-- 加拿大皇家银行资本市场（RBC Capital Markets）周四发布的一份报告指出，尽管中东局势对其第三季度业绩造成了影响，但科蒂（Coty，股票代码：COTY）已初步显现复苏迹象。 报告称，科蒂第三季度同店销售额低于预期，但盈利能力超出市场普遍预期。报告还指出，若不计中东冲突造成的1.4%的负面影响，同店销售额增长将超出预期。 报告强调了科蒂的积极因素，例如其专注于“售罄”（Sell Out）的策略已开始在消费美妆领域取得成效。报告称，Coty.Curated的核心支柱之一是向以“售罄”为导向的企业文化转型。 报告指出，尽管仍有许多工作要做，但科蒂的高端香水仍然是增长最快的美妆品类之一。 报告称：“考虑到科蒂目前的估值与2020年公司陷入财务困境时的水平相近，我们认为其股价被低估了。” 加拿大皇家银行维持对科蒂8美元的目标价和“跑赢大盘”评级。
Price: $2.50, Change: $-0.15, Percent Change: -5.66%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.
Price: $128.97, Change: $-9.01, Percent Change: -6.53%