雅诗兰黛集团的战略转型正显现积极信号。雷蒙德詹姆斯公司分析师在最新研报中指出，这家拥有MAC和Smashbox等美妆品牌的企业，在其两大核心市场——美国与中国——的销售趋势已呈现改善态势。分析师强调："我们观察到持续增长机遇，其驱动力来自加速的产品创新、优化品牌组合及强化营销投入。"
值得关注的是，雅诗兰黛正积极布局高增长渠道以实现业务多元化。目前其在线销售额已占据总销售额近三分之一，其中亚马逊和TikTok Shop成为重点拓展平台。与此同时，集团正逐步降低对传统百货渠道的依赖度。
分析师预测，2026年将成为雅诗兰黛开启多年利润复苏周期的起点。基于此判断，雷蒙德詹姆斯将雅诗兰黛评级从"与大市同步"上调至"强力买入"。受此利好消息影响，雅诗兰黛股价在盘前交易中攀升3.4%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.