周二盘中，威富集团（VFC）股价大跌5.01%，投资者对公司最新财报表现反应消极。
根据威富集团近日发布的2026财年第一季度业绩报告，公司总营收为18亿美元，与去年同期基本持平。虽然营业亏损收窄至5600万美元，好于预期的1.1亿至1.25亿美元亏损，但公司旗下核心品牌Vans的业绩仍然令人失望。Vans品牌第一季度营收为4.98亿美元，同比下滑15%，显示其转型效果仍未显现。
值得注意的是，威富集团自2023年10月开始实施重塑计划已近两年，但目前看来，该计划尚未能扭转公司的整体亏损状况。尽管北面（The North Face）品牌表现相对积极，第一季度同比增长5%至5.57亿美元，但单一品牌的增长难以支撑整个集团的业绩。市场对威富集团持续亏损和Vans品牌长期低迷表现的担忧，可能是导致股价大跌的主要原因。
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