美容零售商Ulta美容(ULTA)今日盘前股价大跌8.60%，引发了市场的广泛关注。
消息面上，公司稍早前公布了第四季度财报，业绩表现喜忧参半。虽然营收达到39亿美元，超过了市场预期的38亿美元，但每股收益为8.01美元，略低于分析师预期的8.03美元。更为关键的是，公司对2026财年的业绩指引中值为摊薄每股收益28.30美元，略低于市场此前预期的28.40美元中值。
此外，公司预计2026财年同店销售额增长2.5%至3.5%，其上限仅与市场此前预测的最高值持平，缺乏惊喜。公司对“全球冲突”的潜在影响持谨慎态度，同时成本上升也拖累了利润率。财报公布后，包括Piper Sandler、杰富瑞和摩根大通在内的多家华尔街机构下调了该股的目标价。这些因素共同导致了投资者对公司短期盈利能力和未来增长势头的担忧，从而在盘前交易中抛售股票。
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