收入遜預期 Michael Kors母公司Capri 股價仍大漲逾一 (3)
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MICHAEL KORS鏄笘鐣岀煡鍚嶇殑濂緢椋惧搧鍜屾垚琛ｈō瑷堝斧锛屼互鍏跺懡鍚嶇殑鍏徃鎴愮珛鏂?981骞达紝<a href="http://www.debaga.net/">MK鍖呭寘</a>鐢㈠搧娑佃搵濂冲＋绯诲垪銆佺敺澹郴鍒椼€佹墜琚嬨€侀瀷灞ャ€侀厤椋惧拰绂搧绛夈€侻ICHAEL KORS濮嬬祩鍌抽仦鑿編銆佺簿绶昏€屽厖婊胯嚜淇＄殑JET SET鐢熸椿鎱嬪害锛?a href="http://www.debaga.net/">MK 瀹樼恫</a>鐐烘秷璨昏€呮彁渚涚簿绶昏垏闅ㄦ€х浉瀹癸紝缍撳吀鑸囨懇鐧讳甫钃勭殑濂緢鐢熸椿鏂瑰紡楂旈銆?div class="intro">妯欑敖锛歏ersace,鑼冩€濆摬,Givi Holding,Jonathan Akeroyd,Donatella Versace,Santo Versace,Allegra Versace, MK 濂冲寘 鍙奙K,鏇瑰叾宄?Lawrence Stroll,Silas Chou,Patrick Lee,鏉庨仈搴?鏇瑰厜褰?Coach,Kate Spade,Ralph Lauren,鎷夌埦澶峰嫗鍊?F
<p>妯欑敖锛歏ersace,鑼冩€濆摬,Givi Holding,Jonathan Akeroyd,Donatella Versace,Santo Versace,Allegra Versace,<a href="http://www.debaga.net/c/mk-women-bag/">MK 濂冲寘</a>鍙奙K,鏇瑰叾宄?Lawrence Stroll,Silas Chou,Patrick Lee,鏉庨仈搴?鏇瑰厜褰?Coach,Kate Spade,Ralph Lauren,鎷夌埦澶峰嫗鍊?Fossil,No Agency,鍞愬皬鍞?Gucci,鍙らΤ,Kering,闁嬮洸,Bottega Veneta,钁嗚澏鍌?Jean-Marc Duplaix,Marco Bizzarri,Alessandro Michele,Yves Saint Laurent,鑱栫緟铇?Anthony Vaccarello,Louis Vuitton,璺槗濞佺櫥姣峀VMH,Safilo,闇為璜?Luxottica,闄搁仠姊崱,Burberry,鍗氭煆鍒?Giorgio Armani,鍠不路闃跨應灏?Prada,鏅媺閬?Miuccia Prada,Patrizio Bertelli,Miu Miu,Gucci,鍙らΤ,Marco Bizzarri,Alessandro Michele,Kering,闁嬮洸,Bottega Veneta,钁嗚澏鍌?LVMH,Louis Vuitton,璺槗濞佺櫥,Dior,杩ェ,No Agency,鍞愬皬鍞?Hermes,鎰涢Μ浠?Chanel,棣欏鍏?Gucci,鍙らΤ,Kering,闁嬮洸</p>
