BUZZ-分析师称梅西百货和 Ulta Beauty 走高，因竞争对手萨克斯全球陷入困境

路透中文

Jan 09

BUZZ-分析师称<a href="https://laohu8.com/S/M">梅西百货</a>和 Ulta Beauty 走高，因竞争对手萨克斯全球陷入困境

1月8日 - ** 连锁百货公司梅西百货M.N和化妆品零售商Ulta BeautyULTA.O股价分别上涨6%和~1%。

** 包括盘中走势在内，ULTA 连续四个交易日上涨，而 M 在过去五个交易日中有四个交易日上涨

** 晨星研究公司（Morningstar Research）分析师戴维-斯沃茨（David Swartz）表示，梅西百货旗下高端连锁百货公司布鲁明戴尔百货公司（Bloomingdale's）可能会从直接竞争对手萨克斯全球百货公司（Saks Global）持续的库存 (link)、现金流问题 (link)，从而获得一些份额。

** 斯沃茨说，布鲁明戴尔百货很可能已经从萨克斯去年的疲软中获益。

** 分析师补充说，如果萨克斯倒闭，Ulta 也可以从其门店对高端化妆品和香水的需求中获益。

** 2025 年，M 增长 30%，ULTA 增长 39

(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)

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