美泰公司（Mattel）股价在周三盘前大幅下跌5.95%，引发投资者关注。这一跌幅主要源于公司最新发布的第三季度财报未能达到分析师预期。
根据财报显示，美泰第三季度净销售额为17.4亿美元，低于分析师平均预期的18.3亿美元。调整后每股收益为89美分，同样远低于预期的1.07美元。公司最大市场北美地区的销售额同比下降约11.7%，反映出该地区玩具零售需求持续疲软。此外，由于通胀和关税成本的影响，公司第三季度调整后毛利率从去年同期的53.1%下降到50.2%。
尽管面临这些挑战，美泰仍然维持其全年业绩展望不变，并预计随着零售商在假日需求来临前补货，第四季度业绩将强劲增长。值得注意的是，公司还宣布与Netflix达成授权协议，从2026年开始在全球范围内推出主题商品，这可能为未来带来新的增长机会。然而，短期内投资者似乎更关注当前业绩不佳的状况，导致股价大幅下跌。
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