Lululemon vs Aptiv
๊ฐ๋ ฅํ ๋ธ๋๋ ์ถฉ์ฑ๋๋ฅผ ๋ณด์ ํ ํ๋ฆฌ๋ฏธ์ ์คํฌ์ธ ์จ์ด ์๋งค์ ์ฒด vs ์ ๊ธฐ ๋ฐ ์์ ์์คํ ์ ๊ณต๊ธํ๋ ๊ธ๋ก๋ฒ ์๋์ฐจ ๊ธฐ์ ๊ธฐ์ . 9์ 2026์ ๋ด ํฌํธํด๋ฆฌ์ค์ ๋ ์ ๋ง๋ ์ข ๋ชฉ์ ๋ฌด์์ผ๊น์? ์๋์์ ์ฝ๊ฒ ์ค๋ช ํฉ๋๋ค.
Lululemon built a premium athletic apparel brand on community, product quality, and full-price selling discipline that most apparel companies only dream of matching, while Aptiv engineers advanced electrical architectures and software-defined vehicle systems for automakers navigating the transition to electrification. Both attract premium valuations based on their positioning, but one sells yoga pants and running gear while the other sells high-voltage wiring harnesses and autonomous driving software components. The Lululemon vs Aptiv comparison is a study in contrasts: it shows how a consumer brand built on margin protection compares with an industrial technology company managing a massive automotive customer base through an EV transition.
Lululemon built a premium athletic apparel brand on community, product quality, and full-price selling discipline that most apparel companies only dream of matching, while Aptiv engineers advanced ele...
์ฃผ๊ฐ ๋ณ๋ ์์ธ
Lululemon slides as weaker sales and another forecast cut deepen turnaround concerns
- Lululemon's latest quarterly report showed softer sales and weaker guidance, signaling that demand in its core North American business is still under pressure.
- Management cut its full-year forecast for a second time this year, a move that suggests the turnaround will take longer and is weighing on investor confidence.
- The upcoming CEO transition adds a layer of uncertainty, as the new leadership team inherits slowing growth, tougher competition, and a need to refresh the product mix.
Lululemon slides as weaker sales and another forecast cut deepen turnaround concerns
- Lululemon's latest quarterly report showed softer sales and weaker guidance, signaling that demand in its core North American business is still under pressure.
- Management cut its full-year forecast for a second time this year, a move that suggests the turnaround will take longer and is weighing on investor confidence.
- The upcoming CEO transition adds a layer of uncertainty, as the new leadership team inherits slowing growth, tougher competition, and a need to refresh the product mix.
ํฌ์ ๋ถ์
Lululemon
LULU
์ฅ์
- Lululemon has a very strong return on equity of 42.05%, indicating efficient capital use and profitability.
- The company expects to achieve its fiscal 2026 revenue goal of $12.5 billion, reflecting a long-term growth target of 14%.
- Despite recent stock declines, analysts forecast an average 28% upside over the next 12 months based on price targets.
๊ณ ๋ ค ์ฌํญ
- Lululemon's revenue growth has decelerated to 4%-6% with EPS expected to decline by 11%-13% in the near term.
- The company has leaned heavily on markdowns to drive sales, which has pressured gross margins amid inflation and tariff costs.
- The stock has fallen more than 57% in 2025 due to weakening demand, margin pressure, and concerns about innovation.
Aptiv
APTV
์ฅ์
- Aptiv PLC is a leading supplier of advanced electrical and electronic architecture and autonomous driving solutions.
- The company is capitalising on growth in electric vehicles and automated driving technologies, driving revenue expansion.
- Aptiv has a solid order backlog providing visibility on future revenues.
๊ณ ๋ ค ์ฌํญ
- Aptivโs business is cyclically exposed to the automotive industry, making revenue sensitive to vehicle production volumes.
- Supply chain disruptions and semiconductor shortages remain execution risks affecting operational efficiency.
- High research and development costs for new technologies pressure profitability in the near term.
Lululemon(LULU) ๋ค์ ์ค์ ๋ฐํ์ผ
The next LULU earnings date is expected on December 10, 2026, based on the latest available calendar. It will cover the companyโs fiscal third quarter of 2026. If the company does not confirm that date, the release is typically expected in the early-to-mid December window based on its historical timing.
Lululemon(LULU) ๋ค์ ์ค์ ๋ฐํ์ผ
The next LULU earnings date is expected on December 10, 2026, based on the latest available calendar. It will cover the companyโs fiscal third quarter of 2026. If the company does not confirm that date, the release is typically expected in the early-to-mid December window based on its historical timing.
Nemo์์ LULU ๋๋ APTV ๋งค์ํ๊ธฐ
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