服装零售巨头PVH Corp（Calvin Klein和Tommy Hilfiger的母公司）今日盘前股价大跌7.82%，引发市场广泛关注。尽管公司公布的第一财季业绩超出预期，但大幅下调全年盈利预期成为股价下跌的主要原因。
PVH第一财季调整后每股收益达2.30美元，高于分析师预期的2.23美元；营收同比增长2%至19.8亿美元，同样超出市场预期。然而，公司将2026财年每股收益预期大幅下调至10.75至11.00美元，远低于此前预期的12.40至12.75美元，也低于分析师一致预期的12.51美元。公司表示，下调预期是因为消费者信心和宏观经济环境的不确定性增加。
面对挑战，PVH集团首席财务官Zac Coughlin表示，公司正在采取"积极措施"以改善下半年表现，包括加大市场营销投入及推进成本节约措施。此外，公司在4月启动了5亿美元的加速回购协议，但预计2025年将不再进行额外的股票回购。尽管如此，这些措施似乎未能缓解投资者对公司未来业绩的担忧，导致股价大幅下跌。
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