\u30eb\u30eb\u30ec\u30e2\u30f3\uff08Lululemon\uff09\u306f\u30012024\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f\u3082\u306e\u306e\u3001\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306a\u30de\u30af\u30ed\u74b0\u5883\u3092\u7406\u7531\u306b\u5e74\u9593\u53ce\u76ca\u306e\u898b\u901a\u3057\u3092\u5f15\u304d\u4e0b\u3052\u307e\u3057\u305f\u3002CEO\u306e\u30ab\u30eb\u30d3\u30f3\u30fb\u30de\u30af\u30c9\u30ca\u30eb\u30c9\uff08Calvin McDonald\uff09\u306f\u3001\u30bf\u30ea\u30d5\uff08\u95a2\u7a0e\uff09\u3084\u7c73\u56fd\u7d4c\u6e08\u306e\u6e1b\u901f\u61f8\u5ff5\u306b\u76f4\u9762\u3059\u308b\u4e2d\u3067\u3001\u5f37\u529b\u306a\u8ca1\u52d9\u57fa\u76e4\u3068\u7af6\u4e89\u512a\u4f4d\u6027\u3092\u6d3b\u7528\u3057\u3066\u5e02\u5834\u306b\u51fa\u3066\u884c\u304f\u610f\u5411\u3092\u8868\u660e\u3057\u307e\u3057\u305f\u3002<\/p>\n
\u7c73\u56fd\u3067\u306e\u6210\u9577\u306b\u4e0d\u6e80\u3092\u8ff0\u3079\u305f\u30de\u30af\u30c9\u30ca\u30eb\u30c9\u6c0f\u306f\u3001\u7c73\u56fd\u306e\u6d88\u8cbb\u8005\u304c\u614e\u91cd\u3067\u610f\u56f3\u7684\u306a\u8cfc\u8cb7\u6c7a\u5b9a\u3092\u884c\u3063\u3066\u3044\u308b\u3068\u6307\u6458\u3057\u307e\u3057\u305f\u3002CFO\u306e\u30e1\u30fc\u30ac\u30f3\u30fb\u30d5\u30e9\u30f3\u30af\uff08Meghan Frank\uff09\u6c0f\u306f\u3001\u5546\u54c1\u3054\u3068\u306b\u6226\u7565\u7684\u306a\u4fa1\u683c\u4e0a\u6607\u3092\u8a08\u753b\u3057\u3066\u304a\u308a\u3001\u30bf\u30ea\u30d5\u306e\u5f71\u97ff\u3092\u7de9\u548c\u3059\u308b\u305f\u3081\u306e\u53d6\u308a\u7d44\u307f\u304c\u9032\u3081\u3089\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u5f37\u8abf\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u3089\u306e\u4fa1\u683c\u4e0a\u6607\u306f\u7dd2{\u7b2c2\u56db\u534a\u671f\u306e\u5f8c\u534a\u304b\u3089\u7b2c3\u56db\u534a\u671f\u306b\u304b\u3051\u3066\u5b9f\u65bd\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n
\u5177\u4f53\u7684\u306a\u7b2c1\u56db\u534a\u671f\u306e\u696d\u7e3e\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002
\n– \u4e00\u682a\u5f53\u305f\u308a\u5229\u76ca\uff08EPS\uff09\u306f2.60\u30c9\u30eb\u3067\u3001\u4e88\u60f3\u306e2.58\u30c9\u30eb\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002
\n– \u53ce\u76ca\u306f23.7\u5104\u30c9\u30eb\u3067\u3001\u4e88\u60f3\u306e23.6\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n
\u4e00\u65b9\u3067\u3001\u30eb\u30eb\u30ec\u30e2\u30f3\u306f\u5e74\u9593\u306eEPS\u4e88\u60f3\u309214.58\u30c9\u30eb\u304b\u308914.78\u30c9\u30eb\u306b\u4e0b\u65b9\u4fee\u6b63\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u5bfe\u3057\u3066\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u3089\u306f14.89\u30c9\u30eb\u3092\u4e88\u60f3\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n
\u30eb\u30eb\u30ec\u30e2\u30f3\u306e\u53ce\u76ca\u5831\u544a\u306f\u3001\u591a\u304f\u306e\u5c0f\u58f2\u696d\u8005\u304c\u5229\u76ca\u898b\u901a\u3057\u3092\u5f15\u304d\u4e0b\u3052\u308b\u4e2d\u3067\u767a\u8868\u3055\u308c\u307e\u3057\u305f\u3002\u4f8b\u3048\u3070\u3001\u30a2\u30d0\u30af\u30ed\u30f3\u30d3\u30fc\uff08Abercrombie & Fitch\uff09\u3084\u30e1\u30a4\u30b7\u30fc\u30ba\uff08Macy’s\uff09\u306f\u5229\u76ca\u898b\u901a\u3057\u3092\u524a\u6e1b\u3057\u3001\u30a2\u30e1\u30ea\u30ab\u30f3\u30fb\u30a4\u30fc\u30b0\u30eb\u30fb\u30a2\u30a6\u30c8\u30d5\u30a3\u30c3\u30bf\u30fc\u30ba\uff08American Eagle Outfitters\uff09\u306f\u5e74\u9593\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u5168\u9762\u7684\u306b\u64a4\u56de\u3057\u307e\u3057\u305f\u3002<\/p>\n
