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“美丽王座”换新人：Ulta Beauty CEO更迭，假日业绩超预期

Ulta Beauty开启权力交接，新任CEO Kecia Steelman肩负重任接棒，而假日季强劲的销售表现为公司注入信心。

“美丽王座”换新人：Ulta Beauty CEO更迭，假日业绩超预期

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Davidson</span><span>分析师</span><span>Michael Baker</span><span>在周一的报告中写道。</span><span>“</span><span>她在</span><span>Ulta</span><span>已有</span><span>10</span><span>年资历，我们认为此次过渡相对有序。</span><span>”</span></p>\n<p>Kimbell<span>自</span><span>2014</span><span>年加入</span><span>Ulta</span><span>，</span><span>2021</span><span>年起担任</span><span>CEO</span><span>，而</span><span>Steelman</span><span>同样自</span><span>2014</span><span>年起任职，并于</span><span>2023</span><span>年被任命为首席运营官。</span></p>\n<p>Ulta<span>股票在盘后交易中上涨</span><span>1.9%</span><span>，至每股</span><span>439.50</span><span>美元。然而过去</span><span>12</span><span>个月内，其股价下跌了约</span><span>11%</span><span>。</span></p>\n<p><span>随着疫情期间的美容产品需求高峰结束，市场竞争愈发激烈。像<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.O)和</span>Sephora<span>等公司在高端美容市场中不断抢占份额。此外，沃伦</span><span>·</span><span>巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦A(BRK.A.N)</span><span>在持有</span><span>Ulta</span><span>股份仅一个季度后就抛售，也让市场情绪受挫。</span></p>\n<p><span>不过，</span>Baker<span>认为<strong>市场份额的损失最糟糕的阶段可能已经过去</strong>。</span></p>\n<p><span>公司周一更新了第四季度业绩预期，称假日季表现强劲超出预期。</span>Ulta<span>预计，同店销售额将小幅增长，运营利润率将高于此前</span><span>11.6%</span><span>至</span><span>12.4%</span><span>的指导区间上限。</span></p>\n<p>Baker<span>表示，这一更新支持了他关于竞争压力见顶的观点。</span></p>\n<p><span>“</span><span>这是公司连续第二个季度同店销售优于预期，这表明随着</span><span>Sephora</span><span>与</span><span>Kohls</span><span>的店中店计划全面实施完毕，对</span><span>Ulta</span><span>销售的份额压力将会缓解，</span><span>”</span><span>他补充道。</span></p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Davidson分析师Michael Baker在周一的报告中写道。“她在Ulta已有10年资历，我们认为此次过渡相对有序。”\nKimbell自2014年加入Ulta，2021年起担任CEO，而Steelman同样自2014年起任职，并于2023年被任命为首席运营官。\nUlta股票在盘后交易中上涨1.9%，至每股439.50美元。然而过去12个月内，其股价下跌了约11%。\n随着疫情期间的美容产品需求高峰结束，市场竞争愈发激烈。像亚马逊(AMZN.O)和Sephora等公司在高端美容市场中不断抢占份额。此外，沃伦·巴菲特的伯克希尔哈撒韦A(BRK.A.N)在持有Ulta股份仅一个季度后就抛售，也让市场情绪受挫。\n不过，Baker认为市场份额的损失最糟糕的阶段可能已经过去。\n公司周一更新了第四季度业绩预期，称假日季表现强劲超出预期。Ulta预计，同店销售额将小幅增长，运营利润率将高于此前11.6%至12.4%的指导区间上限。\nBaker表示，这一更新支持了他关于竞争压力见顶的观点。\n“这是公司连续第二个季度同店销售优于预期，这表明随着Sephora与Kohls的店中店计划全面实施完毕，对Ulta销售的份额压力将会缓解，”他补充道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}