<p>美妆股持续发光，成为一个利润丰厚的投资机会，受到整个行业持续增长和创新的推动。全球化妆品市场预计到 2032 年将达到约 6610 亿美元，从 2023 年的 3980 亿美元增长。从 2024 年到 2028 年，复合年增长率（CAGR）约为 3.3％，因此该行业显示出没有放缓的迹象。这种增长是由消费者对护肤品、化妆品和个人护理产品日益增长的需求推动的，尤其是在新兴市场。</p>
<p>但在这个离散支出下降的波动市场中，投资于正确的美容和化妆品股票将需要分析公司过去和未来的财务和战略走向。随着消费者偏好的演变，公司需要创新，满足市场需求，确保其长期增长和稳定。这份名单上的三家公司正在引领潮流。</p>
<h2><strong>资生堂（SSDOY）</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：iStockphoto</p>
<p><strong>资生堂公司</strong>（OTCMKTS:<strong>SSDOY</strong>）是一家领先的日本美容和化妆品公司，提供包括护肤品、化妆品和香水在内的各种产品。虽然在美国，母公司的名字相对较为陌生，但它生产着著名品牌如 <strong>NARS</strong> 和 <strong>bareMinerals</strong>。</p>
<p>尽管 SSDOY 在过去 12 个月下跌了 30％，在过去五年下跌了 55％，但其六个月和 30 天的业绩要好得多。此外，资生堂最近看到空头头寸大幅下降，这意味着押注该化妆品股票的投资者减少了。这种积极变化发生在公司股价稳步上涨之际，反映出对其业绩增长的信心正在增强。</p>
<p>资生堂强劲的市场地位和改善的财务状况是推动这种乐观情绪的关键因素。资生堂报告了 2024 年第一季度的不错业绩，展示了年度收入增长 4％，超过了预期。公司核心品牌增长了 20％，在美洲和欧洲、中东和非洲（EMEA）市场有强劲的势头。</p>
<p>此外，资生堂正在专注于数字转型和扩大其电子商务能力，这些举措有助于其强劲表现。重组努力和对创新的战略投资将维持其未来的增长轨迹。</p>
<h2><strong>拜尔斯道夫（BDRFY）</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：monticello / Shutterstock.com</p>
<p>总部位于德国的 <strong>拜尔斯道夫</strong>（OTCMKTS:<strong>BDRFY</strong>）是护肤品和化妆品行业的全球领导者，以其强大的信誉品牌组合而闻名，包括 <strong>NIVEA</strong> 和 <strong>Eucerin</strong>。这些品牌拥有忠实的客户群，以其高质量和有效性而闻名，使拜尔斯道夫成为全球家庭中的必备品牌，即使您不知道母公司的名称。</p>
<p>拜尔斯道夫最近报告了创纪录的销售额，达到 2023 年的 103 亿美元。关键领域的强劲增长推动了这一非凡成就，其中 NIVEA 的销售额增长了 16.2％，皮肤护理业务增长了 24％。这些数字突显了公司强劲的市场地位和创新能力，有效地满足消费者需求。</p>
<p>拜尔斯道夫在竞争激烈的市场中已经证明了其增长和适应能力，但在新兴国家也有许多扩张机会，因为这些地区的可支配收入正在增加。其许多品牌在国际上越来越受欢迎，这为拜尔斯道夫提供了新的销售渠道。</p>
<p>就美妆股而言，BDRFY 提供了 0.7％的股息率，这也是一个不错的加分项。尽管股息率较低，但它为投资于这家以增长为导向的化妆品公司增添了吸引力。</p>
<p><em>在发布日期，Philippa Main 在本文中提到的证券中没有（直接或间接）持有任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布指南。</em></p>
<p><em>在发布日期，负责编辑没有（直接或间接）持有本文中提到的证券的任何头寸。</em></p>
<p>Philippa Main 是弗吉尼亚州和佛罗里达州的房地产经纪人，也从事自由撰稿、编辑、业务拓展和营销工作。她广泛的房地产市场知识帮助她在各种不同行业做出投资决策。她还喜欢专门与女性合作，教育她们有关金融和投资的知识。</p>
<p>消费者自由支出</p>
<p>成长股</p>

拜尔斯道夫

资生堂

<p>美妆股票是一个利润丰厚的投资机会，由于行业内持续增长和创新。全球化妆品市场预计到 2032 年将达到 6610 亿美元。在引领行业发展的三家公司分别是 ELF Beauty、资生堂和拜尔斯道夫。ELF Beauty 提供价格实惠的化妆品，并取得了令人瞩目的财务业绩。资生堂专注于数字化转型，并报告了强劲的营收增长。拜尔斯道夫在市场上拥有强劲的地位，并取得了创纪录的销售业绩。这些公司展示了韧性和满足市场需求的能力</p>