\u30a2\u30b9\u30ec\u30c1\u30c3\u30af\u30a6\u30a7\u30a2\u696d\u754c\u306e\u7af6\u5408\u3067\u306f\u3001\u30ae\u30e3\u30c3\u30d7\uff08Gap\uff09\u304c\u30bf\u30ea\u30d5\u306e\u5f71\u97ff\u30671\u5104\u30c9\u30eb\u304b\u30891.5\u5104\u30c9\u30eb\u306e\u640d\u5931\u3092\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30ca\u30a4\u30ad\uff08Nike\uff09\u306f\u3001\u51fa\u8377\u7269\u306e\u5e83\u7bc4\u56f2\u3067\u4fa1\u683c\u306e\u5f15\u304d\u4e0a\u3052\u3092\u958b\u59cb\u3059\u308b\u3068\u767a\u8868\u3057\u307e\u3057\u305f\u304c\u3001\u30bf\u30ea\u30d5\u304c\u305d\u306e\u7406\u7531\u3067\u3042\u308b\u304b\u3069\u3046\u304b\u306f\u660e\u8a00\u3057\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n
\u30eb\u30eb\u30ec\u30e2\u30f3\u306e\u7b2c1\u56db\u534a\u671f\u306e\u7d14\u5229\u76ca\u306f3.14\u5104\u30c9\u30eb\uff08EPS\u306f2.60\u30c9\u30eb\uff09\u3067\u3001\u524d\u5e74\u540c\u671f\u306e3.21\u5104\u30c9\u30eb\uff08EPS\u306f2.54\u30c9\u30eb\uff09\u304b\u3089\u6e1b\u5c11\u3057\u3066\u3044\u307e\u3059\u3002\u7b2c1\u56db\u534a\u671f\u306e\u53ce\u76ca\u306f23.7\u5104\u30c9\u30eb\u306b\u5897\u52a0\u3057\u30012023\u5e74\u5ea6\u540c\u6642\u671f\u306e22.1\u5104\u30c9\u30eb\u304b\u3089\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n
\u7b2c2\u56db\u534a\u671f\u306e\u53ce\u76ca\u898b\u901a\u3057\u306f25.4\u5104\u30c9\u30eb\u304b\u308925.6\u5104\u30c9\u30eb\u3068\u3055\u308c\u3001\u5e74\u95932025\u5e74\u5ea6\u53ce\u76ca\u898b\u901a\u3057\u306f111.5\u5104\u30c9\u30eb\u304b\u3089113\u5104\u30c9\u30eb\u3067\u5909\u308f\u308a\u307e\u305b\u3093\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u3089\u306f\u7b2c2\u56db\u534a\u671f\u306e\u53ce\u76ca\u309225.6\u5104\u30c9\u30eb\u3001\u5e74\u9593\u53ce\u76ca\u3092112.4\u5104\u30c9\u30eb\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u30a2\u30af\u30c6\u30a3\u30d6\u30a6\u30a7\u30a2\u4f01\u696d\u3068\u3057\u3066\u3001\u30eb\u30eb\u30ec\u30e2\u30f3\u306f2024\u5e74\u306e\u88fd\u54c1\u306e40%\u3092\u30d9\u30c8\u30ca\u30e0\u3067\u88fd\u9020\u3057\u3066\u304a\u308a\u3001\u30bf\u30ea\u30d5\u306b\u95a2\u3057\u3066\u306f\u4e2d\u56fd\u306b30%\u3001\u305d\u306e\u4ed6\u306e\u56fd\u306b10%\u306e\u8ffd\u52a0\u95a2\u7a0e\u3092\u8003\u616e\u306b\u5165\u308c\u3066\u898b\u901a\u3057\u3092\u7acb\u3066\u3066\u3044\u307e\u3059\u3002\u6bd4\u8f03\u53ef\u80fd\u306a\u58f2\u4e0a\u306f\u524d\u5e74\u6bd41%\u5897\u52a0\u3057\u307e\u3057\u305f\u304c\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u306e3%\u306e\u4e88\u60f3\u306b\u306f\u53ca\u3073\u307e\u305b\u3093\u3067\u3057\u305f\u3002 <\/p>\n
\u7c97\u5229\u76ca\u7387\u306f58.3%\u3067\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u306e57.7%\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u304c\u3001\u30d5\u30e9\u30f3\u30af\u6c0f\u306b\u3088\u308b\u3068\u3001\u5e74\u9593\u7c97\u5229\u76ca\u7387\u306f2024\u5e74\u6bd4\u3067\u7d04110\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\u306e\u6e1b\u5c11\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30bf\u30ea\u30d5\u306e\u5f71\u97ff\u304c\u4e3b\u306a\u8981\u56e0\u3068\u3055\u308c\u3066\u3044\u307e\u3059\u3002
