Under Armour 股价下挫或将失去运动零售黄金地位

被多方影响的 Under Armour 能否转危为机反亏为盈呢?

Sports 运动

温故知新一番其实运动品牌 Under Armour 是作为运动零售当中黄金地位之一群,亦是近年冒起而成功之秀,但股价在星期二时突然下跌了多达 20%,就直接影响其黄金地位,收益显示品牌在全球疲软,特别是在北美地更直接表明消费者不愿在 Under Armour 消费,在北美地区的收入为 13 亿美元,低于华尔街估计的 14 亿美元。研究公司 GlobalData 的零售分析师 Hakon Helgesen 在一份关于客户的说明中写道 :「Under Armour的长期表现已经结束」,加上 NikeadidasLululemon 等运动品牌亦伤害到 Under Armour 的表现。皆因市场上运动服基本上无处不在,加上竞争对手不断的创新,特别是 Lululemon 一直积极设计新的服装风格,Nike 亦重点投资篮球鞋挑战 Under Armour Curry 3。另外 Helgesen 亦提及 Under Armour 已经在北美市场饱和,亦不通过开放全球电子商务的投资以及在主要国际地区开发实体店, Under Armour 将难于得到回报,盈利或将在未来一年保持低压。


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