异动解读 | 科蒂股价盘中大跌近10%,下调年度利润预期

异动解读
07 May

美国知名美妆公司科蒂(COTY)周三盘中股价大跌9.86%,引发市场关注。这一显著下跌主要源于公司下调了2025财年的利润预期,反映出公司面临的经营压力。

据悉,科蒂因宏观经济和关税不确定性的影响,将2025财年每股收益预期从此前的0.50-0.52美元下调至0.49-0.50美元。公司表示,根据目前的关税预期,预计毛利将减少1亿美元,这一影响将在2026财年显现。此外,科蒂还面临香水市场放缓、零售商库存增加(尤其是在美国)等多重不利因素的影响,公司还将投资者日至少推迟了几个月。

值得注意的是,科蒂此前对增长的可持续性表现出信心,此次突然下调预期令投资者感到沮丧。在此之前,科蒂股价已经在今年累计下跌26%。作为一家全球知名的护肤品和香水生产商,科蒂的业绩下滑可能反映出整个美妆行业面临的挑战,投资者需密切关注行业动态和公司后续表现。

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