异动解读 | Gap盘前大跌15.56%,因财报不及预期且下调全年销售指引

异动解读
May 29

Gap公司(股票代码:GAP)今日盘前股价大幅下跌15.56%,引发了市场的高度关注。

此次股价大幅下挫的主要原因是公司发布了最新季度财报,业绩表现不及市场预期,并下调了全年销售增长指引。根据财报显示,Gap第一季度营收为35亿美元,低于市场预期的35.2亿美元。同时,公司将2026财年的销售额增长预期从原先的2%至3%下调至1%至2%。公司旗下最大品牌Old Navy的销售增长显著放缓,其同店销售额仅增长1%,表现远不及分析师预期的3%,尤其是女装季节性品类(如连衣裙)表现疲软,拖累了整体业绩。此外,运动服饰品牌Athleta的销售额继续下滑,延续了销售下滑的趋势。

在宏观经济不确定性加剧、美国消费者缩减非必需品支出的背景下,市场对服装零售需求感到担忧。此外,华尔街分析师也下调了Gap的目标股价,进一步加剧了市场的抛售情绪。这些因素共同导致了投资者在盘前交易时段大量抛售股票。

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