<p>在广泛股市因降息而飙升的今天，休闲鞋专家 <strong>斯凯奇</strong>(SKX -9.62%) 却走向了相反的方向，在一次行业会议上告诉投资者中国销售疲软，股价随之下跌了 9.6%。</p>
<p>因此，股价在这一消息的影响下收盘下跌了 9.6%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTEzMTQvc2hvcHBpbmctZm9yLXNuZWFrZXJzLW5pa2UtYWRpZGFzLWF0aGxldGljLWFwcGFyZWwuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTEzMTQvc2hvcHBpbmctZm9yLXNuZWFrZXJzLW5pa2UtYWRpZGFzLWF0aGxldGljLWFwcGFyZWwuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>中国市场困境持续</h2>
<p>斯凯奇并非唯一一家在中国市场陷入困境的美国消费者自主公司，<strong>耐克</strong>、<strong>苹果</strong> 和 <strong>星巴克</strong> 都报告了在这个世界第二大经济体中的疲软业绩，但投资者对最新消息感到失望。</p>
<p>在 <strong>富国银行</strong> 消费者大会上，斯凯奇管理层表示在一些亚洲市场面临挑战，&#34;中国正面临相当严重的消费者自主压力。&#34; 它还称这种情况&#34;比预期的要糟糕一些&#34;，并表示正在专注于重新制定其战略。</p>
<p>斯凯奇没有就市场疲软提供具体指引，但投资者对这一消息的解读不佳，认为这意味着下半年的业绩将不如预期。</p>
<p>中国市场占其销售额的约 15%，管理层在其二季度财报中提到了中国市场的挑战，称 6 月 18 日的购物节销售结果低于预期。</p>
<h2>斯凯奇的未来展望</h2>
<p>考虑到中国市场仅占公司营收的 15%，投资者可能对这一消息反应过度，尽管公司决定不更新指引可能会让投资者认为影响将特别负面。</p>
<p>在一个竞争激烈的鞋类行业中，斯凯奇在第二季度收入增长了 7%，这应该让投资者信心倍增。</p>
<p>鉴于中国市场的挑战并非特定于斯凯奇，这并不是卖出该股票的理由。斯凯奇在长期内应该会表现良好。</p>

斯凯奇

<p>Skechers 的股价在公司在一次行业会议上报告中国销售低于预期后下跌了 9.6%。尽管整体市场出现了反弹，Skechers 在亚洲市场，特别是中国市场面临挑战，中国市场占其销售额的 15%。管理层表示，消费者自由支出压力比预期更严重，导致投资者对下半年业绩感到担忧。然而，一些分析师认为市场反应可能是过度反应，因为 Skechers 在第二季度实现了 7% 的营收增长</p>

<p>While the broad stock market was soaring on interest rate cuts today, <strong>Skechers</strong>(SKX -9.62%), the casual footwear specialist, was moving in the opposite direction, tumbling after it told investors that China sales were weaker than expected at an industry conference.</p>
<div class="lb-trans"><p>在广泛股市因降息而飙升的今天，休闲鞋专家 <strong>斯凯奇</strong>(SKX -9.62%) 却走向了相反的方向，在一次行业会议上告诉投资者中国销售疲软，股价随之下跌了 9.6%。</p>
</div><p>As a result, the stock finished down 9.6% on the news.</p>
<div class="lb-trans"><p>因此，股价在这一消息的影响下收盘下跌了 9.6%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTEzMTQvc2hvcHBpbmctZm9yLXNuZWFrZXJzLW5pa2UtYWRpZGFzLWF0aGxldGljLWFwcGFyZWwuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F791314%2Fshopping-for-sneakers-nike-adidas-athletic-apparel.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>China struggles continue</h2>
<div class="lb-trans"><h2>中国市场困境持续</h2>
</div><p>Skechers is far from the only U.S. consumer-discretionary company that's struggling in China as <strong>Nike</strong>, <strong>Apple</strong>, and <strong>Starbucks</strong> have all reported weak results in the world's No. 2 economy, but investors were disappointed by the latest update.</p>
<div class="lb-trans"><p>斯凯奇并非唯一一家在中国市场陷入困境的美国消费者自主公司，<strong>耐克</strong>、<strong>苹果</strong> 和 <strong>星巴克</strong> 都报告了在这个世界第二大经济体中的疲软业绩，但投资者对最新消息感到失望。</p>
</div><p>At the <strong>Wells Fargo</strong> Consumer Conference, Skechers management said it's facing some challenges in some Asian markets, and &#34;China is having some pretty severe consumer discretionary pressures.&#34; It also called them a &#34;bit worse than anticipated&#34; and said it was focused on resetting its strategy.</p>
<div class="lb-trans"><p>在 <strong>富国银行</strong> 消费者大会上，斯凯奇管理层表示在一些亚洲市场面临挑战，&#34;中国正面临相当严重的消费者自主压力。&#34; 它还称这种情况&#34;比预期的要糟糕一些&#34;，并表示正在专注于重新制定其战略。</p>
</div><p>Skechers didn't give specific guidance around the weaker conditions, but investors interpreted the news poorly, believing it meant that second-half results would be worse than expected.</p>
<div class="lb-trans"><p>斯凯奇没有就市场疲软提供具体指引，但投资者对这一消息的解读不佳，认为这意味着下半年的业绩将不如预期。</p>
</div><p>China makes up roughly 15% of its sales, and management alluded to challenges in China in its second-quarter earnings report, saying that results from the June 18 shopping holiday were weaker than expected.</p>
<div class="lb-trans"><p>中国市场占其销售额的约 15%，管理层在其二季度财报中提到了中国市场的挑战，称 6 月 18 日的购物节销售结果低于预期。</p>
</div><h2>What's next for Skechers</h2>
<div class="lb-trans"><h2>斯凯奇的未来展望</h2>
</div><p>Considering that China makes up just 15% of the company's revenue, investors may be overreacting to the news, though the company's decision to not update guidance could lead investors to believe that the impact will be especially negative.</p>
<div class="lb-trans"><p>考虑到中国市场仅占公司营收的 15%，投资者可能对这一消息反应过度，尽管公司决定不更新指引可能会让投资者认为影响将特别负面。</p>
</div><p>Skechers has fared reasonably well in a challenging environment in the footwear industry with revenue up 7% in Q2, which should give investors confidence.</p>
<div class="lb-trans"><p>在一个竞争激烈的鞋类行业中，斯凯奇在第二季度收入增长了 7%，这应该让投资者信心倍增。</p>
</div><p>Given that the challenges in China aren't specific to Skechers, this doesn't look like a reason to sell the stock. Skechers should be fine over the long run.</p>
<div class="lb-trans"><p>鉴于中国市场的挑战并非特定于斯凯奇，这并不是卖出该股票的理由。斯凯奇在长期内应该会表现良好。</p>
</div>

斯凯奇的股票今天为何下跌