<p>尽管最近下调了 2024 财年展望，艾尔塔美发化妆香水商店在捕捉需求和库存管理方面面临挑战。这家化妆品和美容连锁店的股价已经跌破先前的预期，其化妆品业务部门的收入也出现了收缩。管理层提到竞争压力和门店业绩疲软，尤其是化妆品和护发品。尽管艾尔塔在各个价格点都有业务，但在高端美容产品市场份额上仍然面临困难。公司的表现可能会保持在一个区间内，建议持有该股，并降低价格目标。艾尔塔美发化妆香水商店，作为领先的化妆品和美容零售商，在库存管理问题和需求下降方面面临挑战，尽管最近下调了 2024 财年展望。该零售商的股价已经低于预期，并且其化妆品业务部门的收入出现了收缩，表明市场环境具有挑战性。</p>
<p>首席执行官戴夫·金贝尔最近警告称美容产品需求放缓，导致艾尔塔美发化妆香水商店股价下跌约 15%。金贝尔指出，放缓影响了各个价格点和美容类别，但在高端化妆品和护发品方面更为明显。他将需求下降归因于经济压力，如信用卡债务上升、地缘政治冲突以及即将到来的总统大选。</p>
<p>尽管预计全年销售额将增长中位数个位数，金贝尔承认放缓比预期早且更为显著。考虑到该类别在过去几年中强劲增长，这一发展令人关注，促使许多零售商扩大其美容产品供应。</p>
<p>艾尔塔美发化妆香水商店在 2023 财年报告的净销售额为 112 亿美元。尽管公司预计 2024 财年销售额将在 117 亿美元至 118 亿美元的范围内增长，但上述挑战表明，该零售商的表现可能在短期内保持在一个区间内。</p>
<p>总的来说，艾尔塔美发化妆香水商店在市场变化中捕捉需求和管理库存方面的困境凸显了在当今零售环境中灵活性和适应性的重要性。随着零售商继续扩大其美容产品供应，他们必须注意消费者偏好和经济状况的变化，以保持增长和盈利能力。</p>
<p>[1] https://www.ulta.com/investor/news-events/press-releases/detail/185/ulta-beauty-announces-first-quarter-fiscal-2024-results</p>
<p>[2] https://www.cnbc.com/2024/04/03/ulta-shares-fall-as-ceo-warns-beauty-demand-is-slowing.html</p>

艾尔塔美发化妆香水商店

<p>艾尔塔美发化妆香水商店正面临库存挑战和销售增长缓慢，特别是在化妆品领域。公司股价已经跌破预期，促使建议持有该股。艾尔塔美发化妆香水商店的困境凸显了零售行业中适应性的重要性。尽管预期销售增长，但公司的表现可能在短期内保持区间波动</p>

<p>Ulta Beauty is facing challenges in capturing demand and inventory management, despite a recent downward revision of its FY24 outlook. The cosmetics and beauty chain's stock has fallen below previous estimates, and its Cosmetics segment revenue has contracted. Management cites competitive pressures and weakness in stores, especially for makeup and haircare. While Ulta operates across various price points, it's struggling to regain market share in prestige beauty products. The company's performance is likely to remain range-bound, prompting a recommendation to hold the stock with a reduced price target.Ulta Beauty, the leading cosmetics and beauty retailer, is grappling with inventory management issues and declining demand, despite a recent downward revision of its FY24 outlook [1]. The retailer's stock has dipped below expectations, and its Cosmetics segment revenue has contracted, indicating a challenging market landscape.</p>
<div class="lb-trans"><p>尽管最近下调了 2024 财年展望，艾尔塔美发化妆香水商店在捕捉需求和库存管理方面面临挑战。这家化妆品和美容连锁店的股价已经跌破先前的预期，其化妆品业务部门的收入也出现了收缩。管理层提到竞争压力和门店业绩疲软，尤其是化妆品和护发品。尽管艾尔塔在各个价格点都有业务，但在高端美容产品市场份额上仍然面临困难。公司的表现可能会保持在一个区间内，建议持有该股，并降低价格目标。艾尔塔美发化妆香水商店，作为领先的化妆品和美容零售商，在库存管理问题和需求下降方面面临挑战，尽管最近下调了 2024 财年展望。该零售商的股价已经低于预期，并且其化妆品业务部门的收入出现了收缩，表明市场环境具有挑战性。</p>
</div><p>CEO Dave Kimbell's recent warning of cooling demand for beauty products sent Ulta Beauty shares tumbling by about 15% [2]. Kimbell noted that the slowdown had affected various price points and beauty categories but was more pronounced in prestige makeup and haircare. He attributed the demand decline to economic pressures such as rising credit card debt, geopolitical conflicts, and the upcoming presidential election.</p>
<div class="lb-trans"><p>首席执行官戴夫·金贝尔最近警告称美容产品需求放缓，导致艾尔塔美发化妆香水商店股价下跌约 15%。金贝尔指出，放缓影响了各个价格点和美容类别，但在高端化妆品和护发品方面更为明显。他将需求下降归因于经济压力，如信用卡债务上升、地缘政治冲突以及即将到来的总统大选。</p>
</div><p>Despite anticipating mid-single-digit sales growth for the year, Kimbell acknowledged that the slowdown had come earlier and been more substantial than anticipated [2]. This development is noteworthy given the category's strong growth over the past few years, which prompted many retailers to expand their beauty offerings [2].</p>
<div class="lb-trans"><p>尽管预计全年销售额将增长中位数个位数，金贝尔承认放缓比预期早且更为显著。考虑到该类别在过去几年中强劲增长，这一发展令人关注，促使许多零售商扩大其美容产品供应。</p>
</div><p>Ulta Beauty reported net sales of $11.2 billion in the 2023 fiscal year [1]. Although the company expects sales to increase in the range of $11.7 billion to $11.8 billion in the 2024 fiscal year, the challenges mentioned above suggest that the retailer's performance may remain range-bound in the near term [1].</p>
<div class="lb-trans"><p>艾尔塔美发化妆香水商店在 2023 财年报告的净销售额为 112 亿美元。尽管公司预计 2024 财年销售额将在 117 亿美元至 118 亿美元的范围内增长，但上述挑战表明，该零售商的表现可能在短期内保持在一个区间内。</p>
</div><p>In conclusion, Ulta Beauty's struggles with capturing demand and managing inventory amidst market shifts underscore the importance of flexibility and adaptability in today's retail environment. As retailers continue to expand their beauty offerings, they must be mindful of changing consumer preferences and economic conditions to maintain growth and profitability.</p>
<div class="lb-trans"><p>总的来说，艾尔塔美发化妆香水商店在市场变化中捕捉需求和管理库存方面的困境凸显了在当今零售环境中灵活性和适应性的重要性。随着零售商继续扩大其美容产品供应，他们必须注意消费者偏好和经济状况的变化，以保持增长和盈利能力。</p>
</div><p>[1] https://www.ulta.com/investor/news-events/press-releases/detail/185/ulta-beauty-announces-first-quarter-fiscal-2024-results</p>
<p>[2] https://www.cnbc.com/2024/04/03/ulta-shares-fall-as-ceo-warns-beauty-demand-is-slowing.html</p>
<div class="lb-trans"><p>[1] https://www.ulta.com/investor/news-events/press-releases/detail/185/ulta-beauty-announces-first-quarter-fiscal-2024-results</p>
<p>[2] https://www.cnbc.com/2024/04/03/ulta-shares-fall-as-ceo-warns-beauty-demand-is-slowing.html</p>
</div>

艾尔塔美发化妆香水商店在竞争中面临库存挑战和销售增长缓慢的问题