渠道核查为吉登运动服正名,反驳空头指控——市场观察

投资观察
Jun 17

TD Cowen分析师布莱恩·莫里森指出,吉登运动服的销售操作可能并不像某家做空机构所宣称的那样问题重重。他在一份报告中写道:“根据我们对S&S及行业渠道的核查,关于其最大客户S&S存在渠道压货的指控是不准确的。更重要的是,我们的S&S联系人表示,目前吉登的库存水平与其预测的增长率相符。至于2025年应收账款从2024年的3.74亿美元增至6.40亿美元,部分原因与销售时点有关,但更主要的是产品组合变化所致,因为高单价产品的收入正在快速增长。”

此前,做空机构Jehoshaphat Research批评了吉登运动服的财务报告指标和分销商库存水平,导致该公司股价在周二暴跌了19%。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10