异动解读 | Gap夜盘暴跌15.20%,因下调全年销售预期及Old Navy业绩疲软

异动解读
May 29

服装零售商Gap(股票代码:GAP)在今日夜盘交易中股价大幅下跌15.20%,引发了市场的高度关注。

此次股价下跌的主要原因是公司发布了最新季度财报,并下调了全年销售增长预期。Gap将2026财年的销售额增长预期从原先的2%至3%下调至1%至2%,同时其第一季度35亿美元的营收也略低于市场预期。公司旗下最大品牌Old Navy的销售增长显著放缓,其同店销售额仅增长1%,表现不及预期,尤其是女装季节性品类(如连衣裙)表现疲软,拖累了整体业绩。此外,运动服饰品牌Athleta的销售额继续下滑,消费者在通胀高企和信心低迷的背景下缩减非必需品开支,也给公司带来了压力。

尽管Gap因预计获得关税减免而上调了全年利润预期,但市场焦点仍集中在疲软的销售前景上。公司首席执行官理查德·迪克森在财报电话会议中承认,季节性女装业务的表现持续低于预期,且这种疲软态势已延续至当前季度。这些因素共同导致了投资者抛售股票,使得Gap股价在夜盘时段承受重压。

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