服装零售商Gap, Inc.今日夜盘股价大跌6.69%，引发了市场广泛关注。
消息面上，公司发布的年度调整后利润预期大幅低于华尔街分析师的平均预估。Gap预计2026财年调整后每股收益约为2.20美元至2.35美元，低于分析师预期的2.32美元。公司指出，美国进口关税将对其第一季度毛利率造成约200个基点的负面影响，这对服装生产商的利润率构成了显著压力。此外，消费者，尤其是低收入家庭，在非必要消费支出上变得更加挑剔，导致公司假日季度的同店销售额增长略低于预期。
根据公司年报，Gap约46%的产品来自越南和印尼等东南亚国家，这些地区去年已受到关税冲击。关税问题不仅影响了Gap，其同行如American Eagle和Abercrombie & Fitch等也面临类似压力。尽管公司预测新财年净销售额将实现增长，但利润预期的下调直接导致了股价在夜盘交易时段的重挫。
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