Lululemon- Warum interessiert sich niemand
Seit Jahren solide Zahlen, gute Geschäftsidee, gutes Management ... aber irgenwie scheint das Interesse in Deutschland sehr begrenzt zu sein.
VANCOUVER, British Columbia--(BUSINESS WIRE)-- lululemon athletica inc. (NASDAQ:LULU) today announced financial results for the first quarter ended May 3, 2015.
For the first quarter ended May 3, 2015:
Net revenue for the quarter increased 10% to $423.5 million from $384.6 million in the first quarter of fiscal 2014.
Total comparable sales, which includes comparable store sales and direct to consumer, increased by 6% for the first quarter on a constant dollar basis.
Comparable store sales for the first quarter decreased by 1% on a constant dollar basis and direct to consumer revenue increased 31% on a constant dollar basis.
Direct to consumer net revenue increased 27% to $83.6 million, or 19.7% of total Company revenue, in the first quarter of fiscal 2015, an increase from 17.2% of total Company revenues in the first quarter of fiscal 2014.
Gross profit for the quarter increased by 5% to $205.9 million, and as a percentage of net revenue gross profit was 48.6% for the quarter compared to 50.9% in the first quarter of fiscal 2014.
Income from operations for the quarter decreased by 3% to $68.0 million, and as a percentage of net revenue was 16.1% compared to 18.2% of net revenue in the first quarter of fiscal 2014.
The effective tax rate for the quarter was 30.3% compared to 73.4% in the first quarter of fiscal 2014. The first quarter of fiscal 2014 included a tax expense of $30.9 million related to the repatriation of foreign earnings to fund the share buyback program. The tax rate for the first quarter of fiscal 2014 excluding the $30.9 million tax expense on the repatriation of foreign earnings would have been 30.1%.
Diluted earnings per share for the quarter were $0.34 on net income of $47.8 million, compared to diluted earnings per share of $0.13 on net income of $19.0 million in the first quarter of fiscal 2014, which included a $0.21 per share impact from the tax expense on the repatriation of foreign earnings. Excluding the tax expense on the repatriation of foreign earnings, diluted earnings per share were $0.34 in the first quarter of fiscal 2014.
During the first quarter of fiscal 2015, the Company repurchased 0.3 million shares of the Company's common stock at an average cost of $66.51 per share.
The Company ended the first quarter of fiscal 2015 with $655.9 million in cash and cash equivalents compared to $752.0 million at the end of the first quarter of fiscal 2014. Inventory at the end of the first quarter of fiscal 2015 totaled $236.5 million compared to $180.4 million at the end of the first quarter of fiscal 2014. The Company ended the quarter with 316 stores.
Laurent Potdevin, lululemon's CEO, stated: "Our team's solid performance resulted in another improving quarter - coming in ahead of our revenue expectations. We drove positive trends in traffic, conversion, and brand engagement, along with a continued acceleration of our e-commerce business." Mr. Potdevin continued: "To support our long term goals, we are intentionally striking a strategic balance between strong growth and investments within innovation and infrastructure."
Updated Outlook
For the second quarter of fiscal 2015, we expect net revenue to be in the range of $440 million to $445 million based on total comparable sales in the high single digits on a constant dollar basis. Diluted earnings per share are expected to be in the range of $0.31 to $0.33 for the quarter. This guidance assumes 142.3 million diluted weighted-average shares outstanding and a 30.2% tax rate. The guidance does not reflect potential future repurchases of the Company's shares.
For the full fiscal 2015, we now expect net revenue to be in the range of $2.000 billion to $2.050 billion based on total comparable sales in the mid single digits on a constant dollar basis. Diluted earnings per share are expected to be in the range of $1.86 to $1.91 for the full year. This guidance assumes 142.4 million diluted weighted-average shares outstanding and a 30.2% tax rate. The guidance does not reflect potential future repurchases of the Company's shares.
http://www.sueddeutsche.de/wirtschaft/...le-leggings-tragen-1.3684726
https://www.cnbc.com/video/2017/10/16/...rket-for-our-businesses.html
https://www.businessinsider.de/...an-an-dem-hype-um-lululemon-2018-11
"Tatsächlich stiegen die Lululemon-Aktien erst Ende letzter Woche, nachdem das jüngste Quartalswachstum die Erwartungen weit hinter sich gelassen hatte. Der Umsatz stieg um 26 % auf 1,17 Mrd. US-Dollar, während der Gewinn um mehr als 80 % auf 1,85 US-Dollar pro Aktie stieg. Das Management hat das zum Teil der Tatsache zugeschrieben, dass der E-Commerce-Umsatz von Lululemon im vergangenen Jahr auf 26 % des Gesamtumsatzes gestiegen ist und damit ein Ziel übertroffen hat, mit deren Erreichung das Unternehmen erst 2020 gerechnet hat.
Das Geschäft von Lululemon in China sei „besonders solide“, so COO Stuart Haselden. Der E-Commerce-Umsatz stieg im vierten Quartal um 140 %. Lululemon geht davon aus, dass der Online-Handel längerfristig etwa die Hälfte des Gesamtumsatzes im Reich der Mitte ausmachen wird.
Und Lululemon hört nicht auf: In der anschließenden Telefonkonferenz mit den Analysten stellte Haselden fest, dass das Unternehmen noch keine große Investitionen in „viele Möglichkeiten“ getätigt hat, um die Konversion nicht nur über die Website, sondern auch über Social Media und digitale Marketingkanäle zu verbessern. Wenn diese möglichen großen Investitionen Früchte tragen, sollten sie Lululemon nur noch zusätzlich helfen, seine unglaubliche Dynamik zu erhalten und zu beschleunigen...."
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https://www.bnnbloomberg.ca/video/...re-online-warehouse-sale~1992788
https://www.cnbc.com/video/2020/12/15/...he-coronavirus-pandemic.html