据雅诗兰黛公司10月31日公布的财报数据显示,截至9月底的第一财季,该公司实现净销售33.6亿美元,同比下滑4%,经调整后每股收益仅为14美分,低于市场预期的9.2美分。业绩不佳主要源于中国内地和亚洲旅游零售市场需求减弱,令公司在这些关键市场的销售额下滑。
受业绩承压影响,雅诗兰黛随后意外宣布撤回了2025财年的全年业绩预期指引,并将削减季度股息支付金额。这一举措显示出雅诗兰黛管理层对于公司短期内业绩能否复苏缺乏信心。据悉,撤销业绩指引的原因不仅是中国内地经济复苏前景的不确定性,公司即将发生的首席执行官人员变动也是重要因素。
从明年1月1日起,内部人士斯蒂芬·德拉法韦里将接替现任CEO法布里奇奥·弗雷达掌管雅诗兰黛。此次管理层的换防亦给公司运营带来不确定性。受上述消息影响,雅诗兰黛10月31日美股盘前一度大跌逾20%。
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