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露露乐蒙Lululemon Athletica Inc(LULU)2025年第二季度财报(10-Q)「NASDAQ」(英文版)(56页).pdf

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1、Table of ContentsUNITED STATES SECURITIES AND EXCHANGE COMMISSIONWashington,D.C.20549Form 10-Q(Mark One)QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended August 3,2025orTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITI

2、ES EXCHANGE ACT OF 1934For the transi?on period from to Commission file number 001-33608lululemon athle?ca inc.(Exact name of registrant as specified in its charter)Delaware20-3842867(State or other jurisdic?on of incorpora?on or organiza?on)(I.R.S.Employer Iden?fica?on No.)1818 Cornwall Avenue,Vanc

3、ouver,Bri?sh Columbia V6J 1C7(Address of principal execu?ve offices)Registrants telephone number,including area code:604-732-6124Former name,former address and former fiscal year,if changed since last report:N/ASecuri?es registered pursuant to Sec?on 12(b)of the Act:Title of each classTrading symbol

4、(s)Name of each exchange on which registeredCommon Stock,par value$0.005 per shareLULUNasdaq Global Select MarketIndicate by check mark whether the registrant:(1)has filed all reports required to be filed by Sec?on 13 or 15(d)of the Securi?es Exchange Act of 1934 during the preceding 12 months(or fo

5、r suchshorter period that the registrant was required to file such reports),and(2)has been subject to such filing requirements for the past 90 days.Yes No Indicate by check mark whether the registrant has submi?ed electronically every Interac?ve Data File required to be submi?ed pursuant to Rule 405

6、 of Regula?on S-T during the preceding 12months(or for such shorter period that the registrant was required to submit such files).Yes No Indicate by check mark whether the registrant is a large accelerated filer,an accelerated filer,a non-accelerated filer,a smaller repor?ng company,or an emerging g

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根据报告的内容,以下是全文关键点的概括: - **财务概况**: - 第二季度净收入增长7%,达到25亿美元。 - 比较销售增长1%。 - 毛利润增长5%,达到15亿美元。 - 毛利率下降110个基点至58.5%。 - 营业收入下降3%,至5.238亿美元。 - 营业利润率下降210个基点至20.7%。 - 税收费用下降2%,至1.626亿美元。 - 每股摊薄收益为3.10美元。 - **市场状况和趋势**: - 业务受到宏观经济条件的影响,包括贸易政策、消费者需求变化、通货膨胀、汇率波动和地缘政治不稳定。 - 美洲地区比较销售下降4%,或按固定货币计算下降3%。 - 中国大陆地区比较销售增长17%,或按固定货币计算增长16%。 - 其他地区比较销售增长12%,或按固定货币计算增长9%。 - **关税影响**: - 美国对从大多数国家进口的商品实施10%的基本关税。 - 预计这些变化将对公司业务和运营结果产生重大不利影响。 - 预计关税增加将使2025年的毛利润减少约2.4亿美元。
**季度营收增长如何?** **中美市场表现如何?** **关税变动影响几何?**
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