BUZZ-券商观点：<a href="https://laohu8.com/S/EL">雅诗兰黛</a>复苏势头增强，增长范围扩大8月20日 - ** 雅诗兰黛（EL.N）周三 (link) 预测年度利润将高于市场预期，其增长将得益于首席执行官的扭亏为盈战略、奢侈品香水的稳定需求以及中国市场的强劲表现
** 预计2027财年经调整每股收益（EPS）为3.10美元至3.35美元，其中值高于LSEG汇编的数据所显示的3.18美元预期
** 第四季度销售额和调整后每股收益分别为36.3亿美元和39美分，分别高于市场预期的35.4亿美元和32美分
** 覆盖该股的29家券商给出的目标价中位数为106美元
业务复苏势头增强，但执行力仍是关键
** 摩根大通(维持“增持”评级，目标价112美元) 表示，EL各业务板块正全面复苏，但投资者需要看到持续的执行力和稳定的业绩表现，才能完全恢复对该公司前景的信心
** 派杰证券（Piper Sandler）(给予“增持”评级，目标价：115美元) 表示，EL正实现全面增长，北美市场需求改善、彩妆业务及中国市场的增长将支撑未来更强劲的盈利表现
** B. Riley Securities(“中性”评级，目标价：100美元) 指出，美国销售额重回增长、旅游零售业复苏以及利润率提升均表明业务转型势头正强，尽管股价已充分反映了大部分乐观预期
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