Tapestry Inc. (TPR) 今日盘中股价大幅下挫11.56%，引起了市场的广泛关注。
消息面上，尽管公司因Tabby手袋需求强劲而上调了年度销售额及利润预期，但投资者对部分业务前景的担忧主导了市场情绪。公司高管在电话会议中透露，旗下轻奢品牌Kate Spade在第四季度的营收可能面临高个位数的同比下滑，而核心品牌Coach预计仅实现低双位数增长。晨星分析师指出，营销支出的增加给利润率带来了压力，令投资者感到失望。此外，公司自2025财年以来已缴纳约1.15亿美元与《国际紧急经济权力法》（IEEPA）相关的关税，且未在财务报表中确认任何潜在关税退税的应收款项，这反映了额外的成本压力和谨慎的财务立场。
尽管公司表示中东冲突未对其运营产生重大影响，并正在密切关注其对消费者信心的潜在影响，但在奢侈品行业整体因地域冲突而需求疲软的背景下，上述关于品牌增长放缓和成本上升的因素共同导致了股价的显著下跌。
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