异动解读 | 加拿大鹅盘中大涨5.11%,Q1财报超预期,中国市场表现亮眼

异动解读
Aug 01, 2025

8月1日周五盘中,加拿大鹅(GOOS)股价大涨5.11%,引发市场关注。此轮涨势主要受该公司发布的2026财年第一季度财报超预期影响。

财报显示,加拿大鹅2026财年第一季度全球营收同比劲增22.4%至1.078亿加元,大幅超出市场预期。其中,大中华区表现尤为亮眼,营收同比增长18.7%至2600万加元。公司直营(DTC)渠道营收同比增长23.8%,可比销售额增长14.8%,连续七个月实现正增长。

加拿大鹅董事长兼首席执行官Dani Reiss表示:"我们开局强劲,品牌热度持续攀升,直营渠道表现亮眼。从大胆的品牌叙事到更明智的零售策略,我们精准执行各项计划,成效已显。"这份亮眼的财报无疑增强了投资者对加拿大鹅未来增长前景的信心,推动股价上涨。

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