美国服装零售巨头Gap, Inc（GAP）在夜盘交易中股价大跌17.35%，引发市场广泛关注。这一显著下跌主要源于公司在第一季度财报电话会议上公布的关税影响预期，引发投资者对其未来盈利能力的担忧。
Gap公布的第一季度财报显示，公司业绩超出市场预期。营收同比增长2.2%达到34.6亿美元，调整后每股收益为51美分，均高于分析师预期。然而，公司预计2025财年关税带来的增量成本约为2.5亿至3亿美元，尽管表示已制定策略减轻其中一半以上的成本，但这仍可能对公司的盈利能力造成重大影响。
为应对潜在的关税影响，Gap首席执行官理查德·迪克森表示，公司计划从美国购买更多棉花，并继续使其供应链多样化。迪克森强调，根据目前了解的情况，公司预计不会有实质性的价格上涨，也不会对消费者产生影响。然而，市场对这一前景似乎并不乐观，导致Gap股价在财报发布后出现大幅下跌。
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