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《大行》花旗降Lululemon(LULU.US)目標價至270美元 維持「中性」
阿思達克 06-09 11:37
花旗研究報告指,Lululemon(LULU.US)首季業績令人失望,當中同店銷售按年升1%,低於預期的4%,受到中國內地及其他市場拖累,而美國市場則符合預期,但仍然疲弱。該行維持「中性」評級,目標價由325美元降至270美元。 報告指,集團次季指引符合預期,但料關稅及投資將對利潤構成壓力,令次季每股盈利指引低過預期。管理層維持對2025財年的銷售指引,但首季美國的客流量趨勢低於預期,加上期內中國和其他地區的同店銷售放緩引發對國際市場增長的擔憂,並且令人質疑下半年的銷售指引是否不夠保守。另外,集中在產品組合上有新意,但目前爲止並未有帶來額外的客流,令近期美國市場迴歸增長的前景更加困難;庫存增加23%亦引發了對潛在利潤壓力的憂慮。
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