雅诗兰黛公司已向加州联邦法院提起诉讼，指控沃尔玛在其网站上销售假冒美容产品，并且没有采取足 够措施确保只向消费者提供授权和正品商品。 据周一提交的诉讼文件显示，雅诗兰黛称其对沃尔玛网站上销售的多款标有Le Labo、 La Mer、 Clinique、Aveda、 Tom Ford和"雅诗兰黛"等商标的产品进行了采购、检查或测试，但这些产品经鉴定 均为假冒产品。 这些产品包括雅诗兰黛Advanced Night Repair精华液、Le Labo香水、Clinique眼霜、La Mer乳液、Aveda 发梳和Tom Ford香水的仿冒品。 虽然这些产品是由第三方卖家在沃尔玛的线上平台上销售的，但雅诗兰黛表示，沃尔玛在促成这些销售 方面扮演了积极的角色。这家历史悠久的美容公司称沃尔玛的行为"极端、令人愤慨、欺诈……卑鄙且 有害"。 诉状称，这些假冒产品在沃尔玛平台上进行推广和广告宣传，雅诗兰黛的商标被用于搜索引擎优化工 具，以吸引流量到这些商品页面，而沃尔玛则从中获利。 此外，诉状还指出，"在沃尔玛网站上购物的消费者有理由相信沃尔玛而非第三方卖家是商品的卖家"， 这可能造成消费者混淆。 雅诗兰黛在诉状中称，沃尔 ...

Estée Lauder Companies (EL) is a global leader in prestige beauty, offering luxury skincare, makeup, fragrance, and haircare through 20-plus iconic brands like Estée Lauder, Clinique, La Mer, MAC, and more. The company markets its products via department stores, specialty retailers, travel retail, e-commerce, and salons, focusing on high-end products with science-backed innovation. Known for anti-aging serums, clean beauty lines, and personalized regimens, it blends heritage craftsmanship with cutting-edge ...

Walmart Inc. signage during the company's listing at the Nasdaq MarketSite in New York, US, on Tuesday, Dec. 9, 2025. Michael Nagle | Bloomberg | Getty ImagesEstee Lauder sued Walmart in California federal court over allegations the big-box retailer sold counterfeit beauty products on its website and didn't do enough to ensure only authorized and authentic merchandise was offered to consumers. Estee Lauder said it purchased, inspected or tested a number of products sold on Walmart.com that used the Le Labo, ...

Disclosure of Share Capital and Voting Rights Outstanding as of January 31, 2026 (Pursuant to Article L.233-8 II of the French Commercial Code and articles 221-1 and 223-16 of the General Regulations of the Autorité des Marchés Financiers) Paris, France (February 10, 2026 - 6:00 pm) – As of January 31, 2026, shares and voting rights outstanding of EssilorLuxottica, the global leader in the design, manufacture and distribution of ophthalmic lenses, frames and sunglasses, breaks down as indicated below. Janu ...

Core Insights - The consumer staples sector has gained momentum in 2023, with a year-to-date increase of 13.2%, ranking third among S&P 500 sectors [3][10] - A shift in market preference from overvalued growth sectors to value-oriented sectors has benefited consumer staples stocks [2][3] - Five consumer staples companies are recommended for investment: Estée Lauder, Hershey, Kimberly-Clark, Monster Beverage, and The New York Times, all holding a Zacks Rank 2 (Buy) [4][10] Estée Lauder Companies Inc. (EL) - Estée Lauder is focused on profitability recovery through its Profit Recovery and Growth Plan, aiming to restore margins and support sustainable sales growth [7] - The "Beauty Reimagined" strategy is enhancing innovation, global reach, and brand execution, with digital growth driven by social commerce and online distribution [8] - Expected revenue and earnings growth rates for the current year are 4% and 46.4%, respectively, with a current dividend yield of 1.41% [9][10] The Hershey Co. (HSY) - Hershey is enhancing innovation and supply-chain agility while expanding its presence in the snacking category, supported by strong pricing discipline [11][12] - The company is undergoing a multi-year transformation to modernize its supply chain and improve commercial capabilities [12] - Expected revenue and earnings growth rates for the current year are 4.1% and 13.3%, respectively, with a current dividend yield of 2.37% [13] Kimberly-Clark Corp. (KMB) - Kimberly-Clark is advancing its transformation through the Powering Care strategy, focusing on innovation and improving growth quality [14] - The company is experiencing stronger organic growth and volume trends, driven by better consumer engagement and consistent execution [15] - Expected revenue and earnings growth rates for the current year are -2.1% and -6.2%, respectively, with a current dividend yield of 4.83% [16] Monster Beverage Corp. (MNST) - Monster Beverage is benefiting from the expanding energy drinks market and product innovations, reinforcing its market position [17] - The company continues to invest in new product launches and has a solid innovation pipeline planned for 2026 [18] - Expected revenue and earnings growth rates for the current year are 9.5% and 22.8%, respectively, with a Zacks Consensus Estimate for earnings improving by 0.5% over the last 60 days [19] The New York Times Co. (NYT) - The New York Times is leveraging a multi-platform strategy to drive digital growth and diversify revenue streams, particularly in lifestyle categories [20] - Strong execution in digital subscriptions and average revenue per user (ARPU) improvement reflects effective monetization of its content [21] - Expected revenue and earnings growth rates for the current year are 7.9% and 11.8%, respectively, with a current dividend yield of 1.06% [22]

