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。
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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
然后，当然，还有 Affirm 和 Ulta。所以，我们走着瞧。
And then, of course, the firm and Ulta. So, we'll see.
Ulta 刚刚发布了财报。好的，Ulta 的财年营业利润增长实际上正在爆发。Uh，Ulta 预计财年营业利润增长为 8.8%。预期是多少呢，让我看看，这里是 6.5 加上 1.25，即 7.75%，预期是 7.75%。所以这算是一个小小的超预期。
Ulta just came out. Okay, Ulta's got fiscal year operating income growth. It's actually popping off. Uh Ulta that is a 8.8% operating income growth projected for fiscal year. Expectation was uh let's see here 6.5 plus 1.25. 25 7.75 expectation was 7.75%. So that's a little bit of a beat here.
Ulta 增加了股票回购额度。Ulta 的回购金额从 15 亿美元增加到了 18 亿美元。我有财年 EPS。财年 EPS 实际值为 28.85，而之前的预测是 28.58。所以这是一个 28.85 除以 28.58 的超预期，大约是 0.94% 的超预期。嗯，所以并没有太多真正令人兴奋的地方。
Got an increased buyback at Ulta. Ulta buyback up to 1.8 billion from 1.5 billion. I've got fiscal year EPS. Fiscal year EPS comes in at 2885 forecast and prior forecast was 42 22 36 + 22 comes in at 2858 prior forecast. So that's a beat of 28.85 85 divided by 28.58 is a beat of about 0.94%. Eh, so not not much really exciting there.
我关注的是Ulta。我们已覆盖Marll，无新消息。Ulta。我们已覆盖Marll，无新消息。Autodesk，亦无新消息。
I've got Ulta. We covered Marll. Nothing new. Ulta. We covered Marll. Nothing new. Autodesk, not new.
好的。Ulta Beauty，我们看到其提高了股票回购计划。我想了解Ulta的利润率表现如何。让我们去看看。Ulta的利润率。看看我们有什么资料。Ulta投资者关系页面。好的。
第二季度报告。新闻稿。哦，他们实际上立即发布了10-Q表格。因此，同店销售额仅增长3.8%。这绝对是增速放缓。
H okay. Ulta Beauty, we saw they increase their buyback plan. I wonder how Ulta's margins are doing. Let's go take a look. So, Ulta margins. Let's go see what we have. Ulta Investor relations. Okay. Second quarter report. press release. Oh, they actually released their 10Q right away. So, comp sales are only up 3.8%. So, that's definitely a slowdown.
我想了解Ulta的表现情况。让我们来查一下。Ulta，上涨约0.9%。我的意思是，如果Ulta在同店销售增长仅为3%左右的情况下还能上涨，这表明市场此前的预期甚至更差。这个增长率相当低。是的，3.8%。
I wonder how Ulta is behaving. Let's find out. Ulta, that's up about 0.9. I mean, that's a suggestion suggestion that people had uh even worse expectations if uh if Ulta's up on comp sales being like 3%. It's pretty freaking low. Yeah. 3.8%.
不过我看到毛利润率保持稳定。呃，或者说是39.1%的毛利。虽然你并没有赚很多钱。39%的毛利率。毛利润有所增加。
I've got gross profit margins holding though. 3 uh or 30 39.1% gross. You don't really make a lot of money though. 39% gross. Gross profit increased.
然后他们收购了SpaceNK。好的。那是一家什么样的公司？像荷兰公司吗？SpaceNK。它是……哦，它是一家美妆公司，而且是一家英国公司。SpaceNK。这是创始人Nikki Kinard名字的首字母缩写。
Kinard。好的。所以这只是对Ulta的一个简短补充观察。
H then they acquired SpaceNK. Okay. What is that like Dutch company? SpaceNK. It is Oh, it's a beauty company and it's a British company. SpaceNK. It's the uh they're the initials of a founder Nikki Kinard. Kinard. Okay. Then so that's just a brief extra kind of look at uh Ulta.
那么一家公司，之前的同店销售数据是多少来着？呃，关于Ulta，我们的同店销售增速放缓至3%区间。
So a firm and what were the comp sales again? Uh on Ulta we had comp sales slow to 3% range.
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