异动解读 | Gap盘中大跌17.18%,因下调年度销售预期且财报不及预期

异动解读
May 29

服装零售商Gap, Inc(股票代码:GAP)今日盘中股价大幅下跌17.18%,引起了市场的广泛关注。

消息面上,此次股价下挫主要源于公司发布了疲软的业绩指引。Gap在最新季度财报中下调了2026财年的销售额增长预期,从原先的2%至3%下调至1%至2%。同时,其第一季度营收为35亿美元,略低于市场预期的35.2亿美元。公司旗下最大品牌Old Navy的销售增长显著放缓,同店销售额仅增长1%,远不及分析师预期,尤其是女装季节性品类表现疲软。此外,运动品牌Athleta的销售额也延续了下滑趋势。

分析指出,这反映了美国消费者在预算紧张和宏观经济不确定性下,正缩减非必需品支出,导致服装零售需求疲软。财报发布后,多家华尔街券商下调了Gap的目标股价,进一步加剧了市场的抛售情绪。

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