吉登运动服预计汉佰集团整合提速,但近期产能仍显紧张——市场快讯

投资观察
Feb 26

吉登运动服首席执行官格伦·查曼迪透露,公司对汉佰集团的整合进程快于原定计划,双方在规模与运营能力的融合上已取得初步成效。然而,他在分析师电话会议上指出,短期内制造产能依然紧张,公司需通过削减客户库存来稳定供应链体系。查曼迪表示,生产优化预计将在2026年全年持续推进,为合并后的业务在2027年实现更强劲增长奠定基础。他进一步强调,整合工作已推动供应链效率提升,公司目前预计协同效应收益将达2.5亿美元,较原定的2亿美元目标有所上调。

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