异动解读 | 德克斯户外股价盘中大跌13.88%,年度销售预期不及预期

异动解读
Oct 24, 2025

德克斯户外公司(Deckers Outdoor Corporation,股票代码:DECK)周五盘中大跌13.88%,主要受该公司发布的2026财年销售预测低于华尔街分析师预期影响。

根据公司最新财务预测,德克斯户外预计2026财年全年销售额约为53.5亿美元,低于分析师普遍预期的54.5亿美元。这家Hoka运动鞋和UGG靴子制造商正感受到关税和经济不确定性带来的压力,这些因素影响了美国消费者的自由支配支出。公司预计,由于美国国内将感受到关税和价格上涨的影响,消费者可能会变得更加谨慎。

尽管面临挑战,德克斯户外第二季度的表现仍好于预期。公司报告销售额为14.3亿美元,高于预期的14.2亿美元,每股收益为1.82美元,超过预期的1.58美元。然而,国内净销售额同比下降1.7%,而去年同期增长14.2%。分析师指出,UGG品牌的业绩和前景令人失望,引发了对其发展的担忧。为应对关税压力,德克斯户外已采取选择性提价措施,并计划通过与工厂合作伙伴分担成本来缓解部分影响。

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