{"id":75506,"date":"2018-08-17T11:29:53","date_gmt":"2018-08-17T03:29:53","guid":{"rendered":"http:\/\/www.htt.hk\/?p=75506"},"modified":"2018-08-17T11:29:53","modified_gmt":"2018-08-17T03:29:53","slug":"kate-spade%e6%8a%91%e5%88%b6%e6%89%93%e6%8a%98%e4%bf%83%e4%b8%9a%e7%bb%a9%e8%b6%85%e6%a0%87-%e4%bb%8a%e5%b9%b4%e4%b8%bb%e7%ab%99%e4%b8%ad%e5%9b%bd%e5%b8%82%e5%9c%ba","status":"publish","type":"post","link":"https:\/\/www.htt.hk\/?p=75506","title":{"rendered":"Kate Spade\u6291\u5236\u6253\u6298\u4fc3\u4e1a\u7ee9\u8d85\u6807 \u4eca\u5e74\u4e3b\u7ad9\u4e2d\u56fd\u5e02\u573a"},"content":{"rendered":"

\"\"<\/a><\/p>\n

\u3000\u3000Kate Spade \u901a\u8fc7\u51cf\u5c11\u4fc3\u9500\u6298\u6263\u523a\u6fc0\u9500\u552e\u660e\u663e\u6539\u5584\uff0c\u63a8\u52a8\u540c\u65f6\u62e5\u6709Coach \u853b\u9a70\u548cStuart Weitzman \u7684Tapestry Inc. (NYSE:TPR) \u4e0a\u5b63\u4e1a\u7ee9\u5168\u9762\u8dd1\u8d62\u5e02\u573a\u9884\u671f\u3002\u53d7\u6b64\u63d0\u632f\u96c6\u56e2\u80a1\u4ef7\u5728\u5468\u4e8c\u65e9\u76d8\u98d9\u5347\u6700\u591a12.7%\u81f353.5\u7f8e\u5143\uff0c\u521b\u8d85\u8fc7\u4e00\u5e74\u4ee5\u6765\u7684\u6700\u5927\u5347\u5e45\uff0c\u4e5f\u8feb\u8fd155.5\u7f8e\u5143\u7684\u8fc7\u53bb12\u4e2a\u6708\u9ad8\u4f4d\u3002<\/p>\n

2017\u5e747\u6708\u5b8c\u6210\u4ee524\u4ebf\u7f8e\u5143\u6536\u8d2dKate Spade \u7684\u4ea4\u6613\u540e\uff0cTapestry Inc. \u7684\u4e1a\u7ee9\u4e00\u76f4\u88ab\u60ef\u4e8e\u5229\u7528\u6253\u6298\u624b\u6bb5\u4fc3\u8fdb\u9500\u552e\u7684\u8be5\u54c1\u724c\u62d6\u7d2f\u3002Tapestry Inc. \u5bf9Kate Spade \u65bd\u52a0\u6210\u529f\u632f\u5174\u65d7\u4e0b\u6700\u5927\u54c1\u724cCoach \u853b\u9a70\u7684\u76f8\u540c\u7b56\u7565\uff0c\u5728\u51cf\u5c11\u5b98\u7f51\u95ea\u8d2d\u548c\u51cf\u8f7b\u5bf9\u6298\u6263\u5e97\u4f9d\u8d56\u7684\u540c\u65f6\uff0c\u4e5f\u9650\u5236\u4e86\u767e\u8d27\u516c\u53f8\u7684\u4f9b\u5e94\u4ee5\u63a8\u52a8\u6b63\u4ef7\u9500\u552e\u3002\u867d\u7136\u8be5\u54c1\u724c\u5728\u622a\u81f36\u670830\u65e5\u76842018\u8d22\u5e74\u56db\u5b63\u5ea6\u540c\u5e97\u9500\u552e\u7ee7\u7eed\u540c\u6bd4\u4e0b\u6ed13%\uff0c\u4f46\u8dcc\u5e45\u8fdc\u4f4e\u4e8e\u5e02\u573a\u9884\u671f\u76847.1%\uff0c\u4e5f\u6bd4\u4e09\u5b63\u5ea6\u76849%\u5927\u5e45\u7f29\u7a84\u3002<\/p>\n

