威富集团（VFC）今日盘中股价大跌5.10%，主要原因是公司最新发布的财报显示业绩表现不及预期。根据公司发布的2025财年第四季度及全年业绩报告，第四季度集团收入同比下跌5%至21.4亿美元，按固定汇率计算下跌3%，全年收入则下降4%。
从品牌表现来看，威富集团旗下各品牌业绩分化明显。其中，The North Face品牌表现相对稳定，第四季度收入小幅增长2%。然而，Vans和Dickies品牌表现欠佳，第四季度收入分别大幅下滑22%和14%，其中Vans品牌的业绩下滑尤为严重。
威富集团首席执行官Bracken Darrell表示，Vans品牌在第四季度销售额下降中，近25%是由中国门店数量的减少和渠道库存的减少造成的。他强调公司正在采取必要的措施，为品牌的长期增长奠定市场基础。然而，这些调整措施短期内可能会继续影响公司业绩，市场对此反应消极，导致股价出现明显下跌。
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