“美丽王座”换新人：Ulta Beauty CEO更迭，假日业绩超预期

金十数据01-07

Ulta美容(ULTA.O)首席执行官Dave Kimbell将立即卸任，公司周一宣布。他将担任顾问至6月28日。随着美容产品市场增长放缓，这家化妆品零售商希望通过更换领导层重新激发销售动力。现任总裁兼首席运营官Kecia Steelman将接替Kimbell，立即生效。Ulta董事会成员Lorna Nagler表示，此次变动是公司继任计划的一部分。 “Steelman曾担任总裁和首席运营官，...

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CaseyLKC
01-11
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Kimbell将立即卸任，公司周一宣布。他将担任顾问至6月28日。\n随着美容产品市场增长放缓，这家化妆品零售商希望通过更换领导层重新激发销售动力。现任总裁兼首席运营官Kecia Steelman将接替Kimbell，立即生效。Ulta董事会成员Lorna Nagler表示，此次变动是公司继任计划的一部分。\n“Steelman曾担任总裁和首席运营官，接任CEO并不意外，”D.A. Davidson分析师Michael Baker在周一的报告中写道。“她在Ulta已有10年资历，我们认为此次过渡相对有序。”\nKimbell自2014年加入Ulta，2021年起担任CEO，而Steelman同样自2014年起任职，并于2023年被任命为首席运营官。\nUlta股票在盘后交易中上涨1.9%，至每股439.50美元。然而过去12个月内，其股价下跌了约11%。\n随着疫情期间的美容产品需求高峰结束，市场竞争愈发激烈。像亚马逊(AMZN.O)和Sephora等公司在高端美容市场中不断抢占份额。此外，沃伦·巴菲特的伯克希尔哈撒韦A(BRK.A.N)在持有Ulta股份仅一个季度后就抛售，也让市场情绪受挫。\n不过，Baker认为市场份额的损失最糟糕的阶段可能已经过去。\n公司周一更新了第四季度业绩预期，称假日季表现强劲超出预期。Ulta预计，同店销售额将小幅增长，运营利润率将高于此前11.6%至12.4%的指导区间上限。\nBaker表示，这一更新支持了他关于竞争压力见顶的观点。\n“这是公司连续第二个季度同店销售优于预期，这表明随着Sephora与Kohls的店中店计划全面实施完毕，对Ulta销售的份额压力将会缓解，”他补充道。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"executive","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":391251818414480,"gmtCreate":1736552936224,"gmtModify":1736552939164,"author":{"id":"4091363089250230","authorId":"4091363089250230","name":"CaseyLKC","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":1,"idStr":"4091363089250230","authorIdStr":"4091363089250230"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/391251818414480","repostId":2501222738,"repostType":2,"repost":{"id":"2501222738","kind":"highlight","pubTimestamp":1736239729,"share":"https://ttm.financial/m/news/2501222738?lang=&edition=fundamental","pubTime":"2025-01-07 16:48","market":"hk","language":"zh","title":"“美丽王座”换新人：Ulta Beauty CEO更迭，假日业绩超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2501222738","media":"金十数据","summary":" Ulta Beauty开启权力交接，新任CEO Kecia Steelman肩负重任接棒，而假日季强劲的销售表现为公司注入信心。","content":"<html><body>Ulta美容(ULTA.O)首席执行官Dave Kimbell将立即卸任，公司周一宣布。他将担任顾问至6月28日。\n随着美容产品市场增长放缓，这家化妆品零售商希望通过更换领导层重新激发销售动力。现任总裁兼首席运营官Kecia Steelman将接替Kimbell，立即生效。Ulta董事会成员Lorna Nagler表示，此次变动是公司继任计划的一部分。\n“Steelman曾担任总裁和首席运营官，接任CEO并不意外，”D.A. Davidson分析师Michael Baker在周一的报告中写道。“她在Ulta已有10年资历，我们认为此次过渡相对有序。”\nKimbell自2014年加入Ulta，2021年起担任CEO，而Steelman同样自2014年起任职，并于2023年被任命为首席运营官。\nUlta股票在盘后交易中上涨1.9%，至每股439.50美元。然而过去12个月内，其股价下跌了约11%。\n随着疫情期间的美容产品需求高峰结束，市场竞争愈发激烈。像<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.O)和Sephora等公司在高端美容市场中不断抢占份额。