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<p>鐒℃檪灏氫腑鏂囩恫锛堝井淇¤櫉锛歯ofashioncn锛?019骞?鏈?鏃ワ細鍘诲勾搴曞墰鍓涘畬鎴愭敹璩糋ianni Versace SpA 鑼冩€濆摬锛屼甫鐢?a href="http://www.debaga.net/c/mk-women-bag/">Michael Kors濂冲寘</a>鍙奙K Holdings Ltd. (KORS) 鏇村悕鐐篊apri Holdings Ltd.(NYSE:CPRI)鐨勭編鍦嬪ア渚堝搧闆嗗湗鐩＄浜や粯鐬敹鍏ヤ綆鏂煎競鍫撮爯鏈熺殑涓夊搴︽キ绺撅紝浣嗗湪鎶曡硣鑰呮儏绶掍粖骞存寔绾岄珮婕茬殑鎯呮硜涓嬶紝鍛ㄤ笁鍦ㄨ秴闋愭湡鐨凟PS 鏁稿瓧鍜岀鍚堝競鍫撮爯鏈熺殑鍏ㄥ勾灞曟湜涓紝鑲″児鏆存疾閫句竴鎴愩€?/p>
<p>鎴嚦12鏈?9鏃ヤ笁瀛ｅ害锛孋apri 绱斿埄涓嬫粦8.0%锛岀敱2.194鍎勭編鍏冭穼鑷?.996鍎勭編鍏冿紝姣忚偂鏀剁泭鐢?.42缇庡厓璺岃嚦1.33缇庡厓锛岀稉瑾挎暣寰?.76缇庡厓鐨凟PS 濂芥柤Refinitiv闋愭湡鐨?.58缇庡厓鍜孼acks 闋愭湡鐨?.57缇庡厓銆備笁瀛ｅ害闆嗗湗鏀跺叆寰穼0.1%鑷?4.380鍎勭編鍏冿紝浣庢柤甯傚牬闋愭湡鐨?4.5鍎勭編鍏冿紝2018骞翠笁瀛ｅ害鐐?4.401鍎勭編鍏冿紝鍥哄畾鍖巼瑷堢畻锛屼笁瀛ｅ害鏀跺叆澧炲箙1.1%銆傝┎闆嗗湗鍦ㄤ簩瀛ｅ害妤妇鏈冧笂鐢氳嚦闋愭湡涓夊搴﹂姺鍞仈14.6鍎勭編鍏冦€?/p>
<p>涓嶉亷锛岀編鍦嬮泦鍦樿紩寰笂瑾垮叏骞存敹鍏ラ爯鏈燂紝鐢?1.25鍎勭編鍏冭嚦52.20鍎勭編鍏冿紝鍏朵腑鏃楄墻鍝佺墝Michael Kors 鍏ㄥ勾鏀跺叆闋愭湡45.1鍎勭編鍏冿紝鍚屽簵閵峰敭闋愭湡浣庡€嬩綅鏁歌穼骞咃紱Jimmy Choo 鍛ㄤ话鍌戝搧鐗屾敹鍏ラ爯鏈熻純姝ゅ墠5.80-5.90鍎勭編鍏冮爯鏈熶笅瑾胯嚦5.80鍎勭編鍏冿紱 Versace 鏀跺叆闋愭湡1.30鍎勭編鍏冦€?/p>
<p>鐢辨柤Versace鐨勮櫑鎼嶏紝Capri 澶у箙涓嬭鍏ㄥ勾鐕熸キ鍒╂饯鐜囬爯鏈熺敱18.2%鑷?7.3%锛屽叾涓璏ichael Kors 鍜孞immy Choo 鍏╁ぇ鍝佺墝鐕熸キ鍒╂饯鐜囬爯鏈熷垎鍒ョ偤19.5%鍜?.8%銆?/p>
