异动解读 | 季度业绩超预期,威富集团盘前大涨6.80%

异动解读
Oct 28

威富集团(VF Corp,股票代码:VFC)今日盘前股价大涨6.80%,引发市场关注。这一涨幅主要受到公司第二季度财报超出市场预期的影响。

根据公司最新发布的财报,威富集团第二季度实现营收28.0亿美元,超过分析师预期的27.4亿美元。同时,调整后每股收益达到52美分,远高于华尔街预期的43美分。这一亮眼业绩主要得益于公司鞋类、箱包和生活方式服装的强劲需求,尽管当前面临关税压力和经济不确定性。

值得注意的是,威富集团旗下品牌表现不一。North Face品牌收入增长6%,Timberland更是激增7%。然而,Vans品牌销售额同比下降9%,虽然降幅较上一季度的14%有所收窄。此外,公司预计第三季度销售额将同比下降1%至3%,显示出未来经营环境仍存在挑战。面对关税带来的压力,公司正采取多项措施应对,包括提高产量和发货量、与供应商合作管理成本,以及考虑采取定价策略来抵消影响。

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