of cash to burn during retailers’ fiscal first quarters: The most recent round of government stimulus boosted March retail sales to a pandemic-era record while consumer confidence soared to its highest level in more than a year in April. An improving labor market and ongoing economic reopening have many investors hopeful that the spending surge will continue in the quarters to come.</p><p><blockquote>这要归功于疫苗接种率的提高，这使得人们在继续在线订购的同时再次在商店购物变得更加舒适，以及持续的时尚转变。此外，在零售商的第一财季，消费者有大量现金可供消耗：最新一轮政府刺激措施将3月份零售额推高至大流行时期的纪录，而4月份消费者信心飙升至一年多来的最高水平。劳动力市场的改善和持续的经济重新开放让许多投资者希望支出激增将在未来几个季度持续。</blockquote></p><p> That combination—of lowered earnings expectations and broader macro tailwinds for retailers—could be one that leads lululemon to a first-quarter beat and actually allows the stock to benefit, unlike prior quarters when the shares fell despite upbeat results.</p><p><blockquote>盈利预期下降和零售商更广泛的宏观利好的结合可能会导致lululemon第一季度表现良好，并实际上让该股受益，不像前几个季度尽管业绩乐观，但股价仍下跌。</blockquote></p><p> Of course, that’s not a guarantee. The company could slip back into its old pattern of post-earnings losses if recent retailers’ reports have gotten investors’ hopes up again. Other metrics beyond the top and bottom line could disappoint, or the market could be unforgiving if lululemon doesn’t update its outlook, which many hoped was conservative. Growth at Mirror could be a weak spot if consumers have felt comfortable returning to gyms sooner than expected.</p><p><blockquote>当然，这并不能保证。如果最近的零售商报告再次让投资者抱有希望，该公司可能会回到盈利后亏损的旧模式。除了顶线和底线之外的其他指标可能会令人失望，或者如果lululemon不更新其前景（许多人希望其前景是保守的），市场可能会无情。如果消费者愿意比预期更早重返健身房，Mirror的增长可能会成为一个弱点。</blockquote></p><p> Still, with lululemon off 8% year to date,the stock is cheaper than it has been for much of last year.</p><p><blockquote>尽管如此，lululemon今年迄今已下跌8%，该股仍比去年大部分时间便宜。</blockquote></p><p> And that makes the bull case less of a stretch.</p><p><blockquote>这使得牛市的情况变得不那么牵强。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lululemon Earnings Could End the Stock’s Reopening Blues<blockquote>Lululemon的盈利可能会结束该股重新开盘的忧郁</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLululemon Earnings Could End the Stock’s Reopening Blues<blockquote>Lululemon的盈利可能会结束该股重新开盘的忧郁</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-03 19:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Lululemon Athletica will report earnings after the close of regular trading Thursday. It’s a chance for the pandemic favorite to find its way back into investors’ good graces.</p><p><blockquote>Lululemon Athletica将于周四常规交易结束后公布收益。对于大流行最受欢迎的公司来说，这是一个重新赢得投资者青睐的机会。</blockquote></p><p> Lululemon (LULU) had a great 2020. The yoga and workout apparel maker, like other retailers, was hurt by the initial Covid-19 lockdowns, but the company made a swift recovery, with shoppers snapping up its comfortable gear as they spent more time at home and focusing on their health. Analysts praised the stock and its growing market share, as well as its purchase of at-home workout firm Mirror.</p><p><blockquote>Lululemon(LULU)度过了美好的2020年。与其他零售商一样，这家瑜伽和锻炼服装制造商也受到了最初的Covid-19封锁的伤害，但该公司迅速复苏，购物者在家里花更多时间关注自己的健康，纷纷抢购其舒适的装备。分析师赞扬了该股及其不断增长的市场份额，以及对家庭健身公司Mirror的收购。</blockquote></p><p> High expectations dogged its earnings reports, and many questioned how lululemon—like other 2020 winners–would thrive in a post-pandemic world. The company’s most recent report, delivered in March, included lighter-than-anticipated full-year guidance that hurt the shares, which have gained just 2.7% over the past 12 months, even as bulls have urged patience.</p><p><blockquote>人们对其收益报告抱有很高的期望，许多人质疑lululemon与其他2020年获奖者一样，将如何在大流行后的世界中蓬勃发展。该公司3月份发布的最新报告包括低于预期的全年指引，这损害了该股，尽管多头敦促保持耐心，但该股在过去12个月中仅上涨了2.7%。