异动解读 | Boot Barn股价盘中大涨19%,第四季度业绩及股票回购计划提振信心

异动解读
May 16

周四盘中,鞋类和服装零售商Boot Barn Holdings Inc.(股票代码:BOOT)股价大涨19%,引发市场广泛关注。这一显著涨幅主要受到该公司发布的第四季度财报以及宣布的2亿美元股票回购计划的推动。

根据公司发布的消息,Boot Barn预测2026财年每股收益将在5.50美元至6.40美元之间,高于分析师此前预期的6.19美元。此外,公司还公布了2025财年同店销售额增长5.5%的亮眼数据,显示其业务增长势头强劲。

值得注意的是,多家券商对Boot Barn的表现给予了积极评价。美国银行上调了对该公司的预期收益率,认为其销售趋势改善和关税减免战略好于预期。尽管摩根大通小幅下调了目标价,但仍保持"增持"评级。分析师们普遍认为,公司管理层选择不提高独家品牌的价格以应对预计800万美元的关税逆风,这一策略可能会带来"超大的市场份额增长"。目前,15位分析师中有14位给予该股"买入"或更高评级,显示出对公司前景的普遍看好。

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