异动解读 | Gap第四季度业绩大超预期,盘前股价暴涨18%,品牌复苏再传佳绩

异动解读2025-03-07

美国服饰零售商Gap集团今日盘前股价大涨18.07%,引发市场广泛关注。在CEO Richard Dickson的带领下,Gap去年第四季度业绩远超预期,进一步发力品牌复苏,增强市场信心。

数据显示,Gap公布的第四财季业绩亮眼,各项核心指标均超出华尔街预期:净销售额虽同比微降3.5%至41.5亿美元,但高于分析师预期的40.7亿美元;净利同比增长11.4%至2.06亿美元,每股收益0.54美元远高于预期0.37美元;可比销售额同比增长3%,也优于预期值。

业绩亮眼主要源于公司供应链改革和品牌提振战略持续见效。旗舰品牌Old Navy、Gap本季可比销售分别增长3%和7%,远超市场预期,产品设计更贴近消费者需求,品牌影响力持续回升。曾一度落后的Banana Republic品牌也重拾升势,可比销售增长4%。Athleta服饰品牌亦基本止住滑落。

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