全年业绩指引低于预期 雅诗兰黛(EL.US)暴跌近20%

Core Viewpoint - Estée Lauder (EL.US) experienced a nearly 20% drop in stock price following the release of its Q2 FY2026 earnings, despite a 44% increase over the past year, currently trading at $96.49 [1] Financial Performance - The company reported Q2 sales of $4.23 billion, meeting analyst expectations [1] - Adjusted earnings per share (EPS) were $0.89, surpassing the forecast of $0.83 [1] Future Guidance - The company increased marketing expenditures for brand revitalization while facing cost pressures from tariffs, which are compressing profit margins and affecting annual profit expectations [1] - Full-year net sales growth guidance is set at 3% to 5%, with a midpoint of 4%, which is below the analyst expectation of 4.3% [1] - Adjusted EPS guidance is projected between $2.05 and $2.25, with a midpoint of $2.15, also falling short of the anticipated $2.16 [1]