假日销售季报公布后 服装零售商股价盘前普跌

美股速递
Jan 12

假日季销售数据相继出炉,引发服装零售板块盘前震荡。行业竞争对手爱芬奇美鹰服饰最新公布的节日业绩未能提振市场信心,反而加剧投资者对消费疲软的担忧。

受此影响,包括Gap, Inc安德玛公司A类股威富集团在内的多家服装零售商股价在盘前交易中集体下挫。市场正在重新评估零售企业在高通胀环境下的盈利韧性,尤其关注冬季促销季的毛利率表现。

分析指出,两家头部企业的销售数据可能预示着行业整体面临库存压力和折扣战风险。当前消费者更倾向于选择必需品消费,时尚服饰类别的可支配支出明显收缩。这种结构性变化迫使零售商加速调整产品策略与库存水平。

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