智通财经APP获悉，麦格里发布研报称，新秀丽(01910)次季收入同比跌4.8%，经调整EBITDA跌18.1%，均符合该行预期。虽然管理层预期第三季销售将有所改善，但认为消费情绪疲弱令前景仍不明朗。目标价由13.3元上调至14元，维持“中性”评级，认为公司下半年需求仍具挑战。
为应付关税影响，公司在北美市场加价，并会根据新增关税而进一步调价。另外，公司会预先采购该市场库存，同时与供应商协商以缓解汇率影响。中期将透过重新设计产品以控制成本。为反映严控经营开支的成效，该行将2025至27年净利预测分别上调2.1%、3.7%及1.8%。
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