\u4eca\u5e746\u6708\u521d\u54c1\u724c\u540c\u540d\u521b\u59cb\u4ebaKate Spade \u7a81\u7136\u81ea\u6740\u4e5f\u523a\u6fc0\u4e86\u4ea7\u54c1\u9700\u6c42\u3002Kate Spade \u54c1\u724c\u9996\u5e2d\u6267\u884c\u5b98AnnaBakst \u5728\u4eca\u5929\u7684\u8d22\u62a5\u540e\u7535\u8bdd\u4f1a\u8bae\u4e0a\u900f\u9732\uff0c\u521b\u59cb\u4eba\u53bb\u4e16\u7684\u5669\u8017\u4f20\u51fa\u540e\uff0c\u7535\u5b50\u5546\u52a1\u7f51\u7ad9\u548c\u95e8\u5e97\u9500\u552e\u90fd\u5c55\u73b0\u51fa\u5fe0\u5b9e\u987e\u5ba2\u5f3a\u70c8\u800c\u7531\u8877\u7684\u53cd\u5e94\u3002<\/p>\n

\u96f6\u552e\u8c03\u7814\u516c\u53f8A-Line Partners \u521b\u59cb\u4ebaGabriella Santaneillo \u4e5f\u6839\u636e\u95e8\u5e97\u89c2\u5bdf\u6307\u51fa\uff0c\u8be5\u54c1\u724c\u7684\u4fc3\u9500\u6d3b\u52a8\u5728\u521b\u59cb\u4eba\u79bb\u4e16\u540e\u5f00\u59cb\u51cf\u9000\u3002\u201c\u76f8\u4fe1\u6b64\u4e8b\u91cd\u71c3\u4e86\u6d88\u8d39\u8005\u5bf9\u8be5\u54c1\u724c\u7684\u5174\u8da3\uff0c\u4ed6\u4eec(Tapestry Inc. )\u4e5f\u4ece\u6b64\u5f97\u76ca\uff0c\u201dGabriella Santaneillo \u8868\u793a\u3002<\/p>\n

\"\"<\/center>\u3000\u3000Coach \u853b\u9a70\u548cKate Spade \u57282018\u8d22\u5e74\u56db\u4e2a\u5b63\u5ea6\u7684\u540c\u5e97\u9500\u552e\u5347\u8dcc\u8d70\u52bf<\/p>\n

Tapestry Inc. \u9996\u5e2d\u6267\u884c\u5b98Victor Luis \u5219\u5728\u8d22\u62a5\u4e2d\u6307\u51faKate Spade \u54c1\u724c\u7684\u9500\u552e\u548c\u8425\u4e1a\u5229\u6da6\u7387\u90fd\u9ad8\u8fc7\u7ba1\u7406\u5c42\u6307\u5f15\uff0c\u5728\u52a0\u5165\u96c6\u56e2\u7684\u9996\u5e74\u5bf9EPS \u6709\u53cc\u4f4d\u6570\u8d21\u732e\u3002<\/p>\n

\u5f97\u76ca\u4e8e\u5317\u7f8e\u5e02\u573a\u826f\u597d\u7684\u8868\u73b0\u548c\u9488\u5bf9\u6750\u8d28\u53ca\u4ef7\u683c\u7b49\u65b9\u9762\u7684\u65f6\u5c1a\u521b\u65b0\uff0cCoach \u853b\u9a70\u54c1\u724c\u5df2\u7ecf\u8fde\u7eed\u4e09\u5b63\u53d6\u5f97\u540c\u5e97\u9500\u552e\u589e\u957f\uff0c\u56db\u5b63\u5ea6\u6309\u5e74\u4e0a\u53472%\uff0c\u4e0d\u53ca\u5e02\u573a\u671f\u671b\u76842.3%\uff0c\u6bdb\u5229\u7387\u5219\u5927\u5e45\u63d0\u9ad8\u4e86220\u4e2a\u57fa\u70b9\u81f369.6%\u3002Victor Luis \u5bf9\u5206\u6790\u5e08\u900f\u9732\u5317\u7f8e\u9500\u552e\u7ee7\u7eed\u9886\u6da8\uff0c\u5927\u4e2d\u534e\u533a\u548c\u65e5\u672c\u90fd\u6709\u79ef\u6781\u8868\u73b0\uff0c\u6b27\u6d32\u5219\u56e0\u4e3a\u9ad8\u5bf9\u6bd4\u57fa\u6570\u800c\u51fa\u73b0\u4e0b\u6ed1\u3002<\/p>\n

