近期油价的下跌，预计将为服装和鞋类企业带来一份未在业绩预期中体现的利好。Baird的分析师在报告中指出，考虑到西德克萨斯中质原油（WTI）在四月底五月初时价格还徘徊在每桶95至110美元区间，当前油价已远低于多数企业制定指引时所依据的水平。分析师乔纳森·康普和亚历山大·康威认为，如此显著的油价下滑通常会提振消费者信心。
结合近期相关公司普遍指出的、消费者需求依然坚韧健康，且全价销售趋势稳固，这一积极因素应会为服装和鞋类板块的股价提供上行动力。分析师们表示：“我们预见消费者情绪和行业估值存在进一步提升的潜力。”他们特别指出，
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