Ulta美容(ULTA)盘前涨超3% 第二季营收同比增长7.7%至28亿美元 胜分析师预期

金吾财讯
Aug 29, 2025

金吾财讯 | Ulta美容(ULTA)盘前涨超3%,截至发稿,报549.360美元。消息面上,Ulta美容第二季度业绩超出预期,并上调了全年业绩预期,尽管该公司同时警告称消费者可能会出现消费减少的情况。Q2净利润从上年同期的2.526亿美元(每股5.30美元)增长至2.609亿美元(每股5.78美元)。营收同比增长7.7%至28亿美元,高于分析师预期。预计下半年的同店销售额将持平或仅小幅增长(增幅在低个位数百分比范围内)——即Ulta目前预计今年的同店销售额将增长2.5%至 3.5%,而此前的预期为不超过 1.5%。公司预计2025财年的销售额将在120亿至121亿美元之间,高于此前预计的最高117亿美元;预计每股收益将在23.85美元至24.30美元之间,高于此前预计的22.65美元至23.20美元。该公司曾于5月就已上调了年度利润预期以及全年销售额的上限区间。

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