纺织服饰行业周专题:Lululemon发布FY2024Q2季报,中国延续高增长-240901-国盛证券-25页
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gszqdatemark
Lululemon FY2024Q2
Lululemon FY2024Q2 7% Lululemon
2024 7 FY2024Q2 7%24
8%
0.8pcts 59.6%OPM 1.1pcts 22.8%
13%5.4
1FY2024Q2 8%
Q2 8%
2024 5Lululmeon
2FY2024Q2 28%
lululemon
40
2024 8%~9%
FY2024 103.75~104.75 8%~9%
Q1 11%~12%
2025
FY2026 125
➢ 2024
1
7
2024H2
2
2024 19
2024 PE 15
2024 PE 21/10
➢
2023
4-5
2024 PE 14 16
2024 PE 16
➢ 2024Q2
2024
2024 PE 10
S0680520070003
yangying1@gszq.com
S0680523080004
houziye@gszq.com
S0680524060004
wangjiawei@gszq.com
1 Amer Sports 2024Q2
2024-08-25
27
2024-08-18
37
2024-08-11
-30%
-22%
-14%
-6%
2%
10%
2023-09 2023-12 2024-04 2024-08
300
2024 09 01
年 月 日
gszqgszqdadatteemmaarkrk
P.2
/
, 2024 PE 15/11/10
2024H1 100
2024H1 337 13.8% 0.8pcts
64.1% 1pcts 35% 5.8%
7.1 0.9pcts 2.1%
Amer Sports 61.61
17% Amer Sports 77.21
62.6%
1
2024H1 129.8 +12.2% 29.3
+37.8%2
2024H1 20%+/
32024H1 1.25 +31.6%
2024Q2 16%2024H1
19.4 +15% 4.8 +15%
4.6 +21%2024H1 +0.7pct
77.9% //+0.3/+0.5/-0.4pct
39.0%/7.8%/-1.3%2024H1 24.7%
12024H1
59.5 +7% 5.5 +7%
5.4 +13% 0.24
0.20 0.13 2
2024H1 +1.5pct 46.1%
//+0.8/-0.2/-0.8pct 26.0%/4.8%/-2.2%
2024H1 9.2%
2024H1 14.5
+5% 0.6 -47% 0.6
-44%2024H1 +1.7pct 69.2%
//+4.7pct//+0.2pct 50%/7.9%/1.2%
2024H1
-4.3pct 6.0%
Q2 2024H1
11.3 9% 2.2 -27% 1.9
-26% 0.49 2024H1
-0.4pct 75.4%//-0.2/+2.1/+2.0pct
39%/8.8%/-1.7%
2024H1 -4.9pct 19.7%
Q2 2024H1
40.3 5% 3.8 -44%
3.3 -41% 0.49
0.16 2024H1 -2.7pct 48.7%
//
+3.7/+0.9/+0.3pct 26.2%/7.7%/-0.9%
-6.5pct 10.1%
2024Q2 2024H1
8.3 -3% 0.8 -18% 0.8
-19%2024H1 +0.3pct 28.7%
//-0.2/+1.8/0.2pct 7.1%/6.9%/-0.3%
2024H1 -
1.8pct 9.5%
2024H1
14.3%21.1 1.2pcts 46.7%
3.6pcts
2024 09 012024 09 01
年 月 日
gszqgszqdadatteemmaarkrk
P.3
26.1% 0.5pcts 6.4% 2024H1
4.1pcts 7.5% 44.3%1.6
10 2
104.81%2024Q2 2024Q2 16.3%10.2
3.2pcts 50.1% 2pcts 6.8%
35.7%6908
2024H1 2024H1
399.6 1% 0.7pcts
9.2%6 Au9999 15%
0.1pcts 1.3% 0.1pcts 0.7%
10.3%14.04 0.4pcts 3.5%
EPS
PE
2023A
2024E
2025E
2026E
2023A
2024E
2025E
2026E
02020.HK
3.61
4.88
4.98
5.65
19.4
14.3
14.1
12.4
02313.HK
3.03
3.86
4.34
4.96
19.4
15.2
13.5
11.8
300979.SZ
2.74
3.34
3.84
4.40
23.6
19.4
16.8
14.7
002003.SZ
0.48
0.60
0.70
0.81
25.9
20.6
17.7
15.3
603889.SH
0.55
0.61
0.69
0.76
11.4
10.3
9.2
8.3
002832.SZ
1.60
1.93
2.35
2.83
11.9
9.9
8.1
6.7
02331.HK
1.23
1.25
1.35
1.46
10.8
10.7
9.9
9.1
Wind
2024 09 012024 09 01
年 月 日
摘要:
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作者:百年孤独
分类:按申万行业
价格:免费
属性:25 页
大小:1.02MB
格式:PDF
时间:2024-09-13