<p>Capri 鍚屾檪涓婅鍏ㄥ勾adj EPS 鐢?.95-5.05缇庡厓鑷?.05-5.10缇庡厓锛屾拠闄ersace鏀惰臣锛屽闅汦PS 闋愭湡4.90-4.95缇庡厓锛屽ソ鏂糝efinitiv 闋愭湡鐨?.89缇庡厓銆?/p>
<p>闆嗗湗棣栧腑鍩疯瀹楯ohn D. Idol 琛ㄧず锛孯unway 2020 鎴扮暐涓嬶紝灏囩辜绾屽皥瑷籑ichael Kors 鍝佺墝鎭㈠京锛屼甫闋愯▓鏄庡勾鎭㈠京澧為暦锛?019璨″勾锛岄泦鍦橀爯瑷堝皣瀵︾従鍏╀綅鏁哥殑鏀跺叆澧為暦鍜宎dj EPS 姝ｉ潰琛ㄧ従锛岀辜绾屾湞钁?0鍎勬敹鍏ョ殑濂緢鍝侀泦鍦樼洰妯欓倎閫层€侸ohn Idol鍚屾檪绋憋紝闆嗗湗姝ｅ€熷姪鍦ㄩ厤浠堕鍒ョ殑鍎嫝锛屽公鍔╂柊鏀惰臣鐨勫搧鐗岄枊鎷撶浉闂滃搧椤炵敘鍝併€?/p>
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<p>Michael Kors 鍝佺墝瀛ｅ害鏀跺叆涓嬭穼3.7%鑷?2.764鍎勭編鍏冿紝2018璨″勾鍚屾湡鐐?3.254鍎勭編鍏冿紝鍥哄畾鍖巼璺屽箙2.7%銆傚叾涓浂鍞敹鍏ヤ笅婊?.0%锛岀敱8.463鍎勭編鍏冭穼鑷?.380鍎勭編鍏冿紝鍚屽簵閵峰敭鏈熷収閷勫緱2.4%鐨勮穼骞咃紝宸柤Consensus Metrix 闋愭湡鐨?.0%璺屽箙锛屽浐瀹氬尟鐜囪穼骞?.0%銆?/p>
<p>闉嬪饱鍜屽コ瑁濆悓搴楅姺鍞骞呮湭鑳芥姷娑堟牳蹇冮厤浠堕鍒ョ殑涓嬫粦锛屾湡鍏ч浕鍟嗛姺鍞闀风偤鍚屽簵閵峰敭璨㈢嵒290鍊嬪熀榛烇紝鍩烘湰鎶垫秷鐬悩琛ㄥ拰鐝犲椤炲垾灏嶅悓搴楅姺鍞?60鍊嬪熀榛炵殑璨犻潰褰遍熆銆?/p>
<p>棣栧腑璨″嫏瀹楾homas J. Edwards 鍦ㄨ病鍫卞緦妤妇鏈冧笂绋憋紝涓夊搴︼紝Michael Kors缇庢床鍜屾瓙娲插競鍫村悓搴楅姺鍞潎閷勫緱浣庡€嬩綅鏁歌穼骞咃紝鑰屼簽澶競鍫磋〃鐝炬渶宸紝閷勫緱涓€嬩綅鏁歌穼骞咃紝鍥哄畾鍖巼鍓囨敼鍠勮嚦浣庡€嬩綅鏁歌穼骞咃紝浣?0闁撳噲澧為杸搴楀埡婵€鏀跺叆瀵﹂殯閷勫緱浣庡€嬩綅鏁稿闀枫€備腑鍦嬪収鍦板競鍫撮寗寰椾腑鍊嬩綅鏁搁姺鍞闀凤紝浣嗘槸鏃ユ湰銆侀煋鍦嬨€侀娓拰婢抽杸甯傚牬閵峰敭涓嬫粦锛屼富瑕佸洜涓湅鍏у湴閬婂娑堣不鐤插急銆?/p>
<p>Thomas Edwards 琛ㄧず灏嶆槑骞翠簽澶競鍫存▊瑙€锛屽睍鏈涙湭渚嗭紝闋愯▓鍏у湴閬婂娑堣不鏈冮噸鐝惧闀枫€?/p>
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<p>鎿佹湁鐩稿悓浠ｈ█浜虹殑Michael Kors鍜孍st茅e Lauder 闆呰┅铇粵鍦?0-12鏈堢殑琛ㄧ従锛屽挨鍏舵槸浜炲お甯傚牬鐨勫弽宸〃鐝鹃’绀猴紝鍦ㄤ腑鍦嬬嚐閵风晫榧撳惞鐨勬槑鏄熲€滃付璨ㄢ€濊兘鍔涳紝瀵﹂殯铏涚劇绺圭凡銆傚搧鐗岀殑閵峰敭锛屽闅涗笂鏇村楂旂従鍦ㄧ嚐閵锋姇鍏ヤ箣涓婏紝鑰岀ぞ浜ゅ獟楂旈€氬父灏囦箣绨″柈鍖栵紝绛夊悓鏂艰崚璎殑鏄庢槦鈥滃付璨ㄢ€濊垏鍚︺€?/p>
