服装零售巨头PVH Corp（Calvin Klein和Tommy Hilfiger的母公司）今日盘中大跌13.33%，引发市场广泛关注。尽管公司第一财季业绩超出预期，但大幅下调全年盈利预期成为股价下跌的主要原因。
据悉，PVH将2026财年每股收益预期大幅下调至10.75至11.00美元，远低于此前预期的12.40至12.75美元，也低于分析师一致预期的12.51美元。公司表示，下调预期是因为消费者信心和宏观经济环境的不确定性增加。此外，PVH预测第二季度每股收益介于1.85美元和2美元之间，低于市场预期的2.08美元。
面对挑战，PVH集团首席财务官Zac Coughlin表示，公司正在采取"积极措施"以改善下半年表现，包括加大市场营销投入及推进成本节约措施。然而，这些措施似乎未能缓解投资者对公司未来业绩的担忧。分析机构BMO资本市场指出，促销活动增加、不利的渠道组合和运费上涨使公司毛利率承压，并将PVH的目标价从93美元下调至84美元。尽管如此，15位分析师的平均评级仍为"买入"，中位预测值为92美元。
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