share_log

Estee Laude Falls 10% On Weak Outlook

Estee Laude Falls 10% On Weak Outlook

由於前景疲軟,雅詩蘭黛下跌10%
Benzinga ·  05/01 10:54

$Estee Lauder (EL.US)$ shares are trading lower after the company issued its third-quarter FY24 results. The company reported a third-quarter sales growth of 5% year-on-year to $3.94 billion, beating the analyst consensus estimate of $3.913 billion. Estee Lauder revised FY24 adjusted EPS outlook to $2.14-$2.24 (from $2.08-$2.23) against the consensus of $2.25. EL also revised FY24 reported sales outlook to 3% decline – 2% decline.

$雅詩蘭黛 (EL.US)$ 該公司發佈24財年第三季度業績後,股價走低。該公司報告稱,第三季度銷售額同比增長5%,達到39.4億美元,超過了分析師共識估計的39.13億美元。雅詩蘭黛將24財年調整後的每股收益展望從2.25美元上調至2.14美元至2.24美元(從2.08美元至2.23美元)。EL還將24財年公佈的銷售前景下調至下降3%,下降2%。

Organic net sales increased 6%, primarily due to double-digit growth in Europe, the Middle East & Africa, driven by stronger sales in Asia travel retail.

有機淨銷售額增長了6%,這主要是由於亞洲旅遊零售銷售強勁的推動下,歐洲、中東和非洲的兩位數增長。

Net sales in the Americas improved 3%. Sales in Europe, Middle East & Africa climbed 12%, and Asia/Pacific fell 1%.

美洲的淨銷售額增長了3%。歐洲、中東和非洲的銷售額增長了12%,亞太地區的銷售額下降了1%。

Net sales from Skin Care grew 8%, Makeup increased 3%, Fragrance remained flat, and Hair Care decreased 3%. Adjusted EPS of $0.97 beat the analyst consensus estimate of $0.49.

護膚品的淨銷售額增長了8%,化妝品的淨銷售額增長了3%,香水保持平穩,護髮品的淨銷售額下降了3%。調整後的每股收益爲0.97美元,超過了分析師共識估計的0.49美元。

Gross profit increased 9% Y/Y to $2.83 billion, with the margin expanding 280 basis points to 71.9%.

毛利同比增長9%,達到28.3億美元,利潤率擴大280個點子至71.9%。

Operating expenses remained flat at  $2.3 billion, while the operating expense margin was 58.4% versus 61.2% last year. Estee Lauder's operating income for the quarter was $531 million, a 79% jump from $297 million last year. The operating margin was 13.5% versus 7.9% a year ago.

運營支出保持不變,爲23億美元,而運營費用利潤率爲58.4%,去年爲61.2%。雅詩蘭黛本季度的營業收入爲5.31億美元,較去年的2.97億美元增長了79%。營業利潤率爲13.5%,去年同期爲7.9%。

The company held $3.7 billion in cash and equivalents as of March-end. The company will pay a quarterly dividend of $0.66 per share on the Company's Class A and Class B Common Stock on June 17 to stockholders of record on May 31.

截至3月底,該公司持有37億美元的現金及等價物。該公司將於6月17日向5月31日登記在冊的股東支付公司A類和B類普通股每股0.66美元的季度股息。

For the fourth quarter, Estee Lauder expects adjusted EPS of $0.18-$0.28 against the consensus of $0.76. The company sees reported net sales growth of 5%-9% and organic net sales increase of 6%-10%.

雅詩蘭黛預計第四季度調整後的每股收益爲0.18美元至0.28美元,而市場普遍預期爲0.76美元。該公司預計,報告的淨銷售額增長了5%-9%,有機淨銷售額增長了6%-10%。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論