牛津工业库存因关税相关削减而受挫 -- 市场动态

投资观察
Dec 12, 2025

1321 ET - 尽管关税自此以来已下降,牛津工业的库存仍在恢复高中国关税时期的影响,首席执行官托马斯·查布对分析师表示。在春季时,牛津的品牌如Tommy Bahama和Lilly Pulitzer为当前的冬季假日季节进行了大量备货。当时,“关税环境非常不确定,某些中国产品类别的关税可能会大幅上升,”查布说道。这些品牌减少了从中国购买的库存,包括毛衣和寒冷天气产品。库存的减少成为一个阻力,查布指出,毛衣在之前的第四季度销售中扮演了重要角色。牛津工业股价暴跌20%。

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