
法国化妆品集团欧莱雅(OREP.PA)周四公布的第三季度销售额超出预期,得益于奢华香水、护肤品和护发产品的需求增长,尤其是在中国和新兴市场。
French cosmetics group L'Oreal (OREP.PA) beat third-quarter sales forecasts on Thursday, boosted by demand for luxury perfumes, skincare and hair products, particularly in China and emerging markets.
这家CeraVe适乐肤保湿霜和Prada普拉达香水的制造商表示,7月至9月销售额按可比口径调整后增长7.7%,达到115.6亿欧元(约合129.5亿美元),高于Visible Alpha调查中分析师一致预期的5.9%增幅。
The maker of CeraVe moisturiser and Prada perfumes said sales from July to September rose 7.7% on an adjusted like-for-like basis to €11.56 billion ($12.95 billion), topping analysts' consensus forecast for 5.9% growth in a Visible Alpha poll.
首席执行官叶鸿慕在声明中表示:“全球美妆市场再次证明了其在充满挑战的环境下的韧性——而我们继续大幅跑赢大盘。”
"The global beauty market, once again, proved its resilience in a challenging context — and we continued to significantly outpace it," CEO Nicolas Hieronimus said in a statement.
在原本低迷的消费品行业中,美妆业务成为一大亮点,一些分析师和高管将其归因于“口红效应”,即消费者在困难时期犒劳自己购买负担得起的奢侈品。产品创新和蓬勃发展的线上销售渠道也支撑了增长。
Beauty has been a bright spot in an otherwise sluggish consumer goods sector, with some analysts and executives pointing to the "lipstick effect" of consumers treating themselves to affordable luxuries during challenging times. Growth has also been supported by product innovation and booming online sales channels.
在去年增速放缓后,尤其是在重要的护肤品类别,欧莱雅加大了创新力度。新款高端卡诗洗发水、理肤泉防晒霜和精华液成为其增速最快的产品线之一,因为消费者寻求更具针对性的美妆产品。
L'Oreal stepped up innovation after growth slowed last year, particularly in its important skincare category. New premium Kerastase shampoos and La Roche-Posay sunscreen and serums have been among its fastest-growing lines as consumers seek more targeted beauty products.
该公司还瞄准使用GLP-1减重药物的消费者,推广旨在解决面部皮肤松弛等次生影响的产品。
The company is also targeting consumers using GLP-1 weight-loss drugs, promoting products aimed at addressing secondary effects such as sagging facial skin.
欧莱雅的奢华化妆品事业部贡献了集团三分之一以上的营收,按可比口径增长7%,远超4.5%的预期。业绩增长得益于Prada Paradigme等香水的强劲需求,以及中国销售增速加快。
L'Oreal's luxury division, which generates more than a third of group revenue, grew 7% on a like-for-like basis, well ahead of a 4.5% forecast. The performance was driven by strong demand for fragrances including Prada Paradigme and by accelerating sales growth in China.
在经历两年收缩后,中国美妆市场重新扩张,中产阶级消费者将支出从入门级奢侈品转向高端美妆产品。
China's beauty market has been expanding again after two years of contraction, as middle-class consumers shift spending from entry-level luxury goods towards prestige beauty products.
欧洲作为欧莱雅最大市场,销售额增长近9%;得益于海湾国家和越南的强劲需求,南亚和中东地区营收跃升19.5%。
Sales in Europe, L'Oreal's biggest market, rose nearly 9%, while revenue in South Asia and the Middle East jumped 19.5% on strong demand in Gulf countries and Vietnam.
法国市值最高的上市公司欧莱雅(L'Oreal)股价今年上涨了11%。
Shares in L'Oreal, France's most valuable listed company, are up 11% this year.