奢华彩妆和香水品牌雅诗兰黛(Estee Lauder)10月31日宣布,截至9月底的2025财年首季度,公司销售额年降4%至33.6亿美元,远低于市场预期。同时雅诗兰黛还出人意料地撤回了2025财年全年业绩指引,并削减季度派息金额近一半,显示出公司对于中期业绩前景的低迷和不确定。
导致雅诗兰黛陷入困境的主因是其在中国内地市场和亚洲旅游零售市场复苏乏力。财报数据显示,亚太区是雅诗兰黛首季表现最差的板块,销售同比下滑11%。雅诗兰黛表示,中国内地消费者情绪恶化令高端美容产品销售进一步疲软,反映出经济复苏缓慢和支出疲软的影响。同时,亚洲地区的免税店和机场销售业务也备受疫情影响而低迷。
为了应对市场疲软,即将离任的雅诗兰黛CEO法布里奇奥·弗雷达表示,公司将削减每股季度股息至35美分,同时已经任命集团内部人士斯特凡·德拉法韦里接替自己的首席执行官职位。一系列的举措表明,雅诗兰黛集团管理层正在采取行动应对外部环境恶化,重新寻求利润增长的机会和提高运营效率。
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