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Luxury Sector Weekly: Ultra-Luxury Resilience vs. Mid-Tier Struggles

The luxury fashion market delivered another mixed week, underscoring a widening performance

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lululemon athletica inc.
Sector: Consumer Cyclical
Industry: Apparel Retail
Employees: 39000
lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China Mainland, Hong Kong, Taiwan, Macau, and internationally. The company offers pants, shorts, tops, and jackets for athletic activities, such as yoga, running, training, and other activities. It also provides fitness-inspired accessories. The company sells its products through company-operated stores; seasonal stores, pop-ups, university campus retailers, and yoga and fitness studios; outlets; Like New, a re-commerce program; and its e-commerce website. lululemon athletica inc. was founded in 1998 and is based in Vancouver, Canada.

Q2 Performance: Strategic Snapshot

Moncler's Q2 shows a resilient core performance under pressure from tourism-related headwinds. While sales dipped slightly overall, the Stone Island brand continues to stand out, especially in Asia. The company is responding with heightened operational flexibility, increased marketing investments, and cautious optimism for the winter season ahead.

MetricQ2 2025 Performance
Group Revenue€396.6M (–1% YoY)
Moncler Brand Revenue€317.2M (–2%)
Stone Island Revenue€79.4M (+6%)
EBIT Margin18.3% (Down from 21%)
Net Profit€153.5M (Lower YoY)
Net Cash Position~€981M
Key WeaknessesTourism decline, DTC softness
StrengthsStone Island growth, Americas demand

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Luxury Sector Weekly: Ultra-Luxury Resilience vs. Mid-Tier Struggles

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London, Mango

Nevold: Chanel’s Bold New Platform for Sustainable Materials

Mango is defying the downward spiral of the British high street with a bold and deliberate expansion strategy focused on capturing the attention and wardrobes [...]

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While Others Retreat, Mango Redefines the High Street for Gen Z

While Others Retreat, Mango Redefines the High Street for Gen ZMango is defying the downward spiral of the British high street with a bold and [...]

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Power Dressing Returns in The Devil Wears Prada 2

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lululemon athletica inc. 
$198.46  1.68%  
Nike, Inc. 
$76.97  0.76%  
ADIDAS 
167,55 €  0,42%  
Ralph Lauren Corp. R 
248,35 €  2,76%  
PRADA 
$41.48  0.53%  
Hennes & Mauritz AB, H & M ser. 
$143.15  1.24%  
BURBERRY GROUP PLC ORD 0.05P 
$1,100.00  0.81%  
LACTOSE (INDIA) LTD. 
₹ 96.60  2.19%  
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