异动解读 | 加拿大鹅季报超预期 中国市场回暖推股价大涨

异动解读
08 Nov 2024

加拿大著名羽绒服品牌加拿大鹅(GOOS)7日盘前股价大涨超6%,主因其公布的2025财年第二财季业绩实现了大幅超预期的增长。

财报数据显示,加拿大鹅上季净利润达630万加元,同比大涨54%,远高于分析师此前预期的亏损。尽管公司总收入2.678亿加元较去年同期小幅下滑4.7%,但仍优于市场预期表现。

令公司上季业绩亮眼的关键因素,首先在于其在中国大陆及香港地区市场的逆势增长。财报显示,加拿大鹅在大中华区上季收入同比增长5.7%,同店销售收益更实现正增长,反映出该品牌在中国市场重新获得回暖。

除此之外,加拿大鹅在推行一系列成本控制措施之后,也取得了明显成效,使其在全球疫情对需求造成重大影响的情况下,仍可在上季盈利。总的来说,公司在中国市场销售恢复增长,加之良好的成本管控,成为助力其业绩超预期增长的主要动力。

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