异动解读 | 财报亮眼叠加成本节约计划,卡骆驰盘前大涨13.25%

异动解读
Feb 12

卡骆驰(CROX)今日盘前股价大幅上涨13.25%,引发了市场的高度关注。

消息面上,公司刚刚公布了2025财年第四季度及全年强劲的财务业绩,并在主力产品洞洞鞋需求推动下,第四季度营收同比增长9.3%,全年总营收突破50亿美元。同时,公司发布了积极的2026财年业绩指引,预计第一季度营收将实现中个位数增长,并设定了54至56亿美元的全年营收目标。此外,旗下高端品牌HEYDUDE转型成效显著,毛利率获得提升。

另一方面,公司宣布已锁定并开始实施一项旨在2026年节省1亿美元成本的计划,该计划涉及供应链、生产数字化及行政开支优化等多个环节,预计将有效提升运营效率和利润率。强劲的财务表现、乐观的未来展望与明确的成本优化战略共同提振了投资者信心,推动了股价在盘前交易时段显著上扬。

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