异动解读 | Ulta美容盘前大涨5.63%,Q3业绩超预期并上调全年指引

异动解读
Dec 05, 2025

Ulta美容(ULTA)今日盘前股价大涨5.63%,引起了市场的广泛关注。

消息面上,Ulta美容公布的第三季度业绩远超华尔街预期,营收和利润均超出预期,同店销售额接近预期的两倍。公司同时上调了全年业绩预期,预计全年销售额约为123亿美元,高于此前预期的120亿至121亿美元;每股收益预计在25.20美元至25.50美元之间,高于此前预期的23.85美元至24.30美元。

Ulta美容首席执行官Kecia Steelman表示,新品组合、改进的店内和数字体验以及营销举措推动了强劲的销售业绩。此外,彩妆和护肤产品的强劲需求、电子商务表现突出以及库存损耗减少等因素也促进了业绩增长。

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