异动解读 | 卡骆驰盘中大跌14.95%，第三季度业绩指引疲软叠加利润不及预期引发抛售

异动解读07-30

卡骆驰(CROX)今日盘中股价大跌14.95%，引发市场广泛关注。

消息面上，公司公布的第三季度业绩指引远逊于市场预期，预计第三季度营收将与去年同期持平，而分析师此前预计营收将增长2.4%；调整后每股收益预计在3.20至3.30美元之间，同样低于市场预期的3.53美元。此外，第二季度经调整后每股收益为4.23美元，不及市场预期的4.34美元；经调整营业利润率也从去年同期的26.9%下滑至25.1%。

与此同时，公司分别就HEYDUDE商标及HEYDUDE品牌报告单元商誉计提了4.3亿美元和3.07亿美元的非现金减值准备，进一步打压了市场情绪。尽管第二季度整体营收达11.8亿美元，超出预期的11.5亿美元，且公司上调了全年营收和利润目标，但疲软的短期业绩展望令投资者选择获利了结。此前该股年内累计涨幅已达56%，市场获利盘积累较多，财报利好兑现后资金出逃意愿强烈。

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