Lululemon

25 atoms · 跨 13 天 · 首见 2026-04-16 · 最近 2026-06-16

三色: 🟦 fact 18 · 🟥 take 7 · stance ▲0/▼15/◆6

来源: X 25

时态: fresh:22 · stale:3

标签: 好信源:11 · 好数字:9 · 好观点:4 · 好思考:3 · 好问题:1

叙事 (narrative) (4)

• 2026-06-05 ⭐ · bear market deepens after guidance cut
  Lululemon Bear Market Deepens After Guidance Cut Spooks Wall Street
  tags: 好观点·好思考 · → daily
• 2026-05-22 · 美国市场需求趋势
  Analyst sees ongoing U.S. weakness and soft demand trends pressuring outlook
  tags: 好观点·好思考 · → daily
  value: direction=weakness and soft demand
• 2026-06-07 · 营收及利润增长趋势
  売り上げや利益成長がピークアウトしつつあり
  tags: 好观点 · → daily
• 2026-06-04 · 在美国市场是否已达顶峰
  Has Lululemon peaked in America?
  tags: 好问题 · → daily

立场 (position) (3)

事实 (fact) (18)

• 2026-04-22 · 中国门店仓库产品PFAS检测结果
  Lululemon said recent random tests on products from its stores and warehouses in China found no PFAS
  tags: 好数字·好信源 · → daily
  value: direction=无
• 2026-06-05 · lowered annual forecast due to deteriorating North America performance
  Lululemon Athletica Inc. (LULU) slides 10% after the company lowered its annual forecast due to deteriorating performance in North America.
  tags: 好信源 · → daily
• 2026-06-04 · 遭到负面评论激增并影响公司
  LULULEMON SAW SPIKES OF NEGATIVE COMMENTARY THAT IMPACTED CO.
  tags: 好信源 · → daily
• 2026-05-27 · calls truce with founder Chip Wilson
  Lululemon Calls Truce With Founder Chip Wilson After Stock Collapse, Leggings Quality Implosion
  tags: 好信源 · → daily
  value: date=2026-05-27
• 2026-05-19 · 与 Wilson 谈判破裂
  $LULU - WSJ SAYS LULULEMON-WILSON TALKS COLLAPSE
  tags: 好信源 · → daily
• 2026-04-22 · 任命下任CEO
  LULULEMON PICKS HEIDI O'NEILL TO BE THE NEXT CEO: WSJ
  tags: 好信源 · → daily
  value: date=next CEO timeline unspecified
• 2026-06-16 · YTD 价格表现
  Lululemon is down 44% YTD
  tags: 好数字 · → daily
  value: direction=-44% · date=YTD 2026-06-16
• 2026-06-16 · S&P 500 排名
  is the 5th worst performing stock on the S&P 500
  tags: 好数字 · → daily
  value: qty=5th worst · date=YTD 2026-06-16
• 2026-06-07 · 全年营收指引下调
  Lululemon下调全年营收指引至110-111.5亿美元（原113.5-115亿）
  tags: 好数字 · → daily
  value: qty=110-111.5亿美元 · date=FY
• 2026-06-07 · 全年EPS展望下调
  EPS展望腰斩
  tags: 好数字 · → daily
  value: direction=腰斩
• 2026-06-04 · FY26 业绩指引下调
  Lululemon lowers FY26 guidance.
  tags: 好数字 · → daily
• 2026-05-20 · 股价跌幅
  It's down -37% since
  tags: 好数字 · → daily
  value: qty=-37% · date=2026-05-20
• 2026-05-14 · 管理层承认缺乏新意
  Lululemon 管理層承認出了問題：🔸「休閒、社交」服裝系列缺乏新意，消費者反應冷淡
  tags: 好信源 · → daily
• 2026-05-14 · 市场竞争加剧
  🔸市場競爭加劇，類似產品一堆，Lulu 已不再特別
  tags: 好信源 · → daily
• 2026-05-14 · 过度依赖陈旧产品组合
  🔸 品牌過度依賴陳舊產品組合，客戶開始審美疲勞
  tags: 好信源 · → daily
• 2026-05-14 · 股价从高点跌近70%
  股價從高點跌近 70%
  tags: 好数字 · → daily
  value: qty=-70% · direction=down
• 2026-04-18 · 产品否认含全氟化合物
  Lululemon Denies 'Forever Chemical' Use in China Products as US Launches Probe
  tags: 好信源 · → daily
• 2026-04-16 · 回应指控
  Lululemon Denies 'Forever Chemical' Use in China Products as US Launches Probe
  tags: 好信源 · → daily

时间轴 (近 20)

• 2026-06-16 · fact · YTD 价格表现 · → daily
• 2026-06-16 · fact · S&P 500 排名 · → daily
• 2026-06-07 · narrative · 营收及利润增长趋势 · → daily
• 2026-06-07 · fact · 全年营收指引下调 · → daily
• 2026-06-07 · fact · 全年EPS展望下调 · → daily
• 2026-06-05 · narrative · bear market deepens after guidance cut · → daily
• 2026-06-05 · fact · lowered annual forecast due to deteriorating North America p · → daily
• 2026-06-04 · fact · 遭到负面评论激增并影响公司 · → daily
• 2026-06-04 · narrative · 在美国市场是否已达顶峰 · → daily
• 2026-06-04 · fact · FY26 业绩指引下调 · → daily
• 2026-05-29 · position · Raymond James 评级 · → daily
• 2026-05-27 · fact · calls truce with founder Chip Wilson · → daily
• 2026-05-22 · position · Piper Sandler 评级 · → daily
• 2026-05-22 · position · Piper Sandler 目标价 · → daily
• 2026-05-22 · narrative · 美国市场需求趋势 · → daily
• 2026-05-20 · fact · 股价跌幅 · → daily
• 2026-05-19 · fact · 与 Wilson 谈判破裂 · → daily
• 2026-05-14 · fact · 管理层承认缺乏新意 · → daily
• 2026-05-14 · fact · 市场竞争加剧 · → daily
• 2026-05-14 · fact · 过度依赖陈旧产品组合 · → daily

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