\u800cStuart Weitzman \u7684\u9500\u552e\u53ca\u5229\u6da6\u90fd\u7ee7\u7eed\u5982\u9884\u671f\u53d7\u5f00\u53d1\u53ca\u4ea4\u4ed8\u5ef6\u8fdf\u7684\u62d6\u7d2f\uff0c\u56db\u5b63\u5ea6\u51c0\u9500\u552e\u6309\u5e74\u5927\u8dcc17.0%\u81f37,300\u4e07\u7f8e\u5143\uff0c\u6bd4FactSet \u7efc\u5408\u9884\u671f\u76848,390\u4e07\u7f8e\u5143\u4f4e8.2%\uff0c\u66f4\u8f6c\u76c8\u4e3a\u4e8f\uff0c\u5f55\u5f971,700\u4e07\u7f8e\u5143\u7684\u7ecf\u8c03\u6574\u8425\u4e1a\u4e8f\u635f\u3002\u96c6\u56e2\u5728\u8d22\u62a5\u4e2d\u9884\u8ba1\u8be5\u54c1\u724c\u8981\u52302019\u8d22\u5e74\u4e8c\u5b63\u5ea6\u624d\u80fd\u6062\u590d\u9500\u552e\u589e\u957f\u3002<\/p>\n

\u56db\u5b63\u5ea6Tapestry Inc. \u7684\u6574\u4f53\u51c0\u9500\u552e\u4e3a14.837\u4ebf\u7f8e\u5143\uff0c\u7565\u80dc\u5e02\u573a\u9884\u6d4b\u768414.7\u4ebf\u7f8e\u5143\uff0c\u8f83\u53bb\u5e74\u540c\u671f11.338\u4ebf\u7f8e\u5143\u5927\u589e30.9%\uff0c\u56fa\u5b9a\u6c47\u7387\u8ba1\u589e\u5e45\u4e3a29%\uff0c\u4e3b\u8981\u56e0\u4e3aKate Spade \u54c1\u724c\u7684\u52a0\u5165\u3002\u51c0\u5229\u6da6\u4ece\u53bb\u5e74\u540c\u671f\u76841.517\u4ebf\u7f8e\u5143\u4e0a\u5347\u81f32.117\u4ebf\u7f8e\u5143\uff0c\u5347\u5e45\u8fbe39.6%\uff0cEPS \u4e5f\u4ece0.53\u7f8e\u5143\u63d0\u9ad8\u52300.73\u7f8e\u5143\u3002\u7ecf\u8c03\u6574EPS \u4e3a0.60\u7f8e\u5143\uff0c\u7565\u9ad8\u4e8e\u5e02\u573a\u9884\u671f\u76840.57\u7f8e\u5143\u3002<\/p>\n

2018\u8d22\u5e74\u5168\u5e74\u51c0\u9500\u552e\u540c\u6bd4\u4e0a\u6da831.0%\u81f358.8\u4ebf\u7f8e\u5143\uff0c\u7ba1\u7406\u5c42\u9884\u8ba1\u5f53\u524d2019\u8d22\u5e74\u5c06\u8fdb\u4e00\u6b65\u5b9e\u73b0\u4e2d\u4e2a\u4f4d\u6570\u589e\u957f\uff0c\u589e\u81f361-62\u4ebf\u7f8e\u5143\uff0c\u4f18\u4e8eThomson Reuters I\/B\/E\/S \u7684\u7efc\u5408\u9884\u671f60.8\u4ebf\u7f8e\u5143\u3002\u7ecf\u8c03\u6574EPS \u4f1a\u4ece2018\u8d22\u5e74\u76842.63\u7f8e\u5143\u4e0a\u5347\u81f32.70-2.80\u7f8e\u5143\uff0c\u7565\u900aThomson Reuters I\/B\/E\/S \u7684\u7efc\u5408\u9884\u671f2.83\u7f8e\u5143\u3002<\/p>\n

Cowen & Co. \u5206\u6790\u5e08Oliver Chen \u6307\u51fa\u8be5\u96c6\u56e2\u7684\u4e1a\u7ee9\u5c55\u671b\u5df2\u7ecf\u8fde\u7eed\u4e09\u5e74\u672a\u8fbe\u5e02\u573a\u9884\u671f\uff0c2019\u8d22\u5e74\u7684\u6307\u5f15\u662f\u8fd1\u5e74\u9996\u6b21\u8d85\u51fa\u5206\u6790\u5e08\u671f\u671b\u3002\u6b64\u524d\u5df2\u7ecf\u53d1\u5e03\u5b63\u7ee9\u7684Michael Kors Holdings Ltd. (NYSE:KORS) \u548cRalph Lauren Corp. (NYSE:RL) \u90fd\u4e0a\u8c03\u4e86\u5168\u5e74\u4e1a\u7ee9\u9884\u671f\uff0c\u73b0\u5728Tapestry Inc. \u7684\u8868\u73b0\u548c\u5c55\u671b\u66f4\u8fdb\u4e00\u6b65\u5370\u8bc1\u7f8e\u56fd\u8f7b\u5962\u65f6\u5c1a\u5e02\u573a\u7684\u590d\u82cf\u3002<\/p>\n

