-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：TPR公佈了2026財年第三季（截至6月）的卓越業績，營收達19.2億美元（年成長21%），超出預期1.36億美元；每股收益為1.66美元（年成長62%），超出市場普遍預期0.36美元。若不計入已剝離的Stuart Weitzman品牌，其調整後成長率達25%。 Coach品牌營收飆升31%至17億美元，而Kate Spade品牌營收則下降10%至2.2億美元。強勁的業績反映了Amplify策略的成功實施，並展現了Coach的定價能力，手袋銷量成長超過20%，平均售價也實現了兩位數的低成長率。管理階層將全年營收預期上調至79.5億美元（年增14%），營業利益率為23%（成長300個基點），每股收益為6.95美元。儘管受到關稅不利因素的影響，營業利潤率仍成長490個基點至22.4%，主要得益於大中華區61%的成長，以及整體強勁的地域表現。我們認為，公司在全球新增240萬客戶的良好客戶獲取動能和強大的全通路表現，使其在奢侈配件市場持續擴大市場份額方面佔據優勢。
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