<p>鍛ㄤ竴鍏綀妤妇鐨凟st茅e Lauder Cos. Inc. (NYSE:EL) 闆呰┅铇粵闆嗗湗2019璨″勾浜屽搴︼紝浜炲お甯傚牬閵峰敭棣栨绐佺牬10鍎勭編鍏冿紝涓﹀埡婵€闆嗗湗瀛ｅ害鏀跺叆棣栨绐佺牬40鍎勭編鍏冦€?0-12鏈堬紝闆呰┅铇粵闆嗕簽澶競鍫存敹鍏ョ敱8.74鍎勭編鍏冨鑷?0.20鍎勭編鍏冿紝澧炲箙16.7%锛屽浐瀹氬尟鐜囧骞?0%銆?/p>
<p>涓湅甯傚牬浠嶇劧鏄編鍦嬮泦鍦樺闀峰紩鎿庯紝Fabrizio Freda 琛ㄧず锛屾湭鐪嬪埌涓編璨挎槗鎽╂摝灏嶉泦鍦樻キ鍕欏湪涓湅甯傚牬鐨勬矕鎿婏紝濂緢椤炵編瀹圭敘鍝侀渶姹備粛鐒跺挤鍕侊紝涓湅宸ㄥぇ銆佸闀风殑涓敘闅庣礆浠嶇劧鐐洪泦鍦樺湪瑭插競鍫存彁渚涘嫊鍔涖€?/p>
<p>鎵圭櫦娓犻亾Michael Kors 鍝佺墝琛ㄧ従鍚屾ǎ涓嶄匠锛屾敹鍏ヨ穼骞?.3%鑷?.949鍎勭編鍏冿紝涓昏鍥犳竻鐞嗗韩瀛樹互鍙婂鍔犲叏鍍圭敘鍝侀姺鍞瓥鐣ュ奖闊裤€?/p>
<p>瑷卞彲鏀跺叆鍓囩敱4,830钀編鍏冭穼鑷?,350钀編鍏冿紝璺屽箙9.9%銆侸ohn Idol 鍦ㄦキ绺炬渻涓婅〃绀猴紝鍏ㄧ悆鏅傚皻鎵嬭〃椤炲垾绻肩簩涓嬫粦锛岃┎鍏徃姝ｅ彈鍒伴€欑ó闀锋湡瓒ㄥ嫝鐨勫奖闊匡紝涓﹂爯瑷堬紝鎵嬭〃涓嬫粦灏囧湪鍥涘搴﹀欢绾岋紝涓︽寔鑷?020璨″勾锛屼笖闄嶅箙灏囪秴閬庨爯鏈熴€?/p>
<p>涓婅堪瑷€璜栦害鐩存帴褰遍熆鍏╁ぇ缇庡湅閻樿〃鍒堕€犲晢鐨勮偂鍍癸紝鍛ㄤ笁Michael Kors鎵嬭〃妤嫏浠ｇ悊鍟咶ossil Group Inc. (NASDAQ:FOSL) 鍖栫煶闆嗗湗鑲″児澶ц穼9.66%锛岄亷鍘?鍊嬫湀锛岃┎鑲″凡缍撹叞鏂紝鑰孧ovado Group Inc. (NYSE:MOV) 鎽╁嚒闄€鑲″児6鏃ヤ害澶ц穼3.86%銆?/p>
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<p>鏀跺叆涓嬫粦灏庤嚧Michael Kors瀛ｅ害鐕熸キ鍒╂饯涓嬫粦7.6%鑷?.845鍎勭編鍏冿紝涓婂勾鍚屾湡鐐?.078鍎勭編鍏冿紝鍏朵腑闆跺敭妤嫏鐕熸キ鍒╂饯鐜?7.9%鎸夊勾鏆磋穼340鍊嬪熀榛烇紝缍撹鏁村緦19.4%鎸夊勾鏆磋穼330鍊嬪熀榛烇紱鎵圭櫦妤嫏鐕熸キ鍒╂饯鐜?7.5%鎸夊勾鏈?20鍊嬪熀榛炵殑澧炲箙锛岀稉瑾挎暣寰?8.2%鎸夊勾澶ф疾320鍊嬪熀榛炪€?/p>
<p>鍫卞憡鏈熷収Michael Kors搴瓨澧炲箙8.2%鑷?.062鍎勭編鍏冦€?/p>
