Meet Kevin 对 $ULTA 的判断变化

频道资料 →本频道有 3 位标注的说话人:Adam Jonas、Goldman Sachs、Wells Fargo共 1 条
2026-08-27
Major Earnings: Marvell, Iren, Autodesk, Affirm, Workday Stock
Ulta虽小幅超出盈利预期并提高回购规模,但3.8%的同店销售增速放缓显示增长疲软。

Ulta Beauty、Affirm 和 Workday 都发布了财报。你知道,Autodesk 软件、Workday 软件、Affirm 消费信贷、Ulta 消费购物、Iron Neocloud,当然还有 Marvell Tech,我们要看看在 AS6 定制 AS6 CPO 采用方面我们处于什么位置。我们会看到的,这会非常有趣。

Uh Ulta Beauty Affirm and Workday all report. you know autodesk software workday software a firm consumer lending Ulta consumer purchasing iron neocloud and then of course Marll tech for where do we stand on AS6 custom AS6 CPO adoption we'll see it's going to be really interesting