2024年10月29日,全球知名休闲鞋履品牌卡骆驰(CROX)盘中一度重挫逾18%,跌幅接近两成,引发投资者的广泛关注。股价暴跌与公司近期发布的第四季度及2024年业绩预期大幅下调直接相关。
具体来看,卡骆驰预计第四季度每股收益仅为2.20-2.28美元,远低于此前市场预期的2.72美元。同时公司预计当季营收也将基本持平或小幅增长,增长动能放缓。展望全年,卡骆驰预计2024年销售额同比仅将增长约3%,增速位于公司之前3%-5%增长指引的下限。另外,公司旗舰Crocs品牌收入增长也将从之前预期的7%-9%下调至约8%。
尽管卡骆驰第三季度营收和利润数据超出市场预期,但投资者更为重视未来业绩前景。业绩预期下调无疑引发了对公司营收和盈利增长放缓的担忧,也震动了对公司长期发展前景的信心。分析师普遍持谨慎观望态度,仅18%的分析师给予持有评级,82%维持看涨评级。
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