¿Por qué cayó tanto $LULU (Lululemon Athletica Inc) ayer?
La fuerte caída del ~17 % en el precio de las acciones de Lululemon (LULU) se debió a una combinación de factores clave:
1. Revisión a la baja del pronóstico anual (guidance)
Lululemon redujo sus expectativas para el año fiscal 2025: ahora prevé ingresos entre 10.850 y 11.000 millones de dólares y un BPA (beneficio por acción) entre 12,77 $ y 12,97 $, cifras notablemente inferiores a las estimaciones previas y a las expectativas de los analistas
2. Ventas débiles en EE.UU. y “previsibilidad” del catálogo
El crecimiento de ventas comparables en EE.UU. fue apenas del 1 %, muy por debajo del 2,76 % esperado
La gestión admitió que la marca se ha vuelto “demasiado predecible”, especialmente en categorías como ropa de estar por casa (“lounge”) y casual wear, lo que ha reducido el interés de los clientes
3. Impacto de los aranceles y eliminación de la exención "de minimis"
La eliminación de la exención de importaciones de bajo valor (“de minimis”), que permitía evitar aranceles en envíos menores a 800 $, ha elevado significativamente los costos. Se estiman pérdidas de beneficio bruto adicionales por 240–320 millones de dólares
4. Preocupación por la marca y presión competitiva
Los analistas expresaron inquietud por el debilitamiento de la fortaleza de la marca y la presión sobre los márgenes. Algunos, como Jefferies y Evercore, rebajaron sus calificaciones, incluso sugiriendo que "esto empeorará"
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Wed Feb 18 2026 00:17:56 GMT+0000 (Coordinated Universal Time)
