美东时间下午2点14分——投资者正为盖璞旗下最大品牌Old Navy的业绩趋势好于预期而欢欣鼓舞。TD Cowen在研报中指出，这家母公司最新季度财报出炉前，市场情绪曾一度跌至冰点。
分析师Jonna Kim和Oliver Chen表示，此前投资者对Old Navy下半年持续疲软的担忧日益加剧，悲观情绪不断蔓延。然而，这些担忧并未成为现实——管理层下调业绩指引的幅度小于市场预期，且8月份经营趋势已出现改善迹象，这无疑给市场注入了一剂强心针。
分析师们进一步指出，Old Navy有望在下半年凭借新任领导层的推动、产品与定价策略的优化，以及更加精准的营销举措而获得业绩提振。尽管如此，盖璞股价能否进一步上行，很大程度上仍将取决于Old Navy能否在客流量和同店销售额方面展现出持续改善的势头。
盖璞股价应声大涨13%。
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