<p>Beauty stocks continue to shine as a lucrative investment opportunity, driven by consistent growth and innovation in the overall industry. The global cosmetics market is estimated to reach around $661 billion by 2032, increasing from $398 billion in 2023. That’s a compound annual growth rate (CAGR) of around 3.3% from 2024 to 2028, so the sector is showing no signs of slowing down. This growth is fueled by increasing consumer demand for skincare, cosmetics, and personal care products, especially in emerging markets.</p>
<div class="lb-trans"><p>美妆股持续发光，成为一个利润丰厚的投资机会，受到整个行业持续增长和创新的推动。全球化妆品市场预计到 2032 年将达到约 6610 亿美元，从 2023 年的 3980 亿美元增长。从 2024 年到 2028 年，复合年增长率（CAGR）约为 3.3％，因此该行业显示出没有放缓的迹象。这种增长是由消费者对护肤品、化妆品和个人护理产品日益增长的需求推动的，尤其是在新兴市场。</p>
</div><p>But in this volatile market where discretionary spending is down, investing in the right beauty and cosmetics stocks will require analysis of where the companies have been and where they’re going, both financially and strategically. As consumer preferences evolve, companies will need to innovate and meet market demands, ensuring their long-term growth and stability. The three companies on this list are leading the way.</p>
<div class="lb-trans"><p>但在这个离散支出下降的波动市场中，投资于正确的美容和化妆品股票将需要分析公司过去和未来的财务和战略走向。随着消费者偏好的演变，公司需要创新，满足市场需求，确保其长期增长和稳定。这份名单上的三家公司正在引领潮流。</p>
</div><h2><strong>e.l.f. Beauty (ELF)</strong></h2>
<div class="lb-trans"><h2><strong>资生堂（SSDOY）</strong></h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Lisa Chinn / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：iStockphoto</p>
</div><p><strong>E.l.f. Beauty</strong> (NYSE:<strong>ELF</strong>) offers high-quality, affordable cosmetics which has earned it a loyal customer base and a strong market presence. But what really sets it apart from its competitors is its strategy of offering new and novel products. “The consumer is becoming less loyal and so they need that newness. They need something constantly innovating…. And that’s what e.l.f. does,” says <strong>Piper Sandler</strong> senior research analyst Korinne Wolfmeyer.</p>
<div class="lb-trans"><p><strong>资生堂公司</strong>（OTCMKTS:<strong>SSDOY</strong>）是一家领先的日本美容和化妆品公司，提供包括护肤品、化妆品和香水在内的各种产品。虽然在美国，母公司的名字相对较为陌生，但它生产着著名品牌如 <strong>NARS</strong> 和 <strong>bareMinerals</strong>。</p>
</div><p>The company’s newest financial results will be released on August 8, but previous quarter results showed an impressive 78% jump in net sales, reaching $146.5 million for the first quarter of fiscal year 2025. Its gross profits also soared by 60% to $96.1 million, thanks to efficient management and strong consumer demand. E.l.f.’s creative marketing strategies and robust e-commerce performance are driving its growth.</p>
<div class="lb-trans"><p>尽管 SSDOY 在过去 12 个月下跌了 30％，在过去五年下跌了 55％，但其六个月和 30 天的业绩要好得多。此外，资生堂最近看到空头头寸大幅下降，这意味着押注该化妆品股票的投资者减少了。这种积极变化发生在公司股价稳步上涨之际，反映出对其业绩增长的信心正在增强。</p>
</div><p>Recently, several analysts have raised their forecasts, and <em>TipRanks</em> has an average price target of $228 which represents a 31% upside. Among beauty stocks, analysts rate E.l.f. as a “strong buy” due to its resilience and ability to maintain profitability despite market challenges.</p>
<div class="lb-trans"><p>资生堂强劲的市场地位和改善的财务状况是推动这种乐观情绪的关键因素。资生堂报告了 2024 年第一季度的不错业绩，展示了年度收入增长 4％，超过了预期。公司核心品牌增长了 20％，在美洲和欧洲、中东和非洲（EMEA）市场有强劲的势头。</p>
</div><h2><strong>Shiseido Company (SSDOY)</strong></h2>
<div class="lb-trans"><p>此外，资生堂正在专注于数字转型和扩大其电子商务能力，这些举措有助于其强劲表现。重组努力和对创新的战略投资将维持其未来的增长轨迹。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<div class="lb-trans"><h2><strong>拜尔斯道夫（BDRFY）</strong></h2>
</div><p>Source: iStockphoto</p>
<p><strong>Shiseido Company</strong>(OTCMKTS:<strong>SSDOY</strong>) is a leading Japanese beauty and cosmetics company that offers a wide range of products including skincare, makeup and fragrances. While the name of the parent company is relatively unknown in the U.S., it manufactures notable brands like <strong>NARS</strong> and <strong>bareMinerals</strong>.</p>
<div class="lb-trans"><p>图片来源：monticello / Shutterstock.com</p>
