知名户外鞋服品牌Deckers Outdoor Corporation(股票代码:DECK)今日盘中股价大跌23.1%,创下近期最大单日跌幅。此次暴跌主要源于公司取消年度财务指引并下调第一季度销售预期,以及市场对关税问题的担忧加剧。
根据公司最新声明,由于关税相关的宏观经济不确定性增加,Deckers Outdoor决定不再提供2025财年的年度目标。同时,公司预计第一季度净销售额将在8.9亿美元至9.1亿美元之间,低于分析师此前9.259亿美元的预期。这一消息引发了投资者对公司未来盈利能力的担忧,导致股价大幅下挫。
值得注意的是,前美国总统特朗普近期提议对欧盟征收50%的关税,进一步加剧了市场对贸易政策的担忧。作为一家在全球范围内经营的公司,Deckers Outdoor的业务可能受到潜在关税政策变化的显著影响。分析师指出,公司约20%的产品来自中国,这使得Deckers特别容易受到中美贸易关系变化的影响。在此背景下,多家券商纷纷下调了对Deckers Outdoor的目标价,其中Keybanc将公司评级从"增持"下调至"行业权重"。截至今日,DECK股价年内累计跌幅已超过50%。
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