周五，Deckers Outdoor Corporation 盘前大跌超11%。Deckers Outdoor预计2026财年全年销售额约为53.5亿美元，而分析师普遍预期为54.5亿美元。这一低于预期的销售预测引发了投资者对公司未来业绩的担忧。
公司高管在财报电话会议中表示，预计下半财年将面临关税影响的挑战。他们认为，由于美国国内将感受到关税和价格上涨的影响，消费者可能会变得更加谨慎。这反映出公司对未来市场需求持谨慎态度，特别是考虑到不断上升的经济不确定性正在挤压美国消费者的钱包，这可能会对德克斯户外旗下品牌如Hoka运动鞋和UGG靴子的需求构成压力。
分析师们对德克斯户外的业绩表现也表示了一定的担忧。杰富瑞将公司的目标价从114美元下调至107美元，反映出对公司短期内面临的挑战的认识。这些因素综合导致了投资者信心的下降，从而引发了股价的大幅下跌。
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