Michael Kors与Jimmy Choo的母公司Capri Holdings近日表示，亚洲港口的严重拥堵正拖慢库存向门店的配送节奏。为应对这一挑战，Capri Holdings已决定转向使用空运来加速货物送达。然而，公司高管在周三与分析师的电话会议中坦言，即便采取此措施，本季度的销售额仍将不可避免地受到干扰。受此延误以及中东地区冲突的影响，该公司已大幅调降了全年营收预期。
在截至6月27日的季度中，Capri的总营收下降了3.5%，至7.69亿美元，其中Michael Kors品牌的表现尤为疲软。为扭转该品牌的颓势，公司正努力收缩分销渠道并减少折扣力度。然而，港口拥堵带来的物流瓶颈，无疑给这一转型计划增添了新的变数。空运虽能缓解燃眉之急，但其高昂的成本与有限的运力，仍考验着管理层的应变能力。市场正密切关注，这家时尚巨头能否在动荡的供应链中稳住阵脚，并推动品牌的持续复苏。
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