Lululemon- Warum interessiert sich niemand

Ich überleg mir einzusteigen... Meld mich wenn ich drin bin :-)  

Das letzte Jahr war ja für den Aktienkurs nicht wirklich erbaulich.  Aber schön langsam kommt das Vertrauen zurück. Die großen Investoren nehmen offensichtlich wieder Geld in die Hand und investieren in dieses Unternehmen. Langfristig sicherlich die richtige Entscheidung. Die großen Probleme dürften gelöst sein. Ich habe wieder etwas nachgelegt und obwohl die Aktie schon deutlich angezogen hat, finde ich sie immer noch unterbewertet.      

VANCOUVER, British Columbia--(BUSINESS WIRE)-- lululemon athletica inc. (NASDAQ:LULU) today announced financial results for the third quarter ended November 2, 2014.

For the third quarter ended November 2, 2014:

Net revenue for the quarter increased 10% to $419.4 million from $379.9 million in the third quarter of fiscal 2013.
Total comparable sales, which includes comparable store sales and direct to consumer, increased by 3% for the third quarter on a constant dollar basis. Comparable store sales for the third quarter decreased by 3% on a constant dollar basis and direct to consumer revenue increased 27% on a constant dollar basis.
Direct to consumer revenue increased to $77.2 million, or 18.4% of total Company revenues, in the third quarter of fiscal 2014, an increase from 16.3% of total Company revenues in the third quarter of fiscal 2013.
Gross profit for the quarter increased 3% to $211.1 million, and as a percentage of net revenue gross profit decreased to 50.3% for the quarter from 53.9% in the third quarter of fiscal 2013.
Income from operations for the quarter decreased 12% to $81.2 million, and as a percentage of net revenue was 19.4% compared to 24.3% of net revenue in the third quarter of fiscal 2013.
The effective tax rate for the third quarter of fiscal 2014 was 27.1% compared to 29.5% a year ago.
Diluted earnings per share for the quarter were $0.42 on net income of $60.5 million, compared to diluted earnings per share of $0.45 on net income of $66.1 million in the third quarter of fiscal 2013.
During the third quarter of fiscal 2014, the Company repurchased 1.8 million shares of the Company's common stock at an average cost of $40.49 per share.
For the thirty-nine weeks ended November 2, 2014:

Net revenue for the first three quarters of fiscal 2014 increased 12% to $1,194.7 million from $1,070.2 million in the same period of fiscal 2013.
Total comparable sales increased 1% for the first three quarters on a constant dollar basis. Comparable store sales for the first three quarters decreased by 4% on a constant dollar basis and direct to consumer revenue increased 27% on a constant dollar basis.
Direct to consumer revenue increased 25% to $206.7 million, or 17.3% of total company revenues, in the first three quarters of fiscal 2014, an increase from 15.5% of total company revenues in the first three quarters of fiscal 2013.
Gross profit for the first three quarters of fiscal 2014 increased 8% to $604.1 million, and as a percentage of net revenue gross profit was 50.6% for the first three quarters as compared to 52.4% in the same period of fiscal 2013.
Income from operations for the first three quarters of fiscal 2014 decreased 8% to $218.8 million, and as a percentage of net revenue was 18.4% as compared to 22.2% of net revenue in the same period of fiscal 2013.
Tax expense for the first three quarters was $96.0 million, which included a non-recurring adjustment of $31.3 million related to the repatriation of foreign earnings that will be used to fund the share buyback program. The normalized tax rate before the $31.3 million non-recurring tax adjustment would have been 28.9%, compared to 29.7% a year ago. The tax rate for the first three quarters of fiscal 2014, including the non-recurring tax adjustment, was 42.8%.
Excluding the non-recurring tax adjustment, diluted earnings per share were $1.10 in the first three quarters of fiscal 2014. Including the non-recurring tax adjustment, diluted earnings per share for the first three quarters of fiscal 2014 were $0.88, which included a $0.22 per share impact from the non-recurring tax adjustment.
During the first three quarters of fiscal 2014, the Company repurchased 3.3 million shares of the Company's common stock at an average cost of $39.94 per share.
The Company ended the third quarter of fiscal 2014 with $633.6 million in cash and cash equivalents compared to $600.7 million at the end of the third quarter of fiscal 2013. Inventory at the end of the third quarter of fiscal 2014 totaled $229.9 million compared to $209.1 million at the end of the third quarter of fiscal 2013. The Company ended the quarter with 289 stores.

