Elf Beauty Vs. Coty: Which Beauty Stock To Buy — 'Disruptive' Player Or 'Strong Transformation Story'?
Elf Beauty Vs. Coty: Which Beauty Stock To Buy — 'Disruptive' Player Or 'Strong Transformation Story'?
The analyst initiated coverage of The convergence of the beauty category with the health and wellness segment has increased the addressable market for all players, according to Goldman Sachs.
高盛表示，美容领域与健康和保健行业的融合增加了所有参与者可触及的市场。
Soft demand in China and channel disruptions in the U.S. have triggered a broad selloff in the beauty category year to date, "creating attractive stock-picking opportunities," analyst Patty Kanada said in the note.
中国需求疲软以及美国渠道中断导致美容领域在年初至今出现广泛抛售，分析师帕蒂·卡纳达在报告中表示，这"创造了吸引人的股票选择机会。"
Kanada initiated coverage of two beauty stocks:
卡纳达开始关注两只美容股票：
The elf Beauty Thesis
Elf Beauty论文
The analyst initiated coverage of elf Beauty Inc (NYSE:ELF) with a Buy rating and a price target of $165.
分析师将elf Beauty Inc（纽交所：ELF）的评级定为买入，并设定目标价为165美元。
elf Beauty is among the "fastest growing and most disruptive players in beauty," Kanada said in the initiation note. The company has continued to gain market share and generated growth, despite softening in the beauty category, he added.
卡纳达在启动报告中表示，elf Beauty是"增长最快和最具颠覆性创新的美容企业之一"。该公司尽管在美容领域有所减弱，仍持续获得市场份额并实现增长。
"As such, we expect the company to continue to deliver healthy topline growth fueled by a disciplined holy grail innovation strategy and disruptive marketing techniques that resonate with core Gen Z consumers," the analyst wrote.
分析师在报告中写道："因此，我们预计该公司将继续以严谨的圣杯创新策略和与核心Z世代消费者共鸣的颠覆性营销技术推动健康的营业收入增长。"
Check out other analyst stock ratings.
查看其他分析师的股票评级。
The Coty Thesis
科蒂论文
Kanada initiated coverage of Coty Inc (NYSE:COTY) with a Neutral rating and a price target of $9.
加拿大开始对科蒂(纽交所:COTY)进行覆盖，给予中立评级，目标价格为9美元。
Coty has stabilized its Consumer Beauty business, while its Prestige Fragrance business remains strong, the analyst said. While the company is a "strong transformation story," the softening in the beauty category lowers the visibility into its near-term performance, he added.
分析师表示，科蒂已稳定其消费美容业务，而其奢侈香水业务仍然强劲。他补充道，尽管该公司是一个"强大的转型故事"，但美容类别的放缓降低了其短期业绩的可见度。
"Management is optimistic trends will begin to improve in 2H25, but we take a more cautious view as we expect competition to intensify as volume scarcity grows and given softening trends for COTY in scanner data as well as HundredX consumer sentiment data," the analyst wrote. There is opportunity in the longer term, as Coty "continues to simplify its operating structure, speed up its innovation cycle and strengthen its social media marketing capabilities," he further stated.
"管理层乐观地认为，趋势将在2025年下半年开始改善，但由于成交量稀缺的加剧以及COTY在扫描仪数据和HundredX消费者情绪数据上的放缓趋势，我们采取更加谨慎的观点，"分析师写道。长期来看，由于科蒂"持续简化其运营结构，加快创新周期，加强社交媒体营销能力"，仍有机会，"他进一步指出。
ELF, COTY Price Actions: At the time of publication on Friday, shares of elf Beauty had risen by 2% to $134.14 and Coty's stock had declined by 1.87% to $7.33.
ELF，COTY价格走势：在星期五发布时，Elf Beauty的股票上涨了2%，至134.14美元，而科蒂的股票下跌了1.87%，至7.33美元。
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Photo: Nomad Soul via Shutterstock
照片：Nomad Soul via Shutterstock