<p>Telsey Advisory Group 鍒嗘瀽甯獶ana Telsey 鍦ㄥ懆涓夌殑鍫卞憡涓〃绀猴紝閼掓柤Michael Kors 鐨勭柌寮辫〃鐝撅紝灏岰apri鎸佷繚鐣欐剰瑕嬨€傚ス琛ㄧず锛岀敱鏂糓ichael Kors 鏈鎻愬崌鐩堝埄锛岄爯瑷堟槑骞村叕鍙稿儏鑳界董鎸佸埄娼ゆ寔骞炽€傝┎姗熸绲︿簣Capri 鈥滆垏澶у競榻婂钩鈥濊绱氬強46缇庡厓鐩鍍广€?/p>
<p>涓嶉亷锛孨omura Instinet 閲庢潙璀夊埜鍒嗘瀽甯玈imeon Siegel 鍓囩ū锛岀編鍦嬪ア渚堝搧闆嗗湗鐨勯暦鏈熷睍鏈涘彲浠ョ郸浜堟姇璩囪€呬俊蹇冿紝鐩＄Capri杩勪粖鐐烘閮借瑾嶇偤鏄笉鑹硣鐢㈢祫鍚堬紝浣嗘槸浠栬獚鐐洪泦鍦樹笁澶у搧鐗屾槸鏈夊埄鐨勫搧鐗岀祫鍚堛€?/p>
<p>2018骞?鏈堬紝瀹ｄ綀浠?8.3鍎勬瓙鍏冿紝绱勫悎21.2鍎勭編鍏冿紝鍏ㄨ硣鏀惰臣鑼冩€濆摬寰岋紝鎶曡硣鑰呭ぇ鑸夋媼鍞甅ichael Kors Holdings Ltd. (KORS)鑲＄エ锛岄亷鍘讳笁鍊嬫湀锛岃┎鍏徃鑲″児鏆磋穼鍥涘垎涔嬩竴锛屼甫璺戣几鍚岃Tapestry, Inc. (NYSE:TPR)锛屽緦鑰呮棗涓婥oach 钄婚Τ鍝佺墝鍦ㄩ亷鍘诲崄骞磋垏Michael Kors 灞曢枊鍏ㄦ柟闈㈢殑婵€鐑堢鐖紝鍙婅嚦鐝炬檪锛屽叐闁撳叕鍙稿湇绻炵鐖搧鐗岀祫寤哄ア渚堝搧闆嗗湗锛屼絾鎴嚦鍛ㄤ簩鏀剁洡锛孴apestry 閫?10鍎勭編鍏冪殑甯傚€硷紝閬犻珮鏂糃apri鐨?5鍎勭編鍏冨競鍊硷紝鍗充娇鍛ㄤ笁澶ф疾锛孋apri甯傚€间粛閬淭apestry 閫句笁鍒嗕箣涓€銆?/p>
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<p>缇庡湅鍏徃鍦ㄨ病鍫变腑鍚屾檪闋愭湡锛屾柊鏀惰臣鐨勫叐澶у搧鐗?021銆?022璨″勾鏀跺叆闆欎綅鏁稿闀凤紝鍏呭垎铻嶅叆闆嗗湗寰屽皣鍒烘縺闆嗗湗鍒╂饯闆欎綅鏁稿闀凤紝浣哅ichael Kors 闅昏兘閷勫緱浣庡€嬩綅鏁稿骞呫€傝€?020-2022璨″勾鐕熸キ鍒╂饯鐜囧皣浼撮毃楂樼鍝佺墝瑷诲叆鍒嗗垾閷勫緱15.5%銆?6.0%鍜?7.0%銆傞泦鍦橀爯鏈?020璨″勾鏀跺叆61鍎勭編鍏冿紝楂樻柤甯傚牬闋愭湡鐨?8鍎勭編鍏冿紝鍏朵腑Versace鍜孞immy Choo鍒嗗垾璨㈢嵒9.00鍎勭編鍏冨拰6.50鍎勭編鍏冿紝鍙﹀45.5鍎勭編鍏冪敱Michael Kors璨犺铂銆?/p>
<p>鍛ㄤ笁鏀剁洡锛屽湪涓湡妤妇灞曟湜鎻愭尟涓嬶紝Capri Holdings Ltd.(NYSE:CPRI)鑲″児澶ф疾11.30%鏀跺牨48.47缇庡厓锛屽皣浠婂勾杩勪粖鐨勬疾骞呮摯澶ц嚦27.82%锛屼竴鑸夎窇璐廡apestry, Inc. (NYSE:TPR)16.47%鐨勬疾骞咃紝涓嶉亷锛岄亷鍘?2鏈堝叐闁撳叕鍙歌偂鍍瑰垎鍒ヤ笅璺岀灜21.54%鍜?6.68%銆?/p>
