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10月29日 - ** Vans母公司VF公司 股价盘前大涨21.7%至20.73美元
** 在连续两个季度亏损之后,该公司于周一公布了利润 (link),第二季度销售额超出预期,这得益于其直接面向消费者业务的连续改善和库存的精简。
** 至少三家券商上调目标股价
** 杰富瑞将目标价从 20 美元上调至 21 美元
** 券商称,Vans 仍需开展有意义的工作来改善业绩,尤其是直接面向消费者的业务,但执行力和保守主义的证据增强了其扭亏为盈的论调。
** 我们认为,Vans 的店铺客流量仍有待改善,但随着新产品的推出和营销活动的开展,客流量应该会有所改善。
** 摩根大通也将预测价格从 16 美元上调至 17 美元。
** 覆盖该股的分析师的平均评级为 "持有";中位数为 20 美元--LSEG 数据
** 截至上次收盘,该股今年累计下跌 9.4
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