</blockquote></p><p> That patience could pay off if the company manages to report better-than-expected results.</p><p><blockquote>如果该公司设法报告好于预期的业绩，这种耐心可能会得到回报。</blockquote></p><p> Analysts are looking for lululemon to earn 91 cents a share for the quarter, on revenue of $1.1 billion. That compares to 22 cents a share in the year-ago period and 74 cents in the comparable pre-pandemic quarter of 2019.</p><p><blockquote>分析师预计lululemon本季度每股收益为91美分，营收为11亿美元。相比之下，去年同期每股22美分，2019年大流行前季度每股74美分。</blockquote></p><p> Overall, earnings estimates for lululemon have been coming down in the past few months, as analysts tweaked their models lower to reflect the company’s full-year financial forecast. Yet the company’s report comes amid a wave of positive retail reports in recent weeks: From big box stores like Target (TGT) and Walmart(WMT) to apparel companies and mall staples like Abercrombie & Fitch (ANF), Gap (GPS), Macy’s (M), and Urban Outfitters(URBN), this earnings season has been dominated by strong results and in many cases upbeat commentary about the rest of the year.</p><p><blockquote>总体而言，过去几个月，lululemon的盈利预期一直在下降，因为分析师下调了模型以反映该公司的全年财务预测。然而，该公司的报告是在最近几周发布一波积极的零售报告之际发布的：从塔吉特(TGT)和沃尔玛(WMT)等大型商店到Abercrombie&Fitch(ANF)、Gap(GPS)、梅西百货(M)和Urban Outfitters(URBN)等服装公司和购物中心主食，本财报季以强劲的业绩为主，并且在许多情况下对今年剩余时间的乐观评论。</blockquote></p><p> That’s down to increased vaccination rates, which has made people more comfortable shopping in stores again even as they continue ordering online, and an ongoing fashion shift. Moreover, consumers had plenty of cash to burn during retailers’ fiscal first quarters: The most recent round of government stimulus boosted March retail sales to a pandemic-era record while consumer confidence soared to its highest level in more than a year in April. An improving labor market and ongoing economic reopening have many investors hopeful that the spending surge will continue in the quarters to come.</p><p><blockquote>这要归功于疫苗接种率的提高，这使得人们在继续在线订购的同时再次在商店购物变得更加舒适，以及持续的时尚转变。此外，在零售商的第一财季，消费者有大量现金可供消耗：最新一轮政府刺激措施将3月份零售额推高至大流行时期的纪录，而4月份消费者信心飙升至一年多来的最高水平。劳动力市场的改善和持续的经济重新开放让许多投资者希望支出激增将在未来几个季度持续。</blockquote></p><p> That combination—of lowered earnings expectations and broader macro tailwinds for retailers—could be one that leads lululemon to a first-quarter beat and actually allows the stock to benefit, unlike prior quarters when the shares fell despite upbeat results.</p><p><blockquote>盈利预期下降和零售商更广泛的宏观利好的结合可能会导致lululemon第一季度表现良好，并实际上让该股受益，不像前几个季度尽管业绩乐观，但股价仍下跌。</blockquote></p><p> Of course, that’s not a guarantee. The company could slip back into its old pattern of post-earnings losses if recent retailers’ reports have gotten investors’ hopes up again. Other metrics beyond the top and bottom line could disappoint, or the market could be unforgiving if lululemon doesn’t update its outlook, which many hoped was conservative. Growth at Mirror could be a weak spot if consumers have felt comfortable returning to gyms sooner than expected.</p><p><blockquote>当然，这并不能保证。如果最近的零售商报告再次让投资者抱有希望，该公司可能会回到盈利后亏损的旧模式。除了顶线和底线之外的其他指标可能会令人失望，或者如果lululemon不更新其前景（许多人希望其前景是保守的），市场可能会无情。如果消费者愿意比预期更早重返健身房，Mirror的增长可能会成为一个弱点。</blockquote></p><p> Still, with lululemon off 8% year to date,the stock is cheaper than it has been for much of last year.</p><p><blockquote>尽管如此，lululemon今年迄今已下跌8%，该股仍比去年大部分时间便宜。</blockquote></p><p> And that makes the bull case less of a stretch.</p><p><blockquote>这使得牛市的情况变得不那么牵强。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/lululemon-earnings-preview-stock-51622672565?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica"},"source_url":"https://www.barrons.com/articles/lululemon-earnings-preview-stock-51622672565?