Laurent Potdevin, lululemon's CEO, stated: "I am pleased that our third quarter results demonstrated sequential improvements as the quarter progressed, with all key facets of our business - brand, guest experience, and product - contributing to our momentum." Mr. Potdevin continued: "I am confident that our strong team, coupled with strategic investments into our core business areas, have already made a positive impact and place us on a strong trajectory for further global growth."

Updated Outlook

For the fourth quarter of fiscal 2014, we expect net revenue to be in the range of $570 million to $585 million based on a total comparable sales increase in the low single digits on a constant dollar basis. The sales outlook relative to previous guidance is expected to be impacted by approximately $15 million due to the combined impact of West Coast port delays, a lower Canadian dollar, and delayed store openings. Diluted earnings per share are expected to be in the range of $0.65 to $0.69 for the quarter. This guidance assumes 142.6 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 2014, we now expect net revenue to be in the range of $1.765 billion to $1.780 billion based on a total comparable sales increase in the low single digits on a constant dollar basis. Diluted earnings per share are expected to be in the range of $1.53 to $1.57 for the full year, or $1.74 to $1.78 normalized for the non-recurring tax adjustment incurred in the first quarter of fiscal 2014 related to the repatriation of foreign earnings that will be used to fund the share buyback program. This guidance assumes 144.3 million diluted weighted-average shares outstanding and a 37.9% tax rate, which includes the above tax adjustment, or 29.4% before the tax adjustment. The guidance does not reflect potential future repurchases of the Company's shares.
 

Firma hat Potential...expandiert wohl gerade nach Europa!  

Habe mit ein paar Canadians gequatscht und die haben bestätigt, dass lululemon richtig groß ist dort drüben in Nord Amerika und ich zitiere "each white chic has a starbucks coffee, an Iphone and lululemon yogapants"...

Hier in London ziehen sie ebenfalls etliche Shops auf, überwiegend in den Upper areas wie Chelsea und co...

Sollte langfristig ein gutes Investment sein

 

sollte bald wieder anziehen:-)  

 

Goldman downgrade  

http://www.thestreet.com/story/13105322/1/...ter-analyst-upgrade.html  

Expansion nach Europa sollte eigentlich mehr schwung bringen...  

lululemon athletica inc. Announces First Quarter Fiscal 2015 Results



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.  

 

 

 

Comeback?  

Was ist hier los...richtig dynamic :-)  

Lululemon - Dieser Mann will, dass wir alle Leggings tragen

http://www.sueddeutsche.de/wirtschaft/...le-leggings-tragen-1.3684726  

Lululemon CEO: China is a very important market for our businesses

https://www.cnbc.com/video/2017/10/16/...rket-for-our-businesses.html  

Lululemon ist eine der wertvollsten Modemarken der Welt — wir wollten im Münchner Shop herausfinden, warum

https://www.businessinsider.de/...an-an-dem-hype-um-lululemon-2018-11  

der Chart ist eine Freude.  

https://www.zacks.com/stock/news/353906/...e?cid=CS-MKTWTCH-HL-353906  

https://www.marketwatch.com/story/...ews-2019-03-27?mod=mw_quote_news  

Wird noch viel Freude bringen 14 Quartale Top Zahlen, heute gewaltiger Anstieg , seit November 2018 40% ! Das Produktportfolio sehr gute Qualität und gutes Management sowie es werden gute Margen erzielt.  

https://www.fool.de/2019/05/04/...-geld-verdient-2/?rss_use_excerpt=1

"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...."