Upgrades - Raymond James upgraded Take-Two (TTWO) to Strong Buy from Outperform with an unchanged price target of $285, viewing the recent selloff as overdone and presenting a more attractive risk/reward scenario for the company [2] - Daiwa upgraded Palantir (PLTR) to Buy from Neutral with a price target of $180, down from $200, citing a positive impression from the earnings release [2] - Gordon Haskett upgraded Booking Holdings (BKNG) to Buy from Hold with a price target of $5,440, believing that investors have overreacted to AI-driven competitive concerns and have discounted Booking's operational advantages [3] - Oppenheimer upgraded Unity (U) to Outperform from Perform with a price target of $38, arguing that fears regarding competition from "world models" like Google's Project Genie are misplaced and overlook Unity's unique role in development [4] - Arete upgraded Snap (SNAP) to Buy from Neutral with a price target of $7.30, noting a shift in the company's sales growth from a "sub-scale" advertising business to higher margin, recurring subscription income [5] Downgrades - HSBC downgraded Estee Lauder (EL) to Hold from Buy with a price target of $106, stating that Estee's "modest" organic sales upgrade in the quarter underwhelmed investors relative to expectations [6] - Citi downgraded Under Armour (UAA) to Sell from Neutral with an unchanged price target of $6.20, indicating that the company's turnaround in North America is facing "several pressures" in fiscal 2026 [6] - Raymond James downgraded Wingstop (WING) to Outperform from Strong Buy with an unchanged price target of $325, expressing caution regarding Wingstop's near-term sales trends [6] - Truist downgraded Texas Roadhouse (TXRH) to Hold from Buy with a price target of $188, down from $206, believing that beef price inflation will persist at least through 2027, limiting multiple expansion and pressuring margins and earnings estimates [6] - Loop Capital downgraded Monday.com (MNDY) to Hold from Buy with a price target of $80, down from $195, citing a "fine, but not great" quarter amid moderating upmarket momentum and slower adoption of newer products [6] - Baird also downgraded Monday.com to Neutral from Outperform with a price target of $90, down from $175 [6]

Investment Rating - The report indicates a positive outlook for the cosmetics and medical beauty sector, with strong performance compared to the market [2][3]. Core Insights - Estee Lauder reported double-digit growth in China, with net sales reaching RMB 29.35 billion, a year-on-year increase of 6%, and profits improving by 127% to RMB 1.12 billion [8][26]. - The Tmall beauty category saw a significant increase of 24% year-on-year in January 2026, indicating strong consumer demand and confidence in the market [8][29]. - The report highlights the government's focus on promoting service consumption, which is expected to drive growth in key sectors, including beauty and personal care [9][10]. Summary by Sections Industry Performance - The cosmetics and medical beauty sector outperformed the market, with the Shenwan Beauty Care Index rising by 3.7% from January 30 to February 6, 2026 [3]. - The Shenwan Cosmetics Index increased by 2.8%, outperforming the Shenwan A Index by 4.4 percentage points [3]. Company Highlights - Estee Lauder's sales in mainland China surged by 13% to RMB 6.44 billion, confirming the recovery of international beauty brands in the Chinese market [8][26]. - The report notes that the top-performing stocks in the sector included Betaini (+13.5%), Huaxi Biological (+12.0%), and Beijia Clean (+10.8%) [4]. E-commerce Insights - The report provides data on the performance of domestic brands on platforms like Douyin and Tmall, showing significant growth in GMV for several brands [20]. - For instance, the brand "毛戈平" saw a GMV increase of 298% in December 2025 [21]. Market Trends - The overall retail sales of cosmetics in December 2025 grew by 8.8%, with a total retail sales figure of RMB 465.3 billion for the year, reflecting a steady recovery in consumer spending [22][23]. - The report emphasizes the shift in consumer preferences towards personalized and high-quality products, indicating a strategic opportunity for brands to innovate [10][11].

TD Cowen：将雅诗兰黛(EL.N)目标价从130美元下调至115美元。 本文源自：金融界AI电报 ...

格隆汇2月9日｜投行道明考恩(TD COWEN)将雅诗兰黛目标价从130美元下调至115美元。 ...

近日，优淇沁百货宣布与兰蔻、雅诗兰黛、资生堂三大国际美妆品牌达成战略合作，推出 3 款联名限定 礼盒，同步在全国门店及线上商城发售。令人惊喜的是，首批限量 5000 套礼盒上线 3 小时内即宣告售 罄，社交媒体相关话题阅读量突破 2000 万，掀起美妆消费热潮。 此次联名合作聚焦 "东方美学 + 科技护肤"，礼盒内含品牌经典单品与优淇沁独家定制周边，其中兰蔻 联名款搭配定制刺绣化妆包，雅诗兰黛礼盒附赠智能美妆镜，资生堂限定款包含专属护肤咨询服务。为 提升消费体验，优淇沁在核心门店设置联名礼盒体验专区，配备专业美妆师提供一对一妆容打造服务， 消费者可现场试用产品并领取定制小样。 除了产品联名，三方还宣布将联合开展 "美妆公益课堂"，走进社区与高校，为消费者提供肤质检测、 妆容教学等公益服务，传递科学护肤理念。业内专家认为，优淇沁通过跨界联名打破了传统百货的品类 边界，既提升了品牌调性，又增强了年轻消费者粘性，为零售行业的品牌合作提供了新范式。 "联名合作不仅是产品组合，更是资源与场景的深度融合。" 优淇沁百货美妆品类负责人表示，通过与 头部品牌共建供应链，品牌实现了限定产品的独家首发权，同时借助品牌方的研发资源 ...