异动解读 | Tapestry盘中大涨9.02%,因业绩超预期且大幅上调年度指引

异动解读
Feb 05

Tapestry Inc.(股票代码:TPR)今日盘中股价大涨9.02%,引起了市场的广泛关注。

消息面上,公司公布的假日季度业绩远超市场预期,并第二次上调了全年盈利与收入目标。其核心品牌Coach的销售额因Tabby手袋的强劲需求而激增25%,显著超出了分析师的预测。此外,公司还提高了2026财年的股票回购规模预期。

在奢侈品行业增长普遍放缓的背景下,Coach等美国品牌因价格相对实惠而需求逆势走强,即将到来的纽约时装周也进一步提振了市场对品牌前景的乐观情绪。

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