1QFY26 业绩高于我们预期公司1QFY26(2025 年4-6 月)收入同比增长17%至9.6 亿美元,净利润同比增长20%至1.4 亿美元,高于我们预期,主因HOKA 和UGG 品牌批发出货强劲以及国际市场表现突出,且毛利率和费用控制均好于我们预期。虽然美国和DTC 渠道整体疲软,但国际市场和批发渠道的强劲增长完全抵消了这一疲软。分品牌:HOKA:收入同比增长20%,环比改善10ppt,扣除...
Source Link1QFY26 业绩高于我们预期公司1QFY26(2025 年4-6 月)收入同比增长17%至9.6 亿美元,净利润同比增长20%至1.4 亿美元,高于我们预期,主因HOKA 和UGG 品牌批发出货强劲以及国际市场表现突出,且毛利率和费用控制均好于我们预期。虽然美国和DTC 渠道整体疲软,但国际市场和批发渠道的强劲增长完全抵消了这一疲软。分品牌:HOKA:收入同比增长20%,环比改善10ppt,扣除...
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