Dinavahi Srinivasa Ranganadh’s Post

Shares of lululemon are down about 10% in extended trading after it issued weak guidance for the current quarter and posted single digit sales growth in North America. Like its peers, Lululemon has been grappling with uncertain demand and a slowdown in #discretionary spending that's hit the #apparel space particularly hard. #Investors have watched how Lululemon performs in North America, its largest region by sales, as it laps tougher prior year comparisons and contends with consumers who are choosing #experiences over #goods like clothes and shoes. During the quarter, sales rose 9% in the Americas, compared to 29% growth in the year-ago period. While Lululemon is still growing in the region, the rate has slowed down significantly as Lululemon focuses on expanding internationally. Meanwhile, international sales grew 54% on a reported basis, with sales in China growing 78% and 36% in the rest of Lululemon's markets. "As you've heard from others in our industry, there has been a shift in the U.S. consumer behavior of late and we're navigating what has been a slower start to the year in this market," CEO Calvin McDonald said on a call with analysts Thursday. "We view this as an opportunity to keep playing offense as we lean into investments that will continue our growth trajectory. Outside the U.S., our business remains strong, and all our international markets in Canada." For the full story, click the link below. #earnings #cnbc #lululemon #retail #athleticapparel https://lnkd.in/eAuJd6SH

"Lululemon cuts guidance, misses sales estimates after botched product launch 📉👎 #Lululemon #RetailNews #MarketUpdate. Check out https://databoutique.com for more insight into retail news 📊📈🌐 #DataBoutique #RetailData" by cnbc about lululemon

"Selling on improved sales and earnings?" CNBC reports that shares in lululemon dropped 16% in late trading Friday after a "disappointing future looking report" though it was hard to find much fault in their steadily increasing sales. Sales in North America rose 9% compared a 29% increase in the year-ago period and Europe and Asia was OK. Earnings per share: $5.29 vs. $5.00 expected and Revenue: $3.21B vs. $3.19B expected. #retailnews #investors #publiccompany #stockmarketnews #somekindofstupid #departmentofduh

AI-powered content repurposing can empower brand ambassadors and benefit #Lululemon by enhancing brand engagement, increasing reach, and maintaining a consistent brand image across different platforms. By utilizing #AI tools like Onecliq.io | Marketing Assistant / AI Content Tool , Otter.ai , Pictory Ai.and Tweet Hunter 1, lululemon can efficiently #repurposecontent into various formats suitable for different social media platforms. This approach allows brand ambassadors to create engaging content that resonates with their audience on platforms like TikTok and Instagram, showcasing the brand in diverse ways while maintaining authenticity.Through effective content repurposing, Lululemon can leverage the power of storytelling and user-generated content to connect with consumers on a personal level1 .  This strategy helps in building stronger relationships with customers, fostering brand loyalty, and driving sales. By adapting content for specific platforms and audiences, Lululemon can navigate the changing consumer behavior landscape, especially in North America where discretionary spending has been impacted .  The ability to repurpose content using AI tools enables Lululemon to stay relevant, engage with consumers effectively, and expand its international presence successfully.In light of the challenges faced by Lululemon in North America, AI-powered content repurposing offers a strategic advantage by enabling the brand to adapt its marketing approach dynamically. This flexibility allows Lululemon to respond to market trends swiftly, maintain a competitive edge, and drive growth both domestically and internationally 2 3 . By embracing AI-driven content repurposing, Lululemon can enhance its brand visibility, connect with consumers on a deeper level, and navigate the evolving retail landscape with agility. #ainews #aispecialist #artificialintelligence #artificialintelligenceexpert #contentrepurposing

Lululemon’s growth in the Americas, its largest market, appears to be stalling after the retailer on Wednesday reported flat comparable sales in the region and weak guidance for the current quarter. The company handily beat Wall Street’s earnings estimates, but only narrowly topped revenue expectations. Lululemon’s full fiscal-year guidance suggests the company is betting conditions will improve in the back half of the year. Here are the numbers:

