由于供应链混乱，Gap
的销售额损失了 3 亿美元
Gap 表示，由于与 Covid 相关的工厂关闭以及港口的积压严重阻碍了其按时将商品送入商店的能力，它在假期前损失了 3 亿美元的销售额。
Gap 首席执行官索尼娅·辛格尔 (Sonia Syngal) 周二在与分析师举行的公司第三季度财报电话会议上表示：“虽然我们已经计划应对已知的供应链限制……但随着数周变成数月，对我们业务的冲击持续时间比预期的要长。
消息传出后，Gap (GPS) 股价周三下跌了 21%。
辛格尔说，由于第二波冠状病毒爆发，越南为 Gap 生产服装和鞋子的工厂在夏季关闭了数周。 Gap 多达 30% 的生产在越南进行。
“我们最大的制造国越南 2.5 个月的关闭以及港口拥堵都影响了我们充分满足强劲客户需求的能力，”Syngal 说。
Gap Inc. 在其公司保护伞下经营 Gap、Old Navy、Banana Republic 和 Athleta 商店，该公司表示，现在预计第四季度的销售额也将因供应链中断而损失 2.5 亿至 3.5 亿美元。
Syngal 表示，Old Navy 是其销售额表现最好的品牌之一，受越南工厂关闭的影响最大，尤其是其女性产品。
她说，Gap 已采取措施减少假期产品的延误，包括花费 3.5 亿美元空运今年 35% 的假期商品。它还在可能的情况下将一些库存运送到东海岸港口，以绕过西海岸港口的拥堵。
如果说有亮点的话，那就是与 Kanye West 合作推出的 Gap Yeezy 系列。
Syngal 表示，该品牌 90 美元的 Yeezy 连帽衫是 Gap.com 历史上单日单日销量最高的产品，这是该系列于 9 月推出的第二款产品。
Gap lost $300 million in sales because of supply chain mess
New York (CNN)Gap said it lost $300 million in sales heading into the holiday season because of Covid-related factory closures, and backlogs at ports that significantly stalled its ability to get merchandise into stores on time.
"While we had planned into the known supply chain constraints .... the shock to our business persisted longer than anticipated as weeks turned into months, Gap CEO Sonia Syngal said Tuesday during the company's third quarter earnings call with analysts.
Gap (GPS) shares tumbled 21% Wednesday on the news.
Syngal said factories in Vietnam that produce clothing and shoes for Gap were closed for several weeks over the summer because of a second wave of a coronavirus outbreak. As much as 30% of Gap's production takes place in Vietnam.
"The 2.5-month closure of our top manufacturing country, Vietnam, as well as port congestion both affected our ability to fully meet strong customer demand," said Syngal.
Gap Inc., which operates Gap, Old Navy, Banana Republic and Athleta stores under its corporate umbrella, said it now expects to also lose between $250 million and $350 million in sales in the fourth quarter from supply chain disruptions.
Old Navy,which is among its best-performing brands in terms of sales, was the most impacted by Vietnam factory closures — particularly for its women's products, said Syngal.
Gap has taken steps to mitigate holiday product delays, she said, including spending $350 million to air freight 35% of this year's holiday merchandise. It also, where possible, routed some inventory to East Coast ports to bypass the congestion in ports on the West Coast.
If there is a bright spot, it's the Gap Yeezy line, launched in collaboration with Kanye West.
Syngal said the label's $90 Yeezy hoodie, the second item in the collection which launched in September, delivered the most sales by an item in a single day in Gap.com's history.