Victor Luis \u5728\u8d22\u62a5\u4e2d\u8868\u793a2019\u8d22\u5e74\u5bf9Kate Spade \u4f1a\u662f\u81f3\u5173\u91cd\u8981\u7684\u4e00\u5e74\uff0c\u7ba1\u7406\u5c42\u5c06\u4e13\u6ce8\u4e8e\u8be5\u54c1\u724c\u7684\u5168\u7403\u6269\u5f20\uff0c\u7279\u522b\u662f\u4f5c\u4e3a\u65b0\u5174\u54c1\u724c\u4e14\u5448\u73b0\u65e0\u9650\u5546\u673a\u7684\u4e2d\u56fd\u5e02\u573a\uff0c\u9996\u5e2d\u8d22\u52a1\u5b98Kevin Wills \u9884\u8ba1\u8be5\u54c1\u724c\u4eca\u5e74\u53ef\u5b9e\u73b0\u53cc\u4f4d\u6570\u9500\u552e\u589e\u957f\u3002<\/p>\n

\u5bf9\u4e8e\u4e2d\u7f8e\u8d38\u6613\u6218\u7684\u8bdd\u9898\uff0cKevin Wills \u5bf9\u5206\u6790\u5e08\u8868\u793a\u6b63\u5bc6\u5207\u6ce8\u610f\u7f8e\u56fd\u63d0\u9ad8\u624b\u888b\u7b49\u4ef7\u503c2,000\u4ebf\u7f8e\u5143\u4e2d\u56fd\u5546\u54c1\u8fdb\u53e3\u5173\u7a0e\u7684\u51b2\u51fb\uff0c\u4f46\u4ed6\u5f3a\u8c03Kate Spade \u88ab\u6536\u8d2d\u540e\u5df2\u7ecf\u88ab\u7eb3\u5165Tapestry Inc. \u4f9b\u5e94\u94fe\uff0c\u73b0\u5728\u96c6\u56e2\u53ea\u6709\u4e0d\u52305%\u7684\u624b\u888b\u4ea7\u81ea\u4e2d\u56fd\u3002\u516d\u5e74\u524d\u76842011\u5e74\uff0cCoach \u853b\u9a70\u624b\u888b\u7684\u4e2d\u56fd\u5236\u9020\u6bd4\u4f8b\u9ad8\u8fbe85%\u3002<\/p>\n

Tapestry Inc. \u4eca\u5929\u540c\u65f6\u5ba3\u5e03\u6536\u8d2dKate Spade \u7684\u65b0\u52a0\u5761\u3001\u9a6c\u6765\u897f\u4e9a\u548c\u6fb3\u6d32\u4e1a\u52a1\uff0c\u5e76\u6536\u56deStuart Weitzman \u7684\u5357\u4e2d\u56fd\u7279\u8bb8\u7ecf\u8425\u6743\u3002\u800cCoach \u853b\u9a70\u81ea2009\u5e74\u5f00\u59cb\u53d8\u9646\u7eed\u4e70\u65ad\u4e86\u5357\u97e9\u3001\u6fb3\u95e8\u7b49\u4e9a\u6d32\u5e02\u573a\u7684\u96f6\u552e\u4e1a\u52a1\uff0cStuart Weitzman \u4e5f\u5728\u4eca\u5e742\u6708\u6536\u56de\u4e86\u4e2d\u56fd\u5317\u90e8\u7684\u7279\u8bb8\u7ecf\u8425\u6743\u3002<\/p>\n