Very interesting #earnings report from lululemon tonight. It issued weak Q2 guidance, flat comparable sales in the Americas and overall comparable #sales that fell short of estimates. Still, the #stock jumped about 10% in extended trading after the company announced its board of directors authorized an additional $1 billion in buybacks and touted its growth outside of the US. Lululemon’s troubles in the Americas appear to be a combination of competitive dynamics and internal missteps. Long considered the market leader for trendy yoga pants and higher-end #athleisure, Lululemon is now seeing serious competition from Alo Yoga and Vuori in an increasingly crowded athletic apparel space. Further, for two quarters in a row now, CEO Calvin McDonald said sales in the Americas suffered because the company didn’t have the right color leggings or the sizes that customers needed. The company expects to be in a better inventory position in the back half of the year but proper assortment planning and merchandising is retail 101. At a time when #consumers are being choosier than ever on where they spend their discretionary dollars, retailers can’t afford to fumble on the basics. Will Lululemon return to growth in the Americas? And what about #denim? Could shifting #fashion trends spell trouble for the athleisure market in the year ahead? Tell me what you think in the comments and as always, my DMs are open for tips. https://lnkd.in/eCqQpEih

Lululemon (LULU) earnings Q1 2024 - https://lnkd.in/gKTAt9Du Lululemon's growth in the Americas, its largest market, appears to be stalling after the retailer on Wednesday reported flat comparable sales in the region and weak guidance for the current quarter. The athletic apparel retailer handily beat Wall Street's earnings estimates, but only narrowly topped revenue expectations. Lululemon's full fiscal-year

Check out the latest update from Lululemon! Their Q4 2023 earnings report is in, and it's filled with exciting insights into their growth and performance. Take a closer look: #Lululemon #EarningsReport #Q4 #Retail #Growth

Lululemon Athletica (LULU) 2nd quarter revenue rose 7.3%, while EPS increased 17.5% as margins improved 7.1% from a year ago. The tax rate remained unchanged at 30% from a year ago. Operating income, which removes share buybacks from the equation, was 12.7% higher. The balance sheet is strong and debt free. 5-year score is 95. Shares are near fair valuation. LULU has for many years been one of the best growth stocks in the apparel sector, but its shares are down 44% this year on concerns of slowing growth. Clearly the U.S. market is slowing, but the longer-term growth story will come from overseas, China particularly. LULU is returning 6.5% on its market cap before tax and this is forecast to rise to 7.2% in the year ahead. These rates have become very hard to find in an overall market that is becoming more and more expensive. Since taking a small position in LULU at the end of July, shares have risen 11%. I plan to continue to hold shares based on LULU’s good growth prospects that will see its international sales grow nearly 50% of overall revenue in 6 to 7 years. A debt-free and strong balance sheet is a plus and it allows LULU to fund its growth internally and continue to buy back its shares at a very generous level.

Lululemon Athletica (LULU) Annual revenue rose 18.6%, while EPS increased 82.6% or 45.6% if unusual items were accounted for as margins improved 21.8% from a year ago. The tax rate fell to 29% from 36% a year earlier. Operating income, which removes tax and share buybacks from the equation, was 60.6% higher. The balance sheet is strong and debt free. 5-year score is 96. Shares are at an attractive valuation. LULU finds itself under pressure as concern increases on whether its high growth days are over. While 2024 was a phenomenal year for LULU, guidance for this year has raised concerns. LULU is returning 5% on its market cap before tax. This is forecast to rise to 5.8% this year. LULU is currently trading at its most attractive valuation based both on forward earnings and its pretax return since I have been covering it from April 2019. LULU perhaps has less potential in the United States, but international growth has barely begun. It remains one of the best run apparel companies in the world and has a strong balance sheet that can continue to fund growth without tapping into debt markets. I am placing LULU on the watchlist for buying opportunities.