此外，沃伦·巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦A(BRK.A.N)在持有Ulta股份仅一个季度后就抛售，也让市场情绪受挫。\n不过，Baker认为市场份额的损失最糟糕的阶段可能已经过去。\n公司周一更新了第四季度业绩预期，称假日季表现强劲超出预期。Ulta预计，同店销售额将小幅增长，运营利润率将高于此前11.6%至12.4%的指导区间上限。\nBaker表示，这一更新支持了他关于竞争压力见顶的观点。\n“这是公司连续第二个季度同店销售优于预期，这表明随着Sephora与Kohls的店中店计划全面实施完毕，对Ulta销售的份额压力将会缓解，”他补充道。</body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“美丽王座”换新人：Ulta Beauty CEO更迭，假日业绩超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“美丽王座”换新人：Ulta Beauty CEO更迭，假日业绩超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-07 16:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=158207&type=news&data_type=0>金十数据</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nUlta美容(ULTA.O)首席执行官Dave Kimbell将立即卸任，公司周一宣布。他将担任顾问至6月28日。\n随着美容产品市场增长放缓，这家化妆品零售商希望通过更换领导层重新激发销售动力。现任总裁兼首席运营官Kecia Steelman将接替Kimbell，立即生效。Ulta董事会成员Lorna Nagler表示，此次变动是公司继任计划的一部分。\n“Steelman曾担任总裁和首席运营官，...\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=158207&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.jin10.com/news/25/01/3KerOPN0Y4ZCCbt3yYMq7.png/lite","relate_stocks":{"LU0080751232.USD":"富达环球多元动力基金A","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999002232.USD":"Allianz Global High Payout USD","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4566":"资本集团","USAW.SI":"AMZN 3xLongSG261006","BRK.A":"伯克希尔","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","BK4220":"综合零售","BK4535":"淡马锡持仓","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","ULTA":"Ulta美容","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","AMZN":"亚马逊","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=158207&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2501222738","content_text":"Ulta美容(ULTA.O)首席执行官Dave Kimbell将立即卸任，公司周一宣布。他将担任顾问至6月28日。\n随着美容产品市场增长放缓，这家化妆品零售商希望通过更换领导层重新激发销售动力。现任总裁兼首席运营官Kecia Steelman将接替Kimbell，立即生效。Ulta董事会成员Lorna Nagler表示，此次变动是公司继任计划的一部分。\n“Steelman曾担任总裁和首席运营官，接任CEO并不意外，”D.A. Davidson分析师Michael Baker在周一的报告中写道。“她在Ulta已有10年资历，我们认为此次过渡相对有序。”\nKimbell自2014年加入Ulta，2021年起担任CEO，而Steelman同样自2014年起任职，并于2023年被任命为首席运营官。\nUlta股票在盘后交易中上涨1.9%，至每股439.50美元。然而过去12个月内，其股价下跌了约11%。\n随着疫情期间的美容产品需求高峰结束，市场竞争愈发激烈。像亚马逊(AMZN.O)和Sephora等公司在高端美容市场中不断抢占份额。此外，沃伦·巴菲特的伯克希尔哈撒韦A(BRK.A.N)在持有Ulta股份仅一个季度后就抛售，也让市场情绪受挫。\n不过，Baker认为市场份额的损失最糟糕的阶段可能已经过去。\n公司周一更新了第四季度业绩预期，称假日季表现强劲超出预期。Ulta预计，同店销售额将小幅增长，运营利润率将高于此前11.6%至12.4%的指导区间上限。\nBaker表示，这一更新支持了他关于竞争压力见顶的观点。\n“这是公司连续第二个季度同店销售优于预期，这表明随着Sephora与Kohls的店中店计划全面实施完毕，对Ulta销售的份额压力将会缓解，”他补充道。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2501222738"}