Lululemon lowers guidance due to competition and tariffs, Urban Outfitters sees record sales.

From Nasdaq: 2025-06-30 12:14:00

1. Earnings season defied expectations, with many S&P 500 companies showing resilience despite economic concerns. Market indices hit all-time highs, but not all sectors benefited equally.
2. Lululemon (NASDAQ: LULU) alarmed investors by cutting EPS estimates and lowering guidance for the rest of 2025. Tariffs and competition may be affecting the high-end athletic apparel industry.
3. Amer Sports (NYSE: AS) outperformed with 28% YOY growth in technical apparel and 25% growth in footwear. EPS tripled, revenue exceeded expectations, and EPS guidance was raised.
4. Urban Outfitters (NASDAQ: URBN) manages tariffs better than Lululemon, with only a 20-basis-point margin decrease expected. Sales hit a record high, leading to stock upgrades.
5. On Holdings (NYSE: ONON) innovates with CloudTec cushioning and LightSpray manufacturing. The company beat revenue projections, raised guidance, and presents a potential opportunity for investors.

Read more at Nasdaq:: Lululemon Slips as Rivals Rally: 3 Stocks to Watch