时尚集团Tapestry Inc.（TPR）今日盘前股价大跌5.26%，引起了市场关注。
消息面上，公司近期披露的财务信息显示，自2025财年以来已缴纳约1.15亿美元与《国际紧急经济权力法》（IEEPA）相关的关税，且截至2026年3月28日，公司未在财务报表中确认任何与潜在关税退税相关的应收款项，这反映了额外的成本压力和谨慎的财务立场。此外，公司在最新的业绩指引中透露，旗下轻奢品牌Kate Spade在第四季度的营收可能面临高个位数的同比下滑，而核心品牌Coach预计仅实现低双位数增长，部分品牌的增长乏力引发了投资者对该公司未来业绩的担忧。
尽管公司此前曾因Tabby手袋需求强劲而上调年度业绩预期，并强调中东冲突未对公司运营产生重大影响，但市场似乎更聚焦于其面临的成本上升和部分品牌增长放缓的挑战。在奢侈品行业整体因地域冲突而需求疲软的背景下，这些因素共同导致了股价的显著下跌。
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