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$lululemon athletica(LULU)$高端休闲服装赛道利润下行压力加剧。宏观环境若继续疲软，消费者对非必需高价品会更为谨慎。如果公司下半年同店销售增速无法快速回升，库存压力和折扣促销将损害品牌溢价，导致毛利率滑坡。

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