104712493 : Lululemon's positive earnings outlook is driven by several key factors:
Strong Brand Loyalty: Lululemon enjoys a devoted customer base, with high levels of brand loyalty and strong repeat business. Its reputation for high-quality, stylish athletic wear helps sustain premium pricing and consistent demand.
Expansion into New Product Categories: Lululemon has been diversifying its product offerings, expanding into men's apparel, footwear, and wellness products. These new categories are driving additional revenue streams and appealing to a broader customer base.
Global Growth: The company is expanding its footprint in international markets, particularly in Asia and Europe, where demand for premium athletic wear is growing rapidly. This geographic diversification is expected to fuel long-term growth.
Strong E-commerce and Digital Presence: Lululemon has been investing heavily in its e-commerce platform and digital initiatives, which have seen robust growth, particularly in the wake of the COVID-19 pandemic. This direct-to-consumer model boosts margins and provides flexibility in responding to consumer trends.
Product Innovation and Collaboration: Lululemon consistently innovates its product lines, introducing new designs and performance-enhancing features. Collaborations with high-profile influencers and celebrities further elevate the brand's image and attract new customers.
Focus on Profitability: Lululemon has a strong track record of efficient cost management and profitability. Its focus on maintaining high margins, coupled with disciplined expense control, ensures that revenue growth translates into solid earnings.
Together, these factors suggest that Lululemon is well-positioned to continue delivering positive earnings growth in the future.

ACY : not positive on the QR. recent US new president election phenomenon has cooled down and market will have a correction. Lululemoon profit margin may be impacted after Covid settling down

redevilgiggs :

musang queen :

104712493 : When comparing the earnings prospects of Lululemon, Salesforce, and Chewy, the outlook for each varies based on sector performance and company fundamentals:
Lululemon: The athletic apparel company has shown resilience, with expected earnings growth of 7.5% next year. The company anticipates revenue growth of 8-9% in fiscal 2024, driven by strong brand loyalty and international expansion. However, challenges include high valuation and slowing momentum in some key markets​
Salesforce: The cloud computing leader has raised its full-year earnings guidance, reflecting strong performance amid continued digital transformation. Its expected annual earnings per share (EPS) range of $10.03-$10.11 demonstrates robust growth, supported by strategic shifts to improve profitability, including a focus on artificial intelligence​
Chewy: The pet e-commerce giant has rebounded from profitability challenges and expects steady demand in its niche market. While its growth is attractive, its earnings depend on maintaining competitive pricing and managing logistics costs effectively​
Conclusion:
Salesforce offers the strongest earnings growth potential due to its leadership in a high-growth sector and strategic focus on AI.
Lululemon has solid fundamentals but faces valuation concerns.
Chewy shows promise but operates in a more volatile niche.

Lucas Cheah : $Salesforce (CRM.US)$  
Salesforce’s earnings prospects are strong due to its leadership in cloud-based customer relationship management (CRM) solutions. Its focus on AI-driven tools, like Einstein AI, and its Slack integration enhance customer engagement and productivity, driving upselling opportunities. Growing demand for digital transformation across industries supports subscription revenue growth. However, cost-cutting efforts may pressure innovation.
$Lululemon Athletica (LULU.US)$  
Lululemon continues to expand its product lines (e.g., men’s wear and Mirror home fitness) while benefiting from global brand recognition and direct-to-consumer channels. Growth in international markets, especially in China, adds significant upside. The women’s activewear category remains a key revenue driver, supported by premium pricing and loyal customers. Supply chain challenges could pose short-term risks.
$Chewy (CHWY.US)$  
Chewy’s subscription-based model (e.g., Autoship) drives consistent revenue, supported by strong demand for pet products. Its expansion into high-margin categories like pet healthcare services (Chewy Health) boosts growth potential. The increasing number of pet owners post-pandemic supports revenue growth, though rising logistics costs and consumer spending pressures remain challenges.
In summary:
• Salesforce: Strong in cloud CRM and AI integration, with solid subscription growth potential.
• Lululemon: Expansion in men’s wear and international markets enhances growth despite supply chain risks.
• Chewy: Consistent revenue from subscriptions and healthcare services, though costs may weigh on margins.

musang queen :

redevilgiggs :

cashcow1 : i’m new! were should i put my money and how much?

Cow Moo-ney OP cashcow1 : Hello, that’s a tough and generic question to answer without knowing your background haha. Anyway most of us are not qualified to offer financial advice. Do read up a bit more and you will be able to form your decision

I Am 102927471 :