异动解读 | PVH集团夜盘大跌7.75%,全年盈利预期大幅下调抵消强劲季度业绩

异动解读
Jun 05

服装零售巨头PVH集团(PVH Corp)股价在夜盘交易中大跌7.75%,尽管公司公布了超出预期的第一财季业绩,但大幅下调全年盈利预期引发投资者担忧。

PVH集团第一财季调整后每股收益达2.30美元,高于分析师预期的2.23美元;营收同比增长2%至19.8亿美元,同样超出市场预期。然而,公司将2026财年每股收益预期大幅下调至10.75至11.00美元,远低于此前预期的12.40至12.75美元,也低于分析师一致预期的12.51美元。公司表示,下调预期是因为消费者信心和宏观经济环境的不确定性增加。

面对挑战,PVH集团首席财务官Zac Coughlin表示,公司正在采取"积极措施"以改善下半年表现,包括加大市场营销投入及推进成本节约措施。此外,公司在4月启动了5亿美元的加速回购协议,但预计2025年将不再进行额外的股票回购。尽管如此,这些措施似乎未能缓解投资者对公司未来业绩的担忧,导致股价大幅下跌。

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