童装巨头卡特公司近日发布业绩指引，但其中并未包含美国最高法院最新关税裁决可能带来的潜在财务影响。
该公司在最新展望中维持对2026财年及第一季度业绩的预测，但特别说明这些预测尚未反映近期司法裁决对关税政策的潜在改变。分析人士指出，最高法院关于关税案件的判决可能对进口密集型企业的成本结构产生深远影响。
由于卡特公司大量产品依赖海外生产，任何关税政策的调整都可能直接影响其毛利率和定价策略。目前公司正在评估该裁决对供应链成本的具体影响，并表示将在获得更明确信息后更新财务指引。
市场观察人士认为，这一不确定性因素可能为卡特公司未来业绩带来变数，投资者需密切关注后续进展。
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