卡骆驰公司近日披露了2025财年第四季度及全年财务报告，同时公布了2026财年第一季度及全年的业绩指引。最新财报显示，该品牌在主力产品洞洞鞋的强劲需求推动下，第四季度营收同比增长9.3%至11.2亿美元，全年总营收突破50亿美元大关。首席执行官安德鲁·里斯在财报电话会议中透露，2026年将加速数字化渠道布局，计划在全球新增200家智慧零售门店。
值得注意的是，公司旗下高端品牌HEYDUDE的转型战略初见成效，第四季度该品牌毛利率环比提升4.2个百分点。对于2026年第一季度，管理层预计营收将实现中个位数增长，全年营收目标设定为54-56亿美元区间。随着可持续材料研发投入加大，公司计划在2026年末实现经典款洞洞鞋50%可再生材料使用率的目标。
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