[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciodd92367f":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciodd92367f","盘后大跌！中东战火蔓延至美妆零售：通胀恐挤压消费预算，Ulta-Beauty今年财报指引不及预期","\u002Fdoc\u002Fdciodd92367f","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，化妆品零售商Ulta Beauty(ULTA)继续保持强劲的同店销售增长和优于预期的净销售额，但第四季度利润不及预期以及 2026 财年业绩指引疲软令投资者失望，截至发稿，该股收盘后下跌8.08%。今年以来，该股累计上涨约3.3%，跑赢标普500指数。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">四季度，得益于其Beauty Unleashed战略的成功、同店销售额的增长以及对Space NK的收购，营收业绩继续表现出色，第四季度净销售额增长11.8%，达到高于普遍预期的39亿美元，而同店销售额增长5.8%，高于2024年第四季度的1.5%，也高于增长4.25%的预期。不过，每股盈利8.01美元，低于去年同期的8.46美元，比华尔街的预期低2美分。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该公司公布的本年度业绩指引低于华尔街预期。根据该公司声明，同店销售额(衡量线上和至少营业一年的实体店的收入)预计今年将增长2.5%至3.5%，中值低于分析师3.5%的平均预期。每股收益的中值也仅略低于平均预期——预计在28.05美元至28.55美元之间，中值为28.30美元，也低于市场普遍预期的28.58美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该公司表示，由于固定支出和收入的减少，其毛利润占净销售额的百分比略有下降，但库存损耗减少和供应链效率提高抵消了这一影响。毛利润占销售额的百分比下降了10个基点至 38.1%，而其营业利润率从一年前的 14.8% 下降至 12.2%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">虽然在首席执行官Kecia Steelman的领导下，这家化妆品连锁店实现了强劲的收入增长，并扩展到了中东等地区，但前景表明，在地缘政治动荡加剧和持续的成本压力下，Ulta 正在采取谨慎的态度。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在美国，化妆品需求依然强劲。Ulta 丰富的产品线，从大众市场到高端产品，也吸引了众多消费者。为了吸引更年轻、更富裕的消费者，Ulta 依靠名人拥有的高端品牌，例如碧昂丝的 Cecred 护发系列和蕾哈娜的 Fenty Skin Body，同时还开展了以科勒·卡戴珊和帕丽斯·希尔顿为主角的假日宣传活动。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">但市场充满不确定性，中东紧张局势升级导致能源价格飙升，并扰乱了全球航运，引发了人们对消费者经济压力的担忧，而美国消费者目前已经面临着通货膨胀的困扰。尤其是中低收入消费者，他们一直在减少可自由支配的支出，将更多捉襟见肘的预算投入到食品杂货等日常必需品中。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">上个月，雅诗兰黛(EL)已预测，由于美洲市场需求疲软，以及在新任首席执行官的领导下进行改革，加大对高端价格档次的产品投入和营销力度，其年度利润将低于预期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Ulta还面临着来自塔吉特(TGT)、沃尔玛(WMT)的激烈竞争——这些大型零售商正在扩大美容产品线，并搭上韩妆产品需求激增的顺风车。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Zacks Investment Research 的股票策略师 Ethan Feller 表示“Ulta Beauty 作为领先的专业美容零售商的地位毋庸置疑，但 Sephora、亚马逊以及越来越多的直接面向消费者的品牌都在争夺同一消费者的钱包。即使身居领导地位，当估值相对于增长前景过高时，也无法避免多次股价下跌。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]