异动解读 | 威富集團第二財季扭虧為盈 盤前股價大漲22%

异动解读
29 Oct 2024

VF集團旗下擁有Vans、The North Face和Timberland等知名品牌,此前連續兩個季度出現虧損,但在截至9月底的第二財季終於扭虧為盈,實現5217.8萬美元的凈利潤。

根據報導,這家服裝和鞋類製造商在新任首席執行官布拉克-達雷爾的領導下推進業務重組,重點關注支柱品牌Vans,並計劃在2025財年底前節省約3億美元成本。同時公司還出售了街頭服飾品牌Supreme等非核心業務。

重組計劃的成效在第二財季開始顯現,Vans品牌銷售額同比僅下降11%,好於上一季度的21%跌幅。公司直接面向消費者業務也出現連續增長,且降價促銷措施提高了毛利率。分析師表示,盡管前路仍很長,但公司行動為扭虧為盈奠定了基礎。因此威富集團盤前股價暴漲22%,投資者押注其恢復盈利步伐將快於預期。

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