凭借其价值定位，ELF 具备强劲的长期上行空间，股价有望达到数百美元。
逐段跳播
今天我想谈的第二个话题是油价如何影响 Celsius 和 ELF。我还想分享一些关于股票的消息。所以，如果你持有Celsius股票、ELF股票，或者对它们有任何关注，我想你会喜欢的。
Second subject I want to get into here today is how oil prices affect Celsius and ELF. And I also want to share some news in regards to stocks. So, if you own Celsius stock, ELF stock, care anything about those, I think you'll enjoy that.
接下来，在我们真正开始讨论油价如何影响Celsius和ELF，并分享一些相关消息之前，
next up here, so before we actually get into how oil prices affects Celsius and ELF and also share some news in regards to that,
好，关于这两只股票，听着，如果你看像ELF这样的公司，对吧？ELF可能会以几种方式受到油价的影响。石化成分。许多化妆品使用的石化产品直接来自原油。当油价飙升时，原材料成本就会上升。
运输和包装。更高的燃料成本使全球航运、货运和包装更加昂贵。而ELF估计过，我想这实际上是最新的一个季度，估计如果原油均价在每桶100美元左右，公司将面临1500万到2000万美元的增量成本压力。
Okay, in regards to these two stocks, listen, if you look at a company like ELF, right? ELF can be affected by oil prices in a few ways. Prochemical ingredients. Many cosmetics use petrochemicals derived directly from crude oil.
When oil prices surge, uh raw ingredient costs go up. Transportation and packaging. Higher fuel costs make global shipping, freight, and packaging more expensive. And ELF has estimated, I think this is the most recent quarter actually, estimated that if crude oil averages around $100 a barrel, the company faces 15 to$20 million in incremental cost headwinds.
好。所以现在要记住，当我们谈论ELF的产品时，其中许多都非常小。好。非常小而且非常轻。那么这在运输方面对E.L.F.有负面影响吗？有，但没那么大。我想说这在成分方面可能更重要一些。好。所以关于这家公司，这是需要记住的一点。
Okay. So now keep in mind when we're talking about ELF's products, many of them are very small. Okay. Very small and very light. So does this negatively affect E.L.F. as far as transportation?
Yes, but not that much. I would say this probably matters a little bit more in regards to ingredients. Okay. So just something to kind of keep in mind there in regards to this particular company.
现在，有些人会感到害怕的是这种可自由支配支出放缓。燃料价格上涨也让消费者的可支配收入减少，这可能减缓美容产品的零售需求。听着，我不在乎油价是4美元、8美元还是2美元，好吗？如果有人要买化妆品，他们就会买化妆品。
好吗？而当我们谈论E.L.F.时，他们是在经济环境收紧时最有条件繁荣发展的公司，因为如果每个人都有很多钱，他们可能会，你知道，买更贵的化妆品和美容产品。但如果手头紧一点，你猜怎么着？
E.L.F. 75%的产品定价在10美元或以下。好吗？75%定价在10美元及以下。所以，我看待这件事的方式是，无论经济如何，无论油价如何，E.L.F.始终处于有利位置。但如果人们手头更紧，他们也不会停止购买化妆品。
如果他们需要睫毛膏，他们就会去买睫毛膏。好吗？如果他们需要眼影，他们就会去买眼影。如果他们需要，你知道，一些唇部产品，他们就会买。他们可能不会买那些更贵的品牌，也许每个产品30美元、40美元、50美元。
但你知道吗？他们会去买一些E.L.F.，因为E.L.F.以产品质量好、价格非常实惠而闻名。好吗？所以这是需要记住的一点。
Now, something some people get scared about is this discretionary spending slowdown. Elevated fuel prices also leave consumers with less disposable income, which can slow down retail demand for beauty products.
Listen, I don't care if gas prices of $4, $8 or $2, okay? If somebody's going to get cosmetics products, they're getting cosmetics pro products. Okay? And when we're talking about E.L.F., They're the company that's the most well positioned to prosper under tighter economic conditions because if everybody's got a ton of money, they might, you know, uh, buy more expensive makeup and beauty products.
But if things are a little tighter, guess what? 75% of E.L.F.'s products are priced at $10 or under. Okay? 75% are priced at $10 and under. So, the way I would look at this is E.L.F. is always in a great position regardless of the economy, regardless of oil prices.
But if people are tighter on money, they're not going to stop buying cosmetics products. If they need mascara, they're going to buy the flip and flapjack and mascara. Okay? If they need eyeshadow, they're going to get the eyeshadow.
If they need, you know, some stuff for their lips, they're buying it. They might not buy the more expensive brands that are maybe 30 bucks, 40 bucks a product, 50 bucks. But you know what?
They'll go get some E.L.F. because E.L.F. is known for having great quality products at very affordable prices. Okay? And so that's something to kind of keep in mind there.
所以对于像Celsius和ELF这样的公司，如果你相信这些公司有巨大的长期上涨空间，对吧？
And so with these companies like Celsius and and ELF, if you believe these ones have great long-term upside, right?
我喜欢Celsius，我也真的很喜欢ELF。我喜欢它们的长期上涨空间。ELF可能在两周后到85美元。也可能在两周后到115美元。我不知道。我也不在乎。
And I like Celsius, and I really like ELF. And I like the long-term upside there. ELF could be 85 bucks 2 weeks from now. It could be 115 two bucks from now. I don't know. And I don't care.
ELF长期来看，我认为可能成为一只几百美元的股票。
ELF long-term, I think, could be a several hundred stock.
这个频道对 $ELF 的历次判断
Financial Education 在这只股票上共 5 条判断，这里只列相邻的几条。