威富集团(VFC)周一盘前股价大涨超21%,成为市场焦点。
这一强劲涨势主要源于该公司在截至9月底的第二财季表现出色。数据显示,虽然营收按年下降6%至27.6亿美元,但仍超出了市场预期。更重要的是,在连续两个季度亏损后,威富集团终于扭亏为盈,净利润达5217.8万美元,每股收益0.6美元,高于分析师预期的0.37美元。
业绩的回升主要得益于几大品牌销售回暖,以及前期库存清理和促销政策使毛利率显著提升。其中,Vans、The North Face等品牌在中国、美洲和欧洲等主要市场均取得正增长,尤其是在中国市场增长9%,领先于去年同期。同时,本季度毛利率达52.2%,较去年同期增长了120个基点。
公司正在推进新任CEO布拉克•达雷尔的扭亏战略,包括调整高层人事、出售非核心品牌Supreme等。尽管目前仍存在一些挑战,但初步成果的显现增强了投资者对公司未来盈利能力的信心。
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