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露露柠檬Lululemon (LULU.US) 第三季业绩超出预期,调整后每股收益为 2.53 美元,超过华尔街预期的 2.28 美元。 总收入为 22 亿美元,略高于预期的 21.9 亿美元。
该公司的国际业务大幅成长,国际收入猛增49%。北美季度销售额亦成长12%。 Lululemon 新开设 14 家店,使其全球门市总数达到 686 家。
Lululemon 预估第四季获利成长可达 12%,每股收益为 4.85 美元至 4.93 美元。 预期营收在 31.35 亿美元至 31.7 亿美元之间,成长 13-14%。 第四季的前瞻指引低于分析师的估值,分析师预期每股收益 4.94 美元,营收为 31.8 亿美元。
Lululemon 将全年营收预期修正为 95.5 亿美元至 95.8 亿美元,较先前的 95.1 亿美元至 95.7 亿美元区间有所改善。 该公司预计调整后收益也将成长高达 23%,范围为每股 12.34 美元至 12.42 美元间。 根据FactSet收集之估值,2023 年预期营收 95.96 亿美元及每股收益12.18 美元。

(Lululemon 股价表现月线图)
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