8月8日周五盘中，运动服装制造商安德玛（Under Armour）A类股（UAA）股价出现大幅下跌，跌幅高达21.91%，引发市场广泛关注。
这一暴跌主要源于公司发布的令人失望的财务预期。安德玛预计第二季度营收将下降6%至7%，远低于分析师平均预期的2.9%降幅。此外，公司警告称，由于关税相关成本增加，2026财年将面临1亿美元的额外支出。安德玛还预计第二季度毛利率将下降340至360个基点，主要受到预期关税影响带来的供应链压力。
安德玛目前正面临多重挑战。北美市场需求持续疲软，加上贸易政策的不确定性和更广泛的宏观经济环境因素，都对公司业绩造成压力。花旗银行分析师指出，疲软的第二季度业绩指引凸显了安德玛在北美市场品牌定位的薄弱，零售商可能会优先考虑强势品牌而牺牲市场中的弱势品牌。
值得注意的是，安德玛第一季度调整后每股收益为2美分，低于分析师预期的3美分。随着公司努力应对当前的挑战，投资者将密切关注安德玛能否在未来几个季度扭转业绩下滑趋势。
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