牛津工业（OXM）今日盘前股价大幅下跌24.85%，引发市场强烈反应。
消息面上，公司公布的2025财年第三季度财报显示，因Johnny Was品牌相关资产计提6100万美元非现金减值费用（折合每股3.05美元），导致GAAP业绩严重恶化。同时，主力品牌Tommy Bahama销售额下降4.4%，Johnny Was品牌销售额减少8.4%，整体业绩表现疲软。管理层还下调全年指引，预计GAAP每股亏损1.32-1.52美元，反映出零售环境挑战及成本压力加剧。
此外，公司毛利率从上年同期的63.1%下降至60.3%，主要受关税成本增加及促销活动影响。尽管新兴品牌销售额增长17%，但未能抵消主力品牌的颓势。投资者对公司的短期盈利能力和品牌复苏前景表示担忧，导致股价承压。
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