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<p>鎴嚦12鏈?9鏃ヤ笁瀛ｅ害锛孋apri 绱斿埄涓嬫粦8.0%锛岀敱2.194鍎勭編鍏冭穼鑷?.996鍎勭編鍏冿紝姣忚偂鏀剁泭鐢?.42缇庡厓璺岃嚦1.33缇庡厓锛岀稉瑾挎暣寰?.76缇庡厓鐨凟PS 濂芥柤Refinitiv闋愭湡鐨?.58缇庡厓鍜孼acks 闋愭湡鐨?.57缇庡厓銆備笁瀛ｅ害闆嗗湗鏀跺叆寰穼0.1%鑷?4.380鍎勭編鍏冿紝浣庢柤甯傚牬闋愭湡鐨?4.5鍎勭編鍏冿紝2018骞翠笁瀛ｅ害鐐?4.401鍎勭編鍏冿紝鍥哄畾鍖巼瑷堢畻锛屼笁瀛ｅ害鏀跺叆澧炲箙1.1%銆傝┎闆嗗湗鍦ㄤ簩瀛ｅ害妤妇鏈冧笂鐢氳嚦闋愭湡涓夊搴﹂姺鍞仈14.6鍎勭編鍏冦€?/p>
<p>涓嶉亷锛岀編鍦嬮泦鍦樿紩寰笂瑾垮叏骞存敹鍏ラ爯鏈燂紝鐢?1.25鍎勭編鍏冭嚦52.20鍎勭編鍏冿紝鍏朵腑鏃楄墻鍝佺墝Michael Kors 鍏ㄥ勾鏀跺叆闋愭湡45.1鍎勭編鍏冿紝鍚屽簵閵峰敭闋愭湡浣庡€嬩綅鏁歌穼骞咃紱Jimmy Choo 鍛ㄤ话鍌戝搧鐗屾敹鍏ラ爯鏈熻純姝ゅ墠5.80-5.90鍎勭編鍏冮爯鏈熶笅瑾胯嚦5.80鍎勭編鍏冿紱 Versace 鏀跺叆闋愭湡1.30鍎勭編鍏冦€?/p>
<p>鐢辨柤Versace鐨勮櫑鎼嶏紝Capri 澶у箙涓嬭鍏ㄥ勾鐕熸キ鍒╂饯鐜囬爯鏈熺敱18.2%鑷?7.3%锛屽叾涓璏ichael Kors 鍜孞immy Choo 鍏╁ぇ鍝佺墝鐕熸キ鍒╂饯鐜囬爯鏈熷垎鍒ョ偤19.5%鍜?.8%銆?/p>
<p>Capri 鍚屾檪涓婅鍏ㄥ勾adj EPS 鐢?.95-5.05缇庡厓鑷?.05-5.10缇庡厓锛屾拠闄ersace鏀惰臣锛屽闅汦PS 闋愭湡4.90-4.95缇庡厓锛屽ソ鏂糝efinitiv 闋愭湡鐨?.89缇庡厓銆?/p>
<p>闆嗗湗棣栧腑鍩疯瀹楯ohn D. Idol 琛ㄧず锛孯unway 2020 鎴扮暐涓嬶紝灏囩辜绾屽皥瑷籑ichael Kors 鍝佺墝鎭㈠京锛屼甫闋愯▓鏄庡勾鎭㈠京澧為暦锛?019璨″勾锛岄泦鍦橀爯瑷堝皣瀵︾従鍏╀綅鏁哥殑鏀跺叆澧為暦鍜宎dj EPS 姝ｉ潰琛ㄧ従锛岀辜绾屾湞钁?0鍎勬敹鍏ョ殑濂緢鍝侀泦鍦樼洰妯欓倎閫层€侸ohn Idol鍚屾檪绋憋紝闆嗗湗姝ｅ€熷姪鍦ㄩ厤浠堕鍒ョ殑鍎嫝锛屽公鍔╂柊鏀惰臣鐨勫搧鐗岄枊鎷撶浉闂滃搧椤炵敘鍝併€?/p>
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<p>Michael Kors 鍝佺墝瀛ｅ害鏀跺叆涓嬭穼3.7%鑷?2.764鍎勭編鍏冿紝2018璨″勾鍚屾湡鐐?3.254鍎勭編鍏冿紝鍥哄畾鍖巼璺屽箙2.7%銆傚叾涓浂鍞敹鍏ヤ笅婊?.0%锛岀敱8.463鍎勭編鍏冭穼鑷?.380鍎勭編鍏冿紝鍚屽簵閵峰敭鏈熷収閷勫緱2.4%鐨勮穼骞咃紝宸柤Consensus Metrix 闋愭湡鐨?.0%璺屽箙锛屽浐瀹氬尟鐜囪穼骞?.0%銆?/p>
