异动解读 | 孩之宝盘中大涨5.28%,因上调年度业绩预期

异动解读
Jul 21

孩之宝(HAS)今日盘中大涨5.28%,引起了市场的广泛关注。

消息面上,孩之宝上调了年度业绩预期。公司预计2026年营收增长率将从原先的3%-5%上调至5%-7%,同时将调整后核心利润(EBITDA)预期从14.0-14.5亿美元上调至14.5-15.0亿美元。这一上调主要得益于其数字游戏业务的强劲需求,特别是《万智牌》(Magic: The Gathering)系列的持续出色表现。

公司第二季度营收增长16%至11.4亿美元,超过了分析师的预期。其旗下的海岸巫师和数字游戏部门营收同比增长了27%。公司首席执行官克里斯·科克斯表示,《万智牌》的增长飞轮正全速运转,公司对未来产品发布和持续增长前景充满信心。尽管面临消费者支出环境的不确定性,但高收入消费者的支出增长帮助公司抵消了部分来自低收入家庭的需求压力。

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