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美妆巨头预警行业承压 欧洲化妆品股走低
Ge Long Hui A P P·2025-08-21 13:32

Core Viewpoint - The performance of Estee Lauder and Coty indicates a challenging market environment for the cosmetics industry, leading to a decline in stock prices for major European cosmetics companies [1] Group 1: Company Performance - Estee Lauder and Coty reported a decline in quarterly sales, signaling ongoing revenue pressure in the short term [1] - L'Oreal's stock fell by 1.5%, Puig's stock decreased by 2.8%, and Beiersdorf's stock dropped by 2.3% following the announcements from Estee Lauder and Coty [1] Group 2: Market Environment - Analysts from UBS noted that the outlook for Estee Lauder and Coty serves as a reminder that the beauty industry has become more volatile and unpredictable compared to previous years [1] - Increased competition within the beauty sector is highlighted as a significant factor affecting market dynamics [1]