周一盘中，安德玛公司（Under Armour）C类股（UA）股价大跌5.01%，引发市场关注。此次股价下跌主要源于公司近期发布的财报及未来业绩预期不及市场预期。
据悉，安德玛于8月8日公布了2026财年第一季度业绩报告。数据显示，公司第一季度营收同比下降4%至11亿美元，净亏损为300万美元。更令投资者担忧的是，安德玛预计2026财年第二季度营收将同比下降6%至7%，毛利率预计同比下降340至360个基点，这一前景远低于分析师此前的预期。
值得注意的是，安德玛的业绩下滑并非个案。受美国贸易政策持续不确定性和宏观经济环境影响，美国消费者在非必需品支出上变得更加谨慎。多家北美鞋服品牌正面临需求疲软的困境，店铺客流量下降，消费意愿受到抑制。这一趋势或将继续给安德玛等运动服饰品牌带来压力，投资者对公司短期内扭转业绩下滑趋势的能力持谨慎态度。
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