异动解读 | 财报亮眼且大幅上调全年指引,Tapestry Inc.盘中大涨5.47%

异动解读
May 08

泰佩思琦集团(Tapestry Inc.,NYSE: TPR)股价今日盘中大幅上涨5.47%,引起了市场的高度关注。

消息面上,公司发布了远超市场预期的2026财年第三季度财报。报告显示,该季度销售额达到19亿美元,同比增长21%,每股收益更是大幅增长74%。公司同时大幅上调了全年业绩指引,预计全年销售额将逼近80亿美元,每股盈利冲刺6.95美元,同比增幅超过35%,远高于此前预期。核心品牌Coach实现了“量价齐升”,手袋销量同比增长超20%,平均单价也录得增长。尤其在中国市场,销售额按备考恒定汇率计算狂飙55%,表现极为突出。此外,公司本季度在全球吸引了超过240万新顾客,其中超三分之一为Z世代,显示出强大的品牌吸引力。北美、欧洲等全球主要市场均实现约20%的增长,直销与数字业务增长强劲。

尽管面临关税等成本压力,公司预计全年营业利润率将显著提升,并宣布2026财年股东总回报预计将达到16亿美元,展现了强劲的现金流实力和对未来发展的信心。这份强劲的财报是推动其股价在盘中显著走高的直接原因。

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