8月26日,Bath & Body Works盘中下跌8.22%,报17.595美元/股,成交额1.43亿美元。公司于当日盘前发布第二季度财报,此前瑞银在8月19日的报告中已预警,公司7月以来基本面销售趋势承压,美国门店Q2同店销售预计中个位数下滑,Q3至今更呈双位数下滑态势。瑞银预计公司将维持全年调整后每股收益2.40至2.65美元的指引,但市场情绪已明显转弱。此外,高盛7月将其评级下调至卖出并将目标价降至19美元,进一步压制市场信心。
行业层面,专卖店板块整体疲弱,迪克体育用品当日重挫29.64%,Academy Sports下跌5.96%,板块抛压显著。在多重利空共振下,Bath & Body Works短期承压明显。
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