雅诗兰黛盘中大跌5.05%,引发外界关注。这在一定程度上源自该公司最新季度业绩的疲弱表现。
根据2月4日公布的2025财年第二季度(截至2024年12月31日)财报,雅诗兰黛集团净销售额为40.04亿美元,同比下滑6%,净亏损达5.8亿美元。按产品类别看,公司护肤品净销售额下降12%,化妆品净销售额下滑1%,反映出这两大主力业务在中国等亚太市场的持续疲软。
针对业绩不佳,雅诗兰黛新任首席执行官司泰峰推出了名为"重塑美妆新境"的全新战略愿景,被视为该集团历史上最大规模的运营变革。该计划的重点包括加速优化消费者覆盖、推动变革性创新、增加面向消费者投资等。
值得关注的是,新战略将雅诗兰黛现有业务区域调整为四大板块,其中单独设立中国大陆区域,直接向司泰峰汇报。这凸显了中国市场在集团整体布局中的独立地位。司泰峰表示,中国市场持续发挥着重要作用,且发展前景长期向好。
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