2023年5月4日

5月4日发布,2023年CPP-LUXURY 0雅诗兰黛公司公司股票周三下跌,因在2023年该公司下调了对销售的预期。调整后每股收益为公司第三季度的财政去年同期下降了75%,而净销售额落后12%。亚洲旅行复苏拖累增长慢于预期,根据雅诗兰黛管理。“实际影响我们的业务在亚洲零售和中国旅行,在较小程度上,已经比我们预期的更大,“雅诗兰黛CFO特蕾西特拉维斯公司的财报电话会议上说。旅游零售是指免税销售诸如机场、航空公司和邮轮,等等。零售商现在预计2023财年销售下降10%到12%。该公司先前指导下降5%到7%。雅诗兰黛股票周三在市场开放了创纪录的21%,缩减亏损最终收跌17%。全球旅游零售有机当季销售下降了45%,根据雅诗兰黛。零售商将其净销售额下降特别是亚洲旅行零售在海南和韩国。 Broadly, the skincare category dropped 17% from a year ago, which Estee Lauder also attributed to lingering COVID-19 related shutdowns. COVID-19 related policy in China has been far stricter than Western countries like the U.S. As recently as March, Chinese cities have utilized lockdowns to limit the spread of diseases. On April 29, China removed PCR test requirements for inbound traverlers.”Obviously in pandemic, travel retail has been more difficult to predict,” Estee Lauder CEO Fabizio Freda said. He noted, though, that there were positives to the channel long-term The sales declines contrast the results of others operating in Asia and the makeup industry as a whole. On April 12, LVMH (MC.PA) boasted a 17% revenue jump from the prior year amid a “significant rebound” in China. In March, Ulta Beauty (ULTA) reported a 15.6% comparable sales increase as beauty products have largely been viewed as resilient amid the current macroeconomic uncertainty. With that backdrop, the slowdown at Estee Lauder in the third quarter was worse than some analysts had feared. But Wall Street analysts remain bullish on the stock. There are 24 Buys, 9 Holds, and 1 Sell on Estee Lauder, combining for an average price target of $289, according to Bloomberg Consensus Data. “It’s been difficult to predict the timing of all of this recovery,” Freda said. “But we do know that recovery is happening. So we don’t believe there is an issue at all with prestige beauty.” Estee Lauder Follow us