格隆汇12月9日｜摩根大通发表研究报告指，Lululemon第三季的每股盈利达2.87美元，连同收入、毛利率及EBIT利润率均胜预期。公司管理层对第四季的每股盈利指引为5.56至5.64美元之间，基于收入料按年增长8%至10%，毛利率料按年按窄20到30个基点至59.1%，销售、一般及行政费用占比料按年收窄90至100个基点。更重要的是，首席执行官表示，对北美及国际的圣诞节开局感到满意，亦对折扣与正常价格之间的组合感到满意，提到在计划第四季时考虑到了假日购物季缩短的情况，采取了深思熟虑的策略。

该行指，管理层上调2024财年的指引至介乎14.08至14.16美元之间。该行将其今年每股盈利预测由13.98美元升至14.17美元，2025财年的每股盈利预测由14.92美元升至15.2美元，目标价则由338美元上调至425美元，相当于预测2026财年市盈率25倍，维持“增持”评级。

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