安德玛公司(Under Armour,UAA)今日盘前股价大幅下跌17.17%,引发市场广泛关注。
根据公司最新财报预告,安德玛预计第二财季收入将下降6%至7%,远低于分析师平均预期的2.9%下降幅度。这一预期大幅低于市场预期,导致投资者信心受挫。此外,公司第一季度调整后每股收益为2美分,同样低于分析师预期的3美分。
安德玛表示,此次业绩预期已考虑到贸易政策的持续不确定性以及更广泛的宏观经济环境因素。公司面临的主要挑战包括高企的通胀率、关税波动对供应链的影响,以及北美市场需求疲软。公司在5月份宣布的涨价计划可能进一步影响消费者需求,因为消费者正在寻求更便宜的替代品。此外,公司预计第二季度毛利率将下降340至360个基点,主要是由于预期的关税相关供应链压力,尽管有利的汇率和定价收益将部分抵消这一影响。
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