市值蒸发47.88亿美元！雅诗兰黛2025财年第二财季业绩滑坡

GPLP犀牛财经2025-03-05

在美妆市场这片红海之中，雅诗兰黛集团一直以高端品牌形象和卓越的产品质量稳占一席之地。然而，近日公布的2025财年第二财季（2024年10月至12月）业绩报告却为这家美妆巨头敲响了警钟。财报数据显示，雅诗兰黛第二财季净销售额仅为40.04亿美元（约合291亿元），同比下滑6%；亏损5.8亿美元（约合42.9亿元）。财报发布当日，雅诗兰黛股价暴跌16.07%，市值蒸发47.88亿美元，一夜回到10年前...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2517082992?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-03-05 18:37","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2517082992","market":"us","top_or_hot":-1,"title":"市值蒸发47.88亿美元！雅诗兰黛2025财年第二财季业绩滑坡","media":"GPLP犀牛财经","content":"<div>\n<p>在美妆市场这片红海之中，雅诗兰黛集团一直以高端品牌形象和卓越的产品质量稳占一席之地。然而，近日公布的2025财年第二财季（2024年10月至12月）业绩报告却为这家美妆巨头敲响了警钟。财报数据显示，雅诗兰黛第二财季净销售额仅为40.04亿美元（约合291亿元），同比下滑6%；亏损5.8亿美元（约合42.9亿元）。财报发布当日，雅诗兰黛股价暴跌16.07%，市值蒸发47.88亿美元，一夜回到10年前...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250305183751989d0097&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市值蒸发47.88亿美元！雅诗兰黛2025财年第二财季业绩滑坡</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市值蒸发47.88亿美元！雅诗兰黛2025财年第二财季业绩滑坡\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-05 18:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250305183751989d0097&s=b><strong>GPLP犀牛财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美妆市场这片红海之中，雅诗兰黛集团一直以高端品牌形象和卓越的产品质量稳占一席之地。然而，近日公布的2025财年第二财季（2024年10月至12月）业绩报告却为这家美妆巨头敲响了警钟。财报数据显示，雅诗兰黛第二财季净销售额仅为40.04亿美元（约合291亿元），同比下滑6%；亏损5.8亿美元（约合42.9亿元）。财报发布当日，雅诗兰黛股价暴跌16.07%，市值蒸发47.88亿美元，一夜回到10年前...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250305183751989d0097&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2404859741.USD","symbol_name":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250305183751989d0097&s=b","article_id":"2517082992","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250305183751989d0097&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2517082992","pubTimestamp":1741171064,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"财报数据显示，雅诗兰黛第二财季净销售额仅为40.04亿美元，同比下滑6%；亏损5.8亿美元。财报发布当日，雅诗兰黛股价暴跌16.07%，市值蒸发47.88亿美元，一夜回到10年前。雅诗兰黛对第三财季的预测同样不乐观，预计净销售额将下降10%至12%，中国市场持续低迷仍是主要原因。然而，雅诗兰黛在产品研发和成分创新方面的不足使其在这一趋势中显得力不从心。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","BK4183":"个人用品","BK4588":"碎股","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","BK4558":"双十一","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4585":"ETF&股票定投概念","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","EL":"雅诗兰黛"},"translate_title":"The market value evaporated by US $4.788 billion! Estee Lauder's second fiscal quarter 2025 results declined","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EL":1},"content_text":"在美妆市场这片红海之中，雅诗兰黛集团一直以高端品牌形象和卓越的产品质量稳占一席之地。然而，近日公布的2025财年第二财季（2024年10月至12月）业绩报告却为这家美妆巨头敲响了警钟。财报数据显示，雅诗兰黛第二财季净销售额仅为40.04亿美元（约合291亿元），同比下滑6%；亏损5.8亿美元（约合42.9亿元）。财报发布当日，雅诗兰黛股价暴跌16.07%，市值蒸发47.88亿美元，一夜回到10年前。雅诗兰黛的三大核心品类——护肤、彩妆、头发护理均出现销售额下滑，其中护肤品类降幅最为明显，达到12%。从销售地区来看，美洲、欧洲/中东/非洲地区以及亚太地区的净销售额也全线下跌，亚太地区跌幅更是高达11%。雅诗兰黛对第三财季的预测同样不乐观，预计净销售额将下降10%至12%，中国市场持续低迷仍是主要原因。此外，随着“成分党”群体的崛起，功效护肤成为市场主流。然而，雅诗兰黛在产品研发和成分创新方面的不足使其在这一趋势中显得力不从心。小棕瓶近年来因“性价比低”和“功效平平”而遭到吐槽，反映出其在产品迭代和市场竞争中的灵活性不足。同时，新兴国产品牌凭借对“成分党”市场的敏锐洞察和新型营销方式迅速抢占市场份额，进一步挤压了雅诗兰黛的市场空间。面对困境，雅诗兰黛也在积极寻求变革。新上任的总裁兼首席执行官司泰峰宣布了“重塑美妆新境”战略愿景，旨在重振增长并巩固其在高端美容领域的领导地位。该战略围绕五个关键优先事项展开，包括加速优化消费者覆盖、推动实现变革性创新、加大面向消费者的投资、大力提升效率以及重塑工作模式。而其究竟能否重新赢得消费者的青睐呢？拭目以待。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2517082992","isCrawlerRequest":true}