Tapestry公司股价在早盘交易中暴跌超过15%。尽管旗下拥有Coach和Kate Spade两大品牌的该公司公布了强劲的销售和盈利数据，且其新财年业绩指引也与分析师预期大致相符，但市场反应依然剧烈。
分析师们指出，这次抛售潮主要由Coach品牌销售增长不及预期所引发。这家手袋制造商报告其季度销售额同比增长15%，而市场普遍预期则为15.5%。尽管差距不大，但足以引发投资者对增长势头放缓的担忧。
目前，Coach已成为Tapestry集团业绩增长的主要引擎。与此同时，Kate Spade品牌依旧挣扎，期内销售额下滑了7%。这种极端不平衡的增长格局，让市场担心Coach的强劲销售势头能否持续。
然而，花旗银行分析师Paul Lejuez对此持不同看法。他表示，公司对Coach本季度销售额实现低两位数增长的预测，"实际上是品牌活力持续的一个积极信号"。这一乐观判断能否驱散市场阴霾，仍有待观察。
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