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露露乐蒙Lululemon Athletica Inc(LULU)2025年第三季度财报(10-Q)「NASDAQ」(英文版)(77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 November 2,2025orTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURI

2、TIES 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,Va

3、ncouver,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 symb

4、ol(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

5、for 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 4

6、05 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

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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**:2025年第三季度净收入为26亿美元,同比增长7%;可比销售额增长1%,或以恒定货币计算增长2%。 - **地区表现**:美洲地区可比销售额下降5%,中国大陆地区增长24%,或以恒定货币计算增长25%,其他地区增长9%。 - **盈利能力**:毛利润增长2%至14亿美元,毛利率下降290个基点至55.6%,运营利润下降11%至4.36亿美元,运营利润率下降350个基点至17.0%。 - **税收**:所得税费用下降12%至1.35亿美元,有效税率从2024年第三季度的30.2%降至2025年第三季度的30.5%。 - **宏观经济影响**:公司业务受到贸易政策、消费者需求变化、通货膨胀、汇率波动和地缘政治不稳定等宏观经济因素的负面影响。 - **关税影响**:美国对进口商品实施的新关税预计将使2025年运营利润减少约2.1亿美元,净减除缓解措施后。 - **汇率波动**:汇率波动在2025年前三季度减少了净收入增长约1540万美元。
Lululemon 2025年第三季度业绩如何? Lululemon 2025年第三季度面临哪些挑战? Lululemon 2025年第三季度财务状况如何?
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