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，美容類別與健康和保健領域的融合增加了所有參與者的潛在市場。
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.
分析師帕蒂·卡納達在報告中表示，迄今爲止，中國的疲軟需求和美國的渠道中斷引發了美容類商品的廣泛拋售，「創造了有吸引力的選股機會」。
Kanada initiated coverage of two beauty stocks:
加拿大開始報道兩隻美容股：
The elf Beauty Thesis
精靈之美論文
The analyst initiated coverage of elf Beauty Inc (NYSE:ELF) with a Buy rating and a price target of $165.
該分析師開始對elf Beauty Inc（紐約證券交易所代碼：ELF）進行報道，評級爲買入，目標股價爲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.
加拿大在啓動說明中說，elf Beauty是 「美容領域增長最快、顛覆性最強的玩家」 之一。他補充說，儘管美容領域疲軟，但該公司仍在繼續獲得市場份額並實現增長。
"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.
該分析師寫道：「因此，我們預計該公司將繼續實現健康的收入增長，這要歸因於紀律嚴明的聖盃創新戰略和引起Z世代核心消費者的共鳴的顛覆性營銷技巧。」
Check out other analyst stock ratings.
查看其他分析師的股票評級。
The Coty Thesis
科蒂論文
Kanada initiated coverage of Coty Inc (NYSE:COTY) with a Neutral rating and a price target of $9.
加拿大開始對科蒂公司（紐約證券交易所代碼：COTY）進行報道，評級爲中性，目標股價爲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.
分析師表示，科蒂已經穩定了其消費美容業務，而其Prestige香水業務仍然強勁。他補充說，儘管該公司是一個 「強勁的轉型故事」，但美容領域的疲軟降低了其短期業績的可見度。
"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.
該分析師寫道：「管理層樂觀地認爲，下半年趨勢將開始改善，但我們持更爲謹慎的看法，因爲我們預計隨着銷量短缺的加劇以及COTY在掃描儀數據和百倍消費者信心數據方面的疲軟趨勢，競爭將加劇。」他進一步表示，隨着科蒂 「繼續簡化其運營結構，加快創新週期並加強其社交媒體營銷能力」，從長遠來看，機會是存在的。
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價格走勢：在週五發佈時，elf Beauty的股價上漲了2％，至134.14美元，科蒂的股價下跌了1.87％，至7.33美元。
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Photo: Nomad Soul via Shutterstock
照片：來自 Shutterstock 的 Nomad Soul
