美国化妆品公司e.l.f. Beauty Inc.（股票代码：ELF）在夜盘交易中股价大跌10.77%，引发市场关注。这一显著跌幅主要源于公司最新发布的财务展望。
据公司最新公告，e.l.f. Beauty预计2026财年上半年的核心利润率将出现下降，主要原因是关税成本上升。公司预计2026财年上半年调整后的未计利息、税项、折旧及摊销前利润率约为20%，相比2025财年同期的23%有所下滑。这一消息引发了投资者的担忧，导致股价在盘后交易中大幅下跌。
尽管面临挑战，e.l.f. Beauty仍在积极采取措施应对。公司表示正在优化供应链，实现业务多元化，并采取提价策略来应对关税带来的不利影响。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%。同时，e.l.f. Beauty的季度收入达到3.537亿美元，超过了分析师预期的3.503亿美元，显示出公司在零售和在线渠道的销售增长依然强劲。这些积极因素或许能在一定程度上缓解投资者的担忧，但短期内股价仍可能面临压力。
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