摩凡陀2026财年第三季度业绩稳健，战略聚焦产品创新与市场恢复

Core Viewpoint - Movado (MOV) reported steady performance in its Q3 FY2026 financial results and outlined future strategic plans [1] Financial Performance - For Q3 FY2026, Movado reported revenue of $186.1 million, representing a year-over-year increase of 3.1%, with a gross margin improvement to 54.3% [2] - The growth in the U.S. market, which increased by 6.9%, was highlighted as the main driver of revenue [2] - The company forecasts Q4 FY2026 revenue to be approximately $181.4 million, although the specific release date has not been announced [2] Strategic Initiatives - Management indicated a recovery plan for the Middle East market, which has been underperforming, involving team restructuring and strategy adjustments aimed at restoring growth by 2026 [3] - The company is optimizing costs through a tariff agreement between the U.S. and Switzerland, expecting the tariff rate on Swiss watches to decrease to 15% [3] - Movado is focusing on product innovation, including new shape designs and lab-grown diamonds, and enhancing brand visibility through digital marketing and celebrity endorsements, such as Jessica Alba [3] - Short-term goals include boosting holiday season sales and replenishing out-of-stock products [3] Company Status - In January 2026, Movado issued multiple statements regarding changes in shareholding, which involved institutional investors [4]