研報掘金丨中金:下調Lululemon目標價至280.49美元 下調2026及27財年盈測
中金髮表研究報吿指,Lululemon 2026財年首季(今年2至4月)收入按年增長7%至24億美元,淨利潤按年下滑2%至3億美元,基本符合該行預期。考慮到關税影響仍有不確定性、美國同店恢復仍待驗證,以及中國市場競爭可能加劇,該行下調評級至“中性”,目標價下調13%至280.49美元,並將2026及27財年的淨利潤預測分別下調3%至各18億及19億美元。
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