美国经济型化妆品零售商e.l.f. Beauty Inc.（ELF）周三盘后股价大跌5.86%，引发市场关注。这一跌势与公司宣布以约10亿美元收购名模海莉·比伯（Hailey Bieber）的彩妆和护肤品牌Rhode密切相关。
根据公告，e.l.f. Beauty将以现金和股票相结合的方式向Rhode股东支付8亿美元，并在满足某些业绩条件的情况下额外支付2亿美元。这笔交易标志着e.l.f. Beauty战略的重大转变，将使其进军高端美容市场。然而，高昂的收购成本似乎引发了投资者的担忧，导致股价下跌。
值得注意的是，e.l.f. Beauty在财报电话会议上没有提供2026财年的业绩预测，理由是进口关税的不确定性。公司表示，约75%的产品来自中国，低于2019年的100%，并计划将部分产品提价1美元以应对关税压力。这些因素可能进一步加剧了投资者的忧虑，对股价造成压力。尽管如此，e.l.f. Beauty首席执行官Tarang Amin表示，收购Rhode将进一步丰富公司的产品组合，有助于将最好的品牌产品变得触手可及。
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