威富集团有望受益于Vans品牌企稳——市场快评

投资观察
Apr 14

经历Vans品牌的艰难时期后,Seaport分析师米奇·库梅茨认为该品牌可能已迎来转机。在一份研究报告中,这位分析师将Vans母公司威富集团的评级从中性上调至买入,目标股价设定为24美元。他指出:"过去四年间,Vans销售额近乎腰斩。"但库梅茨相信Vans已触底反弹,尤其在需求端表现明显。

库梅茨表示,威富集团旗下其他品牌——北面与添柏岚的发展前景同样持续向好,这主要得益于"我们推测其秋季订单状况健康"。他补充说明,虽然集团重心仍聚焦三大核心品牌,但专业跑鞋品牌Altra依旧具备"类似看涨期权的增长潜力"。目前威富集团盘前交易中涨幅达3.6%。

(本文完)

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