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<p>棣栧腑璨″嫏瀹楾homas J. Edwards 鍦ㄨ病鍫卞緦妤妇鏈冧笂绋憋紝涓夊搴︼紝Michael Kors缇庢床鍜屾瓙娲插競鍫村悓搴楅姺鍞潎閷勫緱浣庡€嬩綅鏁歌穼骞咃紝鑰屼簽澶競鍫磋〃鐝炬渶宸紝閷勫緱涓€嬩綅鏁歌穼骞咃紝鍥哄畾鍖巼鍓囨敼鍠勮嚦浣庡€嬩綅鏁歌穼骞咃紝浣?0闁撳噲澧為杸搴楀埡婵€鏀跺叆瀵﹂殯閷勫緱浣庡€嬩綅鏁稿闀枫€備腑鍦嬪収鍦板競鍫撮寗寰椾腑鍊嬩綅鏁搁姺鍞闀凤紝浣嗘槸鏃ユ湰銆侀煋鍦嬨€侀娓拰婢抽杸甯傚牬閵峰敭涓嬫粦锛屼富瑕佸洜涓湅鍏у湴閬婂娑堣不鐤插急銆?/p>
<p>Thomas Edwards 琛ㄧず灏嶆槑骞翠簽澶競鍫存▊瑙€锛屽睍鏈涙湭渚嗭紝闋愯▓鍏у湴閬婂娑堣不鏈冮噸鐝惧闀枫€?/p>
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<p>鍛ㄤ竴鍏綀妤妇鐨凟st茅e Lauder Cos. Inc. (NYSE:EL) 闆呰┅铇粵闆嗗湗2019璨″勾浜屽搴︼紝浜炲お甯傚牬閵峰敭棣栨绐佺牬10鍎勭編鍏冿紝涓﹀埡婵€闆嗗湗瀛ｅ害鏀跺叆棣栨绐佺牬40鍎勭編鍏冦€?0-12鏈堬紝闆呰┅铇粵闆嗕簽澶競鍫存敹鍏ョ敱8.74鍎勭編鍏冨鑷?0.20鍎勭編鍏冿紝澧炲箙16.7%锛屽浐瀹氬尟鐜囧骞?0%銆?/p>
<p>涓湅甯傚牬浠嶇劧鏄編鍦嬮泦鍦樺闀峰紩鎿庯紝Fabrizio Freda 琛ㄧず锛屾湭鐪嬪埌涓編璨挎槗鎽╂摝灏嶉泦鍦樻キ鍕欏湪涓湅甯傚牬鐨勬矕鎿婏紝濂緢椤炵編瀹圭敘鍝侀渶姹備粛鐒跺挤鍕侊紝涓湅宸ㄥぇ銆佸闀风殑涓敘闅庣礆浠嶇劧鐐洪泦鍦樺湪瑭插競鍫存彁渚涘嫊鍔涖€?/p>
<p>鎵圭櫦娓犻亾Michael Kors 鍝佺墝琛ㄧ従鍚屾ǎ涓嶄匠锛屾敹鍏ヨ穼骞?.3%鑷?.949鍎勭編鍏冿紝涓昏鍥犳竻鐞嗗韩瀛樹互鍙婂鍔犲叏鍍圭敘鍝侀姺鍞瓥鐣ュ奖闊裤€?/p>
<p>瑷卞彲鏀跺叆鍓囩敱4,830钀編鍏冭穼鑷?,350钀編鍏冿紝璺屽箙9.9%銆侸ohn Idol 鍦ㄦキ绺炬渻涓婅〃绀猴紝鍏ㄧ悆鏅傚皻鎵嬭〃椤炲垾绻肩簩涓嬫粦锛岃┎鍏徃姝ｅ彈鍒伴€欑ó闀锋湡瓒ㄥ嫝鐨勫奖闊匡紝涓﹂爯瑷堬紝鎵嬭〃涓嬫粦灏囧湪鍥涘搴﹀欢绾岋紝涓︽寔鑷?020璨″勾锛屼笖闄嶅箙灏囪秴閬庨爯鏈熴€?/p>
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