童装巨头卡特公司（CRI）今日盘中股价大幅下跌15.81%，引发了市场的广泛关注。
消息面上，卡特公司近日发布了2026财年及第一季度的业绩指引，但其中明确表示未考虑美国最高法院最新关税裁决可能带来的潜在财务影响。由于该公司大量产品依赖海外生产，任何关税政策的调整都可能直接影响其成本结构、毛利率和定价策略，为未来业绩带来不确定性。
分析人士指出，这一信息披露引发了投资者对该公司未来盈利能力的担忧，导致股价在盘中交易时段承压大幅下挫。公司表示正在评估该裁决对供应链成本的具体影响，并将在获得更明确信息后更新财务指引。
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