异动解读 | 柯尔百货盘中大涨23.86%,因Q1亏损小于预期且维持年度目标显示转型见效

异动解读
May 28

柯尔百货(KSS)今日盘中股价大涨23.86%,引起了市场的广泛关注。

消息面上,公司公布了2026财年第一季度业绩,其净销售额达到约30亿美元,符合或略高于市场预期。更为关键的是,公司第一季度每股亏损为0.13美元,显著好于市场预期的每股亏损0.19美元,显示亏损额小于预期。同时,公司重申了全年业绩指引,预计净销售额将持平或下降不超过2%,全年调整后每股收益预计在1.00美元至1.60美元之间。

这表明在新任首席执行官迈克尔·本德的领导下,公司通过削减成本、聚焦自有品牌、重振珠宝等品类以及扩大与丝芙兰的合作等转型举措已开始显现成效,增强了市场对公司业务好转势头的信心,从而推动了股价的强劲上涨。

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