消息面上,雅诗兰黛CEO Stephane de La Faverie此前确认公司正与西班牙美妆集团Puig就潜在业务合并进行谈判,尽管尚无正式公告,但并购预期持续发酵。此外,公司三季报显示盈利2.98亿美元,较上年同期亏损5.87亿美元大幅改善,叠加外资美妆品牌在华业绩回暖趋势,市场对公司基本面修复与战略整合前景给予积极定价。此前公司因2.1亿美元和解代购依赖集体诉讼一度承压,但并购重组预期成为新的估值催化剂。
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