业务布局：Lululemon的Power of Three x2方向延续19年，主要在产品创新、渠道和地区扩张上布局。在布局上通过扩张品类，从运动延伸到消费者日常、商务等更多日常场景，重点规划男装的复合增速约为20%；在渠道上规划了线上、线下店铺的符合增速；在地区上，在国际销售上规划了30%以上的增速，此外还有库存、CAPEX等方面...
Howard Tubin—Vice President, Investor Relations Calvin McDonald—Chief Executive Officer Celeste Burgoyne—President, Americas and Global Guest Innovation Meghan Frank—Chief Financial Officer Analysts: Mark Altschwager—Baird — Analyst Erinn Murphy—Piper Sandler — Analyst Lorraine Hutchinson—Bank of Am...
Current Deferred Revenue 306.5 M 291.2 M Total Revenue 9.6 B 10.1 B Cost Of Revenue 4 B 4.2 B Stock Based Compensation To Revenue 0.01 0.01 Sales General And Administrative To Revenue 0.31 0.32 Capex To Revenue 0.07 0.05 Revenue Per Share 75.91 33.79 Ebit Per Revenue 0.23 0.19 Thematic...
Expenses are likely to be outsized in the near future, given the unusual uptrend in CapEx to depreciation. Company Description Lululemon Athletica Inc. (LULU), together with its subsidiaries, engages in the design, manufacture, and distribution of athletic apparel and accessories for slim-...