异动解读 | 科蒂夜盘大跌13.02%,因撤销全年业绩展望及新任CEO对业绩表示失望

异动解读
Feb 06

科蒂(COTY)今日夜盘股价大幅下挫13.02%,引发了市场的广泛关注。

消息面上,科蒂宣布撤销其此前为2026财年设定的息税折旧摊销前利润(EBITDA)与自由现金流业绩指引。新任临时首席执行官马库斯·斯特罗贝尔(Markus Strobel)表示,公司过去18个月的财务业绩“令人失望”,且当前的股价反映了这一现实。同时,公司预计第三季度毛利率将同比下降200至300个基点,调整后的EBITDA也将远低于市场预期。

此外,科蒂启动了名为“Coty.Curated”的新战略,旨在将工作重心转向核心品牌,减少业务复杂性,以应对日益激烈的市场竞争和挑战。这一系列负面消息严重打击了投资者信心,导致了股价在夜盘交易时段的大幅下跌。

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