</div><p>While SSDOY is down 30% in the last 12 months and 55% in the last five years, its six month and 30 day results are doing much better. Additionally, Shiseido recently saw a big drop in short interest, meaning fewer investors are betting against the cosmetics stock. This positive shift comes as the company’s stock price has been steadily rising, reflecting growing confidence in its performance.</p>
<div class="lb-trans"><p>总部位于德国的 <strong>拜尔斯道夫</strong>（OTCMKTS:<strong>BDRFY</strong>）是护肤品和化妆品行业的全球领导者，以其强大的信誉品牌组合而闻名，包括 <strong>NIVEA</strong> 和 <strong>Eucerin</strong>。这些品牌拥有忠实的客户群，以其高质量和有效性而闻名，使拜尔斯道夫成为全球家庭中的必备品牌，即使您不知道母公司的名称。</p>
</div><p>Shiseido’s strong market presence and improved financial health are key factors driving this optimism. Shiseido reported decent results for Q1 2024, showcasing revenue increase of 4% year-over-year (YOY), which beat estimates. The company’s core brands saw growth of 20%, and there is strong momentum in the Americas and Europe, Middle East and Africa (EMEA) markets.</p>
<div class="lb-trans"><p>拜尔斯道夫最近报告了创纪录的销售额，达到 2023 年的 103 亿美元。关键领域的强劲增长推动了这一非凡成就，其中 NIVEA 的销售额增长了 16.2％，皮肤护理业务增长了 24％。这些数字突显了公司强劲的市场地位和创新能力，有效地满足消费者需求。</p>
</div><p>Additionally, Shiseido is focusing on digital transformation and expanding its e-commerce capabilities, which have contributed to its robust performance. Restructuring efforts and strategic investments in innovation will sustain its growth trajectory moving forward.</p>
<div class="lb-trans"><p>拜尔斯道夫在竞争激烈的市场中已经证明了其增长和适应能力，但在新兴国家也有许多扩张机会，因为这些地区的可支配收入正在增加。其许多品牌在国际上越来越受欢迎，这为拜尔斯道夫提供了新的销售渠道。</p>
</div><h2><strong>Beiersdorf (BDRFY)</strong></h2>
<div class="lb-trans"><p>就美妆股而言，BDRFY 提供了 0.7％的股息率，这也是一个不错的加分项。尽管股息率较低，但它为投资于这家以增长为导向的化妆品公司增添了吸引力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<div class="lb-trans"><p><em>在发布日期，Philippa Main 在本文中提到的证券中没有（直接或间接）持有任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布指南。</em></p>
</div><p>Source: monticello / Shutterstock.com</p>
<div class="lb-trans"><p><em>在发布日期，负责编辑没有（直接或间接）持有本文中提到的证券的任何头寸。</em></p>
</div><p>Headquartered in Germany, <strong>Beiersdorf</strong>(OTCMKTS:<strong>BDRFY</strong>) is a global leader in the skincare and cosmetics industry, known for its strong portfolio of trusted brands including <strong>NIVEA</strong> and <strong>Eucerin</strong>. These brands have a loyal customer base and are recognized for their high quality and effectiveness, making Beiersdorf a staple in households worldwide, even if you don’t know the parent company’s name.</p>
<div class="lb-trans"><p>Philippa Main 是弗吉尼亚州和佛罗里达州的房地产经纪人，也从事自由撰稿、编辑、业务拓展和营销工作。她广泛的房地产市场知识帮助她在各种不同行业做出投资决策。她还喜欢专门与女性合作，教育她们有关金融和投资的知识。</p>
</div><p>Beiersdorf recently reported record-breaking sales, reaching $10.3 billion in 2023. Impressive growth in key segments fueled this remarkable achievement, with NIVEA seeing a 16.2% increase and the Derma business expanding by 24%. These figures underscore the company’s robust market position and ability to innovate and meet consumer needs effectively.</p>
<div class="lb-trans"><p>消费者自由支出</p>
</div><p>Beiersdorf has a proven ability to grow and adapt in a competitive market but it also has a lot of expansion opportunities in emerging countries as disposable income is increasing in those areas. Many of its brands are becoming more popular internationally, and this provides Beiersdorf with new sale channels.</p>
<div class="lb-trans"><p>成长股</p>
</div><p>As far as beauty stocks go, it’s also a nice plus that BDRFY offers a 0.7% dividend yield. Although the yield is modest, it adds an additional appeal to investing in this growth-oriented cosmetics stock.</p>
<p><em>On the date of publication, Philippa Main did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com</em> <em>Publishing Guidelines</em> <em>.</em></p>
<p><em>On the date of publication, the responsible editor did not have (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>
<p>Philippa Main is a real estate agent in Virginia and Florida who also does freelance writing, editing, and business development and marketing. She uses her broad knowledge of the real estate market to inform her investing decisions in an array of different industries. She also enjoys working specifically with women to educate them about finance and investing.</p>
<p>Consumer Discretionary</p>
<p>Growth Stocks</p>

3 只值得投资以获得丰厚回报的美容和化妆品股票