Okay, let's break down this news about Tapestry Inc. (TPR.US).
"Summary of the News:"
The core issue is that Tapestry, the parent company of popular fashion brands like Coach, Kate Spade, and Michael Kors, is facing significant challenges due to "tariffs" on its products, particularly those imported from China. These tariffs effectively increase the cost of goods sold, negatively impacting the company's "profitability".
Here's a more detailed breakdown:
1. ""Coach熱銷難抵關(guān)稅寒流" (Coach's Strong Sales Can't Withstand the Tariff Chill):" ""Coach熱銷" (Coach's Strong Sales):" This part acknowledges that even though Coach, as a brand, is still performing relatively well in terms of sales volume, its growth and profitability are being hampered. ""難抵" (Can't Withstand):" This highlights the vulnerability of the company's financial performance despite strong sales. The negative impact of tariffs is proving too significant. ""關(guān)稅寒流" (Tariff Chill):" This metaphor describes the harsh negative effect of import tariffs, particularly those imposed by the US on goods imported from China. These tariffs act like a "chill" or cold front, freezing profitability and hindering growth potential.
2. ""Tapestry(TPR.US)盈利展望受挫" (Tapestry's Profit Outlook Dim

相關(guān)內(nèi)容：

通財經(jīng)APP獲悉，盡管最新季度財報表現(xiàn)亮眼，但由于關(guān)稅成本拖累關(guān)鍵盈利指標(biāo)，Tapestry(TPR.US)提供的年度展望不及分析師預(yù)期，這導(dǎo)致該公司股價在周四美股盤前暴跌。

財報顯示，截至6月28日的2025財年第四季度，Tapestry調(diào)整后每股收益達1.04美元，超出分析師預(yù)期0.02美元;當(dāng)季銷售額17.2億美元也高于分析師預(yù)估的16.8億美元。

展望未來，這家擁有Coach和Kate Spade的品牌集團預(yù)計2026財年攤薄后每股收益為5.30至5.45美元，雖然較上年增長4%至7%，但低于分析師預(yù)期的5.49美元。

Tapestry在周四的一份聲明中表示，這一差異主要源于關(guān)稅影響——預(yù)計將造成每股0.6美元的負(fù)面沖擊。市場似乎尚未完全消化此項成本，導(dǎo)致其股價在盤前交易中一度重挫17%，而此前該股年內(nèi)累計漲幅曾達74%。

首席財務(wù)官Scott Roe在接受采訪時透露，本財年關(guān)稅將帶來約1.6億美元的額外成本。盡管這一“新變量”將產(chǎn)生“重大影響”，但管理層對“逐步緩解關(guān)稅沖擊的能力充滿信心”。Roe強調(diào)，在當(dāng)前背景下，公司的年度預(yù)期“體現(xiàn)了審慎態(tài)度”。目前，該集團主要在中國、越南、柬埔寨等亞洲國家生產(chǎn)手袋等產(chǎn)品。

Tapestry預(yù)計，截至6月的本財年營收將達72億美元(剔除已出售的Stuart Weitzman業(yè)務(wù))，略超市場預(yù)期的71.2億美元，同比實現(xiàn)中個位數(shù)增長。剝離非核心資產(chǎn)后，管理層得以集中資源推動Coach增長與Kate Spade轉(zhuǎn)型。

最新財報顯示，剔除匯率因素后，Coach上季度營收增長13%，而Kate Spade下滑13%。首席執(zhí)行官Joanne Crevoiserat表示：“Coach持續(xù)領(lǐng)跑行業(yè)，以優(yōu)異利潤率實現(xiàn)超預(yù)期增長”，且本季增速進一步加快。至于Kate Spade，“品牌重塑計劃已全面展開”。

據(jù)權(quán)威的Lyst指數(shù)顯示，Coach 6月位列全球第五大熱門時尚品牌，其Tabby、Brooklyn包款成為明星單品，而櫻桃掛飾則因價格親民成為消費者青睞的熱門選擇。值得注意的是，在榜單前十幾乎被Miu Miu、Loewe、普拉達和Moncler等歐洲奢侈品牌壟斷的情況下，Coach與排名第11的拉夫勞倫(RL.US)成為少數(shù)成功抗衡歐洲奢侈品牌的美國企業(yè)——盡管持續(xù)提價，其定價策略仍較歐洲競品更具親和力，有效拓寬了高端客群覆蓋面。

Bloomberg Intelligence分析師Deborah Aitken和Andrea Ferdinando Leggieri在最近的一份研究報告中寫道，“在消費信心低迷、價格敏感度攀升及關(guān)稅風(fēng)險疊加的背景下，這些品牌的強勁表現(xiàn)預(yù)示著其有望通過全價銷售持續(xù)擴大市場份額并維持運營利潤率”。