尽管Gap, Inc因第四季度每股收益未达华尔街预期，加之旗下苦苦挣扎的Athleta品牌销售疲软而股价下挫，但Jefferies分析师指出，该公司进军美妆领域的举措有望提振其营收和利润。分析师在一份报告中表示，Gap在Old Navy门店进行的美妆试点项目已取得令人鼓舞的早期成果，管理层注意到顾客参与度和客单价均有所提升。此外，据分析师透露，该公司还计划于2026年重新推出香水产品。
不过，分析师也预计，尽管美妆业务长期来看将助力业绩改善，但Athleta品牌面临的阻力仍将持续。目前，Gap, Inc股价下跌13%。
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