异动解读 | Gap夜盘暴跌16%,因财报不及预期并下调全年销售指引

异动解读
May 29

Gap公司(股票代码:GAP)今日夜盘股价大幅下跌16.00%,引发了市场的高度关注。

此次股价大幅下挫的主要原因是公司发布了最新季度财报,业绩表现不及市场预期,并下调了全年销售增长指引。根据财报显示,Gap将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35亿美元的营收也略低于市场预期的35.2亿美元。公司旗下最大品牌Old Navy的销售增长显著放缓,其同店销售额仅增长1%,表现远不及分析师预期的3%,尤其是女装季节性品类(如连衣裙)表现疲软,拖累了整体业绩。

此外,运动服饰品牌Athleta的销售额继续下滑,同店销售额下降11%,延续了销售下滑的趋势。公司首席执行官理查德·迪克森在财报电话会议中承认,季节性女装业务的表现持续低于预期,且这种疲软态势已延续至当前季度。尽管公司因预计获得关税减免而上调了全年利润预期,但市场焦点仍集中在疲软的销售前景上。在宏观经济不确定性加剧、美国消费者缩减非必需品支出的背景下,这些因素共同导致了投资者抛售股票,使得Gap股价在夜盘时段承受重压。

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