异动解读 | 业绩超预期且上调全年指引,Ulta Beauty盘中大涨14.76%

异动解读
May 30, 2025

美国化妆品零售巨头Ulta Beauty(ULTA)周五盘中股价大涨14.76%,主要受益于公司发布的强劲季度业绩报告以及上调的全年业绩预期。

根据公司公告,Ulta Beauty第一季度调整后每股收益达6.72美元,远超分析师预期的5.81美元。季度销售额为28.5亿美元,同比增长4.5%,也高于市场预期的27.9亿美元。此外,公司可比销售额同比增长2.9%,其中平均客单价增长2.3%,交易量增长0.6%。

更值得注意的是,Ulta Beauty上调了2025财年的业绩展望。公司预计全年每股利润将在22.65美元至23.20美元之间,高于此前预期的22.50美元至22.90美元。同时,公司将可比销售额增长预期从此前的0-1%上调至0-1.5%。受此利好消息影响,多家华尔街分析机构纷纷上调了Ulta Beauty的目标价,进一步推动了股价的上涨。

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