异动解读 | 拉夫劳伦盘中大跌5.20%,对下半年经营环境持谨慎态度

异动解读
Aug 07

美国奢侈品牌拉夫劳伦(Ralph Lauren)今日盘中大跌5.20%,引发市场关注。

尽管公司一季度业绩表现亮眼,但管理层对未来半年的展望趋于谨慎。拉夫劳伦一季度可比销售额(剔除汇率影响)增长13%,超出预期的9.61%;净收入为17.2亿美元,高于预期的16.5亿美元;调整后每股收益3.77美元,同样超出3.49美元的预期。

然而,公司高管表示,考虑到整个北美市场可能面临的宏观经济压力,对2026财年维持谨慎的前景展望。此外,拉夫劳伦还提到,其预测考虑了通胀压力、关税和全球供应链中断等因素。这种对未来的谨慎态度似乎引发了投资者的担忧,导致股价大幅下跌。

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