洞洞鞋Crocs股价暴跌三成

Core Viewpoint - The impact of U.S. tariffs on domestic retail companies is becoming increasingly evident, with companies like Crocs and Deckers reporting negative effects on profitability and stock prices due to rising costs and cautious consumer spending [2][4]. Group 1: Company Performance - Crocs has projected a year-over-year revenue decline for Q3, contrary to analyst expectations of slight growth, attributing this to cautious consumer spending on non-essential items and concerns over price increases [2]. - Deckers, which owns brands like UGG and Hoka, reported a slowdown in U.S. sales growth from approximately 11% to 2.8%, and warned of profit margin pressures due to tariffs, despite plans to absorb some of the cost increases [4]. - Puma has downgraded its sales forecast for FY2025, expecting a "low double-digit percentage" decline in sales and a shift from profit to operating loss due to new tariffs and other adverse factors [5]. - Adidas, while reporting growth in the first half of the year, anticipates an additional cost of up to €200 million (approximately 15.7 billion RMB) from tariffs in the remaining part of the year [5][6]. Group 2: Market Reactions - Following the announcement of its revenue forecast, Crocs' stock plummeted nearly 30%, marking its largest single-day drop in nearly 14 years [2]. - Deckers' stock also fell nearly 20% after revealing the impact of tariffs on its profit margins [4]. - Puma's stock experienced an 18.4% drop on July 25, marking its largest decline in recent years [4]. Group 3: Pricing Strategies - Companies like Nike and Adidas are considering raising prices in the U.S. market to offset the increased costs from tariffs, with Nike already announcing price hikes [6]. - Fast Retailing, the parent company of Uniqlo, is also planning flexible price adjustments in response to tariff impacts, indicating a trend among companies to pass some costs onto consumers [6].