BUZZ-摩根士丹利以美国销售放缓为由,下调 Elf Beauty PT 值

Reuters
30 Sep 2024

((自动化翻译由路透提供,请见免责声明 ))

9月30日 - ** 摩根士丹利将化妆品生产商精灵美妆 的预测价格从184美元下调至139美元,并维持其 "等权重 "评级。

** 援引该公司弱于预期的美国渠道扫描数据,该数据显示,除唇膏外,面霜、乳液和眼部化妆品等产品子类别的销售增长均有所下降。

** 称美国大众化妆品增长放缓的原因是中低收入消费者支出疲软和渠道转移

** 但指出,尼尔森数据的负面趋势导致近期股价急剧下跌 "有点过头",尤其是考虑到国际市场和电子商务的强劲增长。

** 券商认为,由于国际业务和电子商务业务的持续发展势头,以及公司设定的保守预测,第二季度和下半年的收入和预测均可超过预期

** 16家券商中有13家给予该股 "买入 "或更高评级,3家给予 "持有 "评级,中位预测价格为210美元。

** 截至上周五收盘,该股累计下跌 22

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