Victor Luis \u5728\u7535\u8bdd\u4f1a\u8bae\u4e0a\u6307\u51fa\u672a\u6765\u4e00\u5e74\u96c6\u56e2\u7684\u7b2c\u4e00\u8981\u52a1\u5c31\u662f\u4e2d\u56fd\u5e02\u573a\u3002\u5728\u6536\u8d2dKate Spade \u524d\u76842017\u8d22\u5e74\uff0c\u5927\u4e2d\u534e\u533a\u4e3aCoach \u853b\u9a70\u548cStuart Weitzman \u8d21\u732e14%\u7684\u9500\u552e\u3002Coach \u853b\u9a70\u9996\u5e2d\u6267\u884c\u5b98Josh Schulman \u900f\u9732\u4eca\u5e74\u8be5\u54c1\u724c\u4f1a\u5728\u4e2d\u56fd\u83b7\u5f97\u524d\u6240\u672a\u6709\u7684\u6295\u8d44\u548c\u5173\u6ce8\uff0c\u63a8\u5e7f\u5f00\u652f\u4f1a\u5927\u589e\uff0c\u56e0\u4e3a\u54c1\u724c\u8bf7\u6765\u4e86\u5173\u6653\u5f64\u548c\u8bb8\u9b4f\u6d32\u4e3a\u5e7f\u544a\u51fa\u955c\uff0c\u4eca\u5e7412\u6708\u66f4\u5c06\u9996\u6b21\u628a\u65f6\u88c5\u79c0\u79fb\u5e08\u4e0a\u6d77\uff0cKevin Wills \u9884\u8ba1\u4e2d\u56fd\u4e1a\u52a1\u548c\u5bf9\u6d77\u5916\u65c5\u6e38\u7684\u4e2d\u56fd\u987e\u5ba2\u9500\u552e\u90fd\u80fd\u5f97\u5230\u63d0\u632f\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u8be5\u96c6\u56e2\u4eca\u5e74\u6709\u9650\u7684\u65b0\u5e97\u8ba1\u5212(\u542b\u4e0a\u8ff0\u6536\u8d2d\u8ba1\u5212\u517160-70\u5e97)\u5c06\u4e3b\u8981\u90e8\u7f72\u4e2d\u56fd\u5e02\u573a\uff0c\u5317\u7f8e\u53ca\u65e5\u672c\u5219\u4f1a\u7ee7\u7eed\u4f18\u5316\u95e8\u5e97\u7f51\u7edc\u3002<\/p>\n

Stuart Weitzman \u65b0\u9996\u5e2d\u6267\u884c\u5b98Eraldo Poletto \u8868\u793a\u4ed6\u4eec\u5c06\u5728\u4e2d\u56fd\u5f00\u5c55\u7f51\u7ea2\u63a8\u5e7f\u8ba1\u5212\uff0c\u8fdb\u4e00\u6b65\u63d0\u9ad8\u5f53\u5730\u7684\u54c1\u724c\u77e5\u540d\u5ea6\u3002<\/p>\n

\u5468\u4e8c\u5348\u76d8Tapestry Inc. (NYSE:TPR) \u7684\u76d8\u4e2d\u6700\u5927\u5347\u5e45\u8fdb\u4e00\u6b65\u6269\u5927\u81f314.5%\uff0c\u9ad8\u89c154.35\u7f8e\u5143\uff0c\u5c062018\u5e74\u8fc4\u4eca\u7684\u7d2f\u8ba1\u5347\u5e45\u63d0\u9ad8\u5230\u4e24\u6210\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u3000\u3000Kate Spade \u901a\u8fc7\u51cf\u5c11\u4fc3\u9500\u6298\u6263\u523a\u6fc0\u9500\u552e\u660e\u663e\u6539\u5584\uff0c\u63a8\u52a8\u540c\u65f6\u62e5\u6709Coach \u853b\u9a70\u548cStuart Wei […]<\/p>\n","protected":false},"author":3,"featured_media":75508,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[],"class_list":["post-75506","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-qyzx"],"_links":{"self":[{"href":"https:\/\/www.htt.hk\/index.php?rest_route=\/wp\/v2\/posts\/75506","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.htt.hk\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.htt.hk\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.htt.hk\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.htt.hk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=75506"}],"version-history":[{"count":1,"href":"https:\/\/www.htt.hk\/index.php?rest_route=\/wp\/v2\/posts\/75506\/revisions"}],"predecessor-version":[{"id":75509,"href":"https:\/\/www.htt.hk\/index.php?rest_route=\/wp\/v2\/posts\/75506\/revisions\/75509"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.htt.hk\/index.php?rest_route=\/wp\/v2\/media\/75508"}],"wp:attachment":[{"href":"https:\/\/www.htt.hk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=75506"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.htt.hk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=75506"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.htt.hk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=75506"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}