异动解读 | Ulta美容盘后大涨7.81%,因上调年度利润预期且Q1业绩超预期

异动解读
Jun 03

Ulta美容(ULTA)今日盘后股价大涨7.81%,引发了市场广泛关注。

消息面上,该公司上调了年度利润预期,预计全年每股收益将在28.36美元至28.80美元之间,高于此前预测的28.05美元至28.55美元。同时,公司披露的第一财季业绩也全面超出市场预期,每股收益(EPS)为7.74美元,远超市场一致预期的6.86美元,营收为31.64亿美元,亦高于预期。业绩超预期主要得益于高价商品需求的韧性以及库存相关损失的减少,这有助于抵消门店扩张和营销支出增加带来的成本压力。

在首席执行官凯西亚·斯蒂尔曼的领导下,Ulta Beauty正处于转型期,其各门店销售额均有所增长,这主要得益于富裕和年轻消费者在香水及护肤等时尚高利润品牌上的消费。尽管今年以来该股累计下跌,但此次业绩和预期的积极调整提振了市场信心。

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