TD Cowen分析师布莱恩·莫里森指出，吉登运动服最新发布的第二季度业绩报告，有望对近期做空报告引发的市场担忧“做出有力回应”。此前，一份做空报告对吉登运动服不断攀升的应收账款周转天数提出了警示，该指标衡量公司从销售到收回款项所需的时间。
莫里森在一份报告中分析称，这一增长并非源于信用风险升高，而是由行业整合以及“产品结构向更高平均零售单价商品转移，从而导致信用期限延长”所驱动。他进一步强调，吉登运动服凭借其成本优势，正通过抢占市场份额实现超越同行的表现；同时，市场趋势也在向注重“舒适度/合身性”的高端产品转移，这为吉登运动服带来了额外助力。
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