-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：雅詩蘭黛(EL)業績超出預期，有機銷售額增長2%，調整後營業利潤率提升360個基點至15.0%，主要得益於PRGP業務的收益超出預期。公司將2026財年（截至6月）的業績指引上調至約3%的有機成長和10.7%-11.0%的調整後營業利潤率，並初步預測2027財年的利潤率將達到12.5%-13.0%，這驗證了「重塑美妝」轉型計畫的成功。利潤率的提升是關鍵所在，PRGP業務的業績成長速度超乎預期，重組收益也從8億至10億美元上調至10億至12億美元。管理層對2027財年的展望意味著3%-5%的有機成長，取決於高端美妝市場的復甦和中國市場的強勁勢頭。香水業務以10%的成長領先，護膚品和彩妝業務則保持平穩。中國大陸市場有機成長6%，連續第三個季度市佔率提升。 2027財年利潤率預期接近13%，高於12%的市場普遍預期，是推動業績成長的主要因素，也標誌著公司在恢復歷史獲利水準方面取得了顯著進展。
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