异动解读 | Bath & Body Works股价盘中大跌24.24%,下调全年销售预期及业绩不及预期
异动解读
Nov 20, 2025
Bath & Body Works Inc.(股票代码:BBWI)今日盘中股价暴跌24.24%,创下近期新低。这一显著跌幅主要源于公司下调了2025财年的全年销售预期,以及第三季度业绩不及市场预期。
根据公司最新公告,Bath & Body Works将2025年全年净销售指引从此前预期的增长1.5%至2.7%,下调至低个位数的下降。公司同时下调了2025财年的每股收益预期,从之前的3.35美元至3.60美元区间,大幅下调至至少2.87美元。这一调整反映了当前业务趋势和持续的宏观经济消费压力。
此外,公司第三季度业绩也不及预期。Bath & Body Works报告第三季度每股收益为0.35美元,低于分析师预期的0.40美元;营收为16亿美元,低于预期的16.3亿美元。公司预计2025财年第四季度净销售额将比去年同期的27.9亿美元出现高个位数下降,远低于分析师此前预期的1.5%增长。公司表示,这一悲观展望是由于持续的负面消费者情绪和现有全球关税的影响。为应对这些挑战,Bath & Body Works宣布了一项转型计划,计划在未来两年内实现2.5亿美元的成本节约。
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