\n\u30eb\u30eb\u30ec\u30e2\u30f3\u306e\u682a\u4fa1\u306f2024\u5e74\u3001\u5e74\u521d\u6765\u3067\u7d0413%\u306e\u4e0b\u843d\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
\u30eb\u30eb\u30ec\u30e2\u30f3\uff08Lululemon\uff09\u306f\u30012024\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u304c\u3001\u30de\u30af\u30ed\u74b0\u5883\u306e\u5f71\u97ff\u3067\u5e74\u9593\u53ce\u76ca\u306e\u898b\u901a\u3057\u3092\u5f15\u304d\u4e0b\u3052\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3057\u305f\u3002CEO\u306e\u30ab\u30eb\u30d3\u30f3\u30fb\u30de\u30af\u30c9\u30ca\u30eb\u30c9\uff08Calvin McDonald\uff09\u306f\u3001\u7c73\u56fd\u306e\u6d88\u8cbb\u8005\u306e\u8cfc\u8cb7\u610f\u6b32\u304c\u614e\u91cd\u3067\u3042\u308b\u3053\u3068\u3092\u5f37\u8abf\u3057\u307e\u3057\u305f\u3002<\/p>\n","protected":false},"author":1,"featured_media":793242,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-793239","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja"},"raw_content":"
\u30eb\u30eb\u30ec\u30e2\u30f3\uff08Lululemon\uff09\u306f\u30012024\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u306e\u53ce\u76ca\u304c\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f\u3082\u306e\u306e\u3001\u30c0\u30a4\u30ca\u30df\u30c3\u30af\u306a\u30de\u30af\u30ed\u74b0\u5883\u3092\u7406\u7531\u306b\u5e74\u9593\u53ce\u76ca\u306e\u898b\u901a\u3057\u3092\u5f15\u304d\u4e0b\u3052\u307e\u3057\u305f\u3002CEO\u306e\u30ab\u30eb\u30d3\u30f3\u30fb\u30de\u30af\u30c9\u30ca\u30eb\u30c9\uff08Calvin McDonald\uff09\u306f\u3001\u30bf\u30ea\u30d5\uff08\u95a2\u7a0e\uff09\u3084\u7c73\u56fd\u7d4c\u6e08\u306e\u6e1b\u901f\u61f8\u5ff5\u306b\u76f4\u9762\u3059\u308b\u4e2d\u3067\u3001\u5f37\u529b\u306a\u8ca1\u52d9\u57fa\u76e4\u3068\u7af6\u4e89\u512a\u4f4d\u6027\u3092\u6d3b\u7528\u3057\u3066\u5e02\u5834\u306b\u51fa\u3066\u884c\u304f\u610f\u5411\u3092\u8868\u660e\u3057\u307e\u3057\u305f\u3002<\/p>\n
\u7c73\u56fd\u3067\u306e\u6210\u9577\u306b\u4e0d\u6e80\u3092\u8ff0\u3079\u305f\u30de\u30af\u30c9\u30ca\u30eb\u30c9\u6c0f\u306f\u3001\u7c73\u56fd\u306e\u6d88\u8cbb\u8005\u304c\u614e\u91cd\u3067\u610f\u56f3\u7684\u306a\u8cfc\u8cb7\u6c7a\u5b9a\u3092\u884c\u3063\u3066\u3044\u308b\u3068\u6307\u6458\u3057\u307e\u3057\u305f\u3002CFO\u306e\u30e1\u30fc\u30ac\u30f3\u30fb\u30d5\u30e9\u30f3\u30af\uff08Meghan Frank\uff09\u6c0f\u306f\u3001\u5546\u54c1\u3054\u3068\u306b\u6226\u7565\u7684\u306a\u4fa1\u683c\u4e0a\u6607\u3092\u8a08\u753b\u3057\u3066\u304a\u308a\u3001\u30bf\u30ea\u30d5\u306e\u5f71\u97ff\u3092\u7de9\u548c\u3059\u308b\u305f\u3081\u306e\u53d6\u308a\u7d44\u307f\u304c\u9032\u3081\u3089\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u5f37\u8abf\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u3089\u306e\u4fa1\u683c\u4e0a\u6607\u306f\u7dd2{\u7b2c2\u56db\u534a\u671f\u306e\u5f8c\u534a\u304b\u3089\u7b2c3\u56db\u534a\u671f\u306b\u304b\u3051\u3066\u5b9f\u65bd\u3055\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n
\u5177\u4f53\u7684\u306a\u7b2c1\u56db\u534a\u671f\u306e\u696d\u7e3e\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002
\n– \u4e00\u682a\u5f53\u305f\u308a\u5229\u76ca\uff08EPS\uff09\u306f2.60\u30c9\u30eb\u3067\u3001\u4e88\u60f3\u306e2.58\u30c9\u30eb\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002
\n– \u53ce\u76ca\u306f23.7\u5104\u30c9\u30eb\u3067\u3001\u4e88\u60f3\u306e23.6\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n
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