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10月17日 - ** 零售商 Ulta Beauty 早盘股价下跌 2.5%,报 364.06 美元。
** 券商杰富瑞(Jefferies)将该公司的目标价从350美元下调至340美元,理由是复苏速度低于预期。
** 补充说,有关新品牌的评论并不能消除人们对该公司收购在其他零售商中表现优异的新品牌能力的担忧。
** TD Cowen 还将目标价下调 1 美元至 380 美元,重申 "持有 "评级
** 称随着竞争的加剧,公司需要在创新、独家产品和忠诚度计划方面加大力度。
** 补充说,鉴于企业资源规划(ERP) 当前的挑战影响了该公司的库存流,短期内可能会对盈利产生进一步影响
** 在周三的投资者日上,ULTA 重申了 (link) 2024 年的净销售额和利润预期,并表示董事会已经批准了 30 亿美元的新股回购授权
** 31家券商中有14家将该股评级为 "买入 "或 "更高",15家为 "持有",2家为 "卖出";其PT中值为397.50美元 - LSEG
** 包括盘中走势在内,该股今年累计下跌近 24
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