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176196067","content_text":"Lululemon Athletica will report earnings after the close of regular trading Thursday. It’s a chance for the pandemic favorite to find its way back into investors’ good graces.\nLululemon (LULU) had a great 2020. The yoga and workout apparel maker, like other retailers, was hurt by the initial Covid-19 lockdowns, but the company made a swift recovery, with shoppers snapping up its comfortable gear as they spent more time at home and focusing on their health. Analysts praised the stock and its growing market share, as well as its purchase of at-home workout firm Mirror.\nHigh expectations dogged its earnings reports, and many questioned how lululemon—like other 2020 winners–would thrive in a post-pandemic world. The company’s most recent report, delivered in March, included lighter-than-anticipated full-year guidance that hurt the shares, which have gained just 2.7% over the past 12 months, even as bulls have urged patience.\nThat patience could pay off if the company manages to report better-than-expected results.\nAnalysts are looking for lululemon to earn 91 cents a share for the quarter, on revenue of $1.1 billion. That compares to 22 cents a share in the year-ago period and 74 cents in the comparable pre-pandemic quarter of 2019.\nOverall, earnings estimates for lululemon have been coming down in the past few months, as analysts tweaked their models lower to reflect the company’s full-year financial forecast. Yet the company’s report comes amid a wave of positive retail reports in recent weeks: From big box stores like Target (TGT) and Walmart(WMT) to apparel companies and mall staples like Abercrombie & Fitch (ANF), Gap (GPS), Macy’s (M), and Urban Outfitters(URBN), this earnings season has been dominated by strong results and in many cases upbeat commentary about the rest of the year.\nThat’s down to increased vaccination rates, which has made people more comfortable shopping in stores again even as they continue ordering online, and an ongoing fashion shift. Moreover, consumers had plenty of cash to burn during retailers’ fiscal first quarters: The most recent round of government stimulus boosted March retail sales to a pandemic-era record while consumer confidence soared to its highest level in more than a year in April. An improving labor market and ongoing economic reopening have many investors hopeful that the spending surge will continue in the quarters to come.\nThat combination—of lowered earnings expectations and broader macro tailwinds for retailers—could be one that leads lululemon to a first-quarter beat and actually allows the stock to benefit, unlike prior quarters when the shares fell despite upbeat results.\nOf course, that’s not a guarantee. The company could slip back into its old pattern of post-earnings losses if recent retailers’ reports have gotten investors’ hopes up again. Other metrics beyond the top and bottom line could disappoint, or the market could be unforgiving if lululemon doesn’t update its outlook, which many hoped was conservative. Growth at Mirror could be a weak spot if consumers have felt comfortable returning to gyms sooner than expected.\nStill, with lululemon off 8% year to date,the stock is cheaper than it has been for much of last year.\nAnd that makes the bull case less of a stretch.","news_type":1,"symbols_score_info":{"LULU":0.9}},"isVote":1,"tweetType":1,"viewCount":763,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":36,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/118837891"}
精彩评论