BUZZ-杰富瑞称 Ulta Beauty 在潮流化妆品品牌方面的份额被丝芙兰抢走

Reuters04-19

((自动化翻译由路透提供，请见免责声明 ))

4月19日 - ** 杰富瑞将化妆品零售商Ulta Beauty 的评级从 "买入 "下调至 "持有

** 券商指出，消费者正转向LVMH集团旗下的丝芙兰门店购买潮流化妆品品牌

** Ulta 的 "名牌化妆品 "类别受到 Clinique、Estee Lauder 甚至 MAC 等品牌的拖累，这些品牌的份额多年来一直在下降，许多品牌现在以三分之一的价格在 TJX Cos 等廉价销售商直销。

** Ulta 在 "名贵化妆品 "和美发等关键的高利润品类中失去了份额--Jefferies

** 丝芙兰一直在 "坚持不懈地增加时尚新兴品牌，其中一些是独家品牌"，从而推动了其销售额--券商

** 杰富瑞还将 Ulta 的预期股价从 585 美元下调至 438 美元。

** 公司股价盘前下跌 1.5% 至 418.96 美元

** 30家券商中有17家将该股评级为 "买入 "或更高，12家为 "持有"，1家为 "卖出"；中位数PT为575美元--LSEG

** 今年迄今为止，股价下跌约 13

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