休闲鞋制造商卡骆驰（CROX）今日盘中大跌22.94%，创下近期最大单日跌幅。尽管公司第二季度财报超出市场预期，但其对第三季度的悲观展望以及潜在的关税影响引发了投资者的强烈担忧。
根据公司最新财报，卡骆驰第二季度营收同比增长3.6%至11.5亿美元，超出分析师预期的11.4亿美元。调整后每股收益达4.23美元，同样高于共识预期的4.01美元。然而，公司预计2025年第三季度营收将下降约9%至11%，这一预警成为股价大跌的主要原因。此外，卡骆驰表示当前经营环境不确定且难以预测，进一步加剧了市场的担忧情绪。
值得注意的是，卡骆驰正面临多重挑战。公司预计第三季度调整后营业利润率约为18%至19%，其中包括已宣布和待定关税带来的约170个基点的预期负面影响。为应对这些挑战，卡骆驰计划通过减少库存收货、限制促销活动来管理费用。尽管CROCS品牌营收增长5%至9.6亿美元，但HEYDUDE品牌营收下降3.9%至1.9亿美元，反映出公司在不同品牌间的表现差异。面对这些挑战，市场将密切关注卡骆驰未来的业绩表现和战略调整。
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