巴克莱下调欧莱雅、爱生雅和普伊格评级,因美妆市场格局变化

英为财情
Jul 15, 2025

Investing.com - 巴克莱在周二发布的一份报告中下调了欧莱雅、爱生雅和普伊格的评级,理由是全球美妆市场结构性变化和竞争加剧。该银行将欧莱雅和爱生雅下调至"减持",将普伊格下调至"中性"。汉高被上调至"增持",而拜尔斯道夫的"增持"评级则得以维持。欧莱雅评级下调反映了其市场表现优势下降,2024年仅为1.1倍,低于20年平均水平1.2倍和30年平均水平1.4倍。巴克莱预测欧莱雅2025...

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