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雅詩蘭黛上調獲利預期；計畫進一步裁員

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-- 雅詩蘭黛（EL）週五上調了全年盈利預期，這家化妝品公司表示，作為持續重組計劃的一部分，公司計劃裁員人數將超過先前預期。 預計2026財年調整後每股盈餘將在2.35美元至2.45美元之間，高於先前2.05美元至2.25美元的預期。 FactSet目前的共識是，非GAAP每股收益為2.23美元。 這家擁有MAC等美妝品牌的公司預計銷售額將成長4%，高於先前3%至5%的預期。有機銷售額預計將成長3%，達到先前預測的上限。 根據FactSet的財報電話會議記錄顯示，財務長Akhil Shrivastava在財報電話會議上表示，強勁的年初至今業績和「嚴格的成本控制」使公司有信心上調2026財年盈利預期。 該股週五上漲6.3%，使其年初至今的跌幅收窄至22%。 雅詩蘭黛正在與西班牙美妝公司Puig洽談合併事宜。該公司表示，目前計劃裁員9,000至10,000人，高於先前設定的5,800至7,000人的目標。執行長斯特凡·德拉法維裡(Stephane de La Faverie)告訴分析師，超過70%的裁員成長是由於雅詩蘭黛進軍數位化管道，導致百貨公司員工崗位減少。 德拉法維裡表示，公司在4月擴大了重組計畫的範圍，納入了更多措施。 雅詩蘭黛預計稅前重組費用將在15億至17億美元之間，高於先前預測的12億至16億美元。該重組計劃目前預計每年將產生10億至12億美元的毛收益。 截至3月份的第三財季，雅詩蘭黛調整後每股收益從去年同期的0.65美元躍升至0.91美元，而去年同期的0.65美元是FactSet分析師對該公司2026財年同期業績的平均預期。銷售額成長5%至37.1億美元，高於華爾街預期的36.9億美元。 保養品業務收入成長3%至18.6億美元，彩妝業務收入成長4%至10.7億美元，香水銷售額成長13%。 該公司表示，受美以衝突影響，中東地區的業務中斷預計將對第四季業績造成比前三個月更大的影響。前三個月受益於衝突爆發前的出貨量。 雅詩蘭黛預計本季每股收益將下降0.06美元，銷售額將下降2%。 由於伊朗戰爭導致經由至關重要的霍爾木茲海峽的運輸受阻，能源價格飆升。儘管華盛頓和德黑蘭近期達成停火協議，戰爭暫時中止，但雙方尚未就永久停火達成協議。 該公司初步預計，2027財年銷售額將成長3%至5%。

Price: $81.37, Change: $+4.66, Percent Change: +6.07%

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