异动解读 | Gap股价夜盘暴涨18%,第四季度业绩超预期引爆信心

异动解读2025-03-07

美国服饰零售巨头Gap集团股价在夜盘大涨18.07%,引发市场广泛关注。暴涨主要源于公司公布了2024年第四季度业绩大超预期的消息。

根据财报数据显示,Gap第四季度净销售额同比微降3.5%至41.5亿美元,但超出分析师平均预期的40.7亿美元。公司净利润同比增长11.4%至2.06亿美元,调整后每股盈利0.54美元,也大幅高于市场预期的0.37美元。

业绩亮眼的主要原因包括:一是旗下多个品牌如Old Navy和Gap等在第四季度表现强劲,可比销售额持续高增长;二是在首席执行官Richard Dickson的带领下,Gap品牌成功重回消费文化潮流,形象大幅修复;三是公司主动改革、调整产品结构,加强了在几个主力品类上的竞争力。

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