在激烈竞争的背景下,巴克莱下调评级,盖璞、安德玛股价下跌

路透中文
Aug 11
BUZZ-在激烈竞争的背景下,巴克莱下调评级,盖璞、安德玛股价下跌

8月11日 - ** 服装制造商盖璞 GAP.N 和安德玛 UAA.N 的股价下跌,此前巴克莱证券下调了这两只股票的评级

** 巴克莱表示,美国服装行业中,拥有定价权的品牌与仍依赖折扣来刺激需求的零售商之间的差距正在扩大

** 此外,服装和鞋类行业的竞争依然激烈,这限制了市场份额的增长,并放缓了品牌的复苏步伐

** 巴克莱将盖璞评级从“超配”下调至“中性”,理由是Old Navy和Banana Republic的折扣力度加大,且担忧近期利润增长可能难以持续

** 将目标价从26美元下调至20美元,盘前股价下跌2%至21.08美元

** 同时将安德玛评级从“中性”下调至“减持”,理由包括竞争激烈、定价能力薄弱,以及业务复苏可能比预期耗时更长

** 该股盘前下跌3%,报5.71美元

** 不过,将Abercrombie & Fitch(ANF.N)评级从“减持”上调至“中性”,理由是关税压力减轻,正价销售情况有所改善

**将ANF目标价从78美元上调至114美元,ANF盘前上涨约1%,报119.94美元

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10