美国化妆品公司e.l.f. Beauty Inc.（ELF）股价在夜盘交易中大跌10.77%，引发市场关注。这一跌幅主要源于公司发布的最新财报及未来展望。
根据公司公告，e.l.f. Beauty预计2026财年上半年的核心利润率将下降至约20%，低于2025财年同期的23%。造成这一下降的主要原因是关税成本的上升。为应对这一挑战，公司采取了多项措施，包括优化供应链、实现业务多元化以及提高产品价格。值得注意的是，公司已将来自中国的产量从2019年的约100%降至略低于75%。
此外，e.l.f. Beauty连续第二次未对2026财年作出预测，这也加剧了投资者的担忧。分析人士指出，由于特朗普政府难以预测的贸易政策，特别是与东南亚有关的政策，许多零售商正面临需求减弱的挑战，难以制定明确的商业计划。尽管如此，e.l.f. Beauty在本季度的表现仍然超出市场预期，季度收入达到3.537亿美元，高于分析师预估的3.503亿美元。经调整后的每股收益为89美分，同样超过了预期的84美分。公司在沃尔格林、塔吉特和通用美元等药店和超市的销售表现强劲，特别是其素食唇油和腮红等产品需求旺盛。
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