{"id":5098,"date":"2025-08-19T06:30:35","date_gmt":"2025-08-18T23:30:35","guid":{"rendered":"https:\/\/nopphatnguoi.vn\/blog\/nhieu-cong-ty-cham-soc-ca-nhan-bao-lai-quy-1-kha-quan\/"},"modified":"2025-08-19T06:30:39","modified_gmt":"2025-08-18T23:30:39","slug":"nhieu-cong-ty-cham-soc-ca-nhan-bao-lai-quy-1-kha-quan","status":"publish","type":"post","link":"https:\/\/nopphatnguoi.vn\/blog\/nhieu-cong-ty-cham-soc-ca-nhan-bao-lai-quy-1-kha-quan\/","title":{"rendered":"Nhi\u1ec1u c\u00f4ng ty ch\u0103m s\u00f3c c\u00e1 nh\u00e2n b\u00e1o l\u00e3i qu\u00fd 1 kh\u1ea3 quan"},"content":{"rendered":"<div>\n<p>Khi m&ugrave;a b&aacute;o c&aacute;o t&agrave;i ch&iacute;nh qu&yacute; 1 d&#7847;n kh&eacute;p l&#7841;i, b&#7913;c tranh v&#7873; t&igrave;nh h&igrave;nh kinh doanh c&#7911;a c&aacute;c c&ocirc;ng ty h&agrave;ng ch&#259;m s&oacute;c c&aacute; nh&acirc;n &#273;&atilde; tr&#7903; n&ecirc;n r&otilde; r&agrave;ng h&#417;n. Trong b&#7889;i c&#7843;nh kinh t&#7871; kh&ocirc;ng m&#7845;y l&#7841;c quan, c&aacute;c c&ocirc;ng ty trong l&#297;nh v&#7921;c n&agrave;y v&#7851;n th&#7875; hi&#7879;n s&#7921; ki&ecirc;n c&#432;&#7901;ng v&agrave; th&#7853;m ch&iacute; l&agrave; t&#259;ng tr&#432;&#7903;ng &#7845;n t&#432;&#7907;ng. Est&eacute;e Lauder, m&#7897;t trong nh&#7919;ng c&aacute;i t&ecirc;n h&agrave;ng &#273;&#7847;u trong ng&agrave;nh, l&agrave; m&#7897;t v&iacute; d&#7909; &#273;i&#7875;n h&igrave;nh.<\/p>\n<figure><img decoding=\"async\" src=\"https:\/\/media.tripmap.vn\/blog-npn\/2025\/08\/nhieu-cong-ty-cham-soc-ca-nhan-bao-lai-quy-1-kha-quan.webp\" alt=\"The Honest Company Total Revenue\" width=\"100%\"><figcaption>The Honest Company Total Revenue<\/figcaption><\/figure>\n<p>C&aacute;c s&#7843;n ph&#7849;m ch&#259;m s&oacute;c c&aacute; nh&acirc;n th&#432;&#7901;ng &#273;&#432;&#7907;c x&#7871;p v&agrave;o lo&#7841;i h&agrave;ng h&oacute;a discretionary, ngh&#297;a l&agrave; ng&#432;&#7901;i ti&ecirc;u d&ugrave;ng c&oacute; th&#7875; d&#7877; d&agrave;ng c&#7855;t gi&#7843;m chi ti&ecirc;u trong th&#7901;i k&#7923; kh&oacute; kh&#259;n. Tuy nhi&ecirc;n, tr&ecirc;n th&#7921;c t&#7871;, ng&#432;&#7901;i ti&ecirc;u d&ugrave;ng c&oacute; xu h&#432;&#7899;ng duy tr&igrave; ho&#7863;c th&#7853;m ch&iacute; t&#259;ng chi ti&ecirc;u cho l&#297;nh v&#7921;c n&agrave;y, m&#7897;t hi&#7879;n t&#432;&#7907;ng &#273;&#432;&#7907;c g&#7885;i l&agrave; &#8220;hi&#7879;u &#7913;ng son m&ocirc;i&#8221; (the lipstick effect). &#272;i&#7873;u n&agrave;y x&#7843;y ra khi ng&#432;&#7901;i ti&ecirc;u d&ugrave;ng v&#7851;n mu&#7889;n c&oacute; nh&#7919;ng s&#7843;n ph&#7849;m sang tr&#7885;ng gi&aacute; c&#7843; ph&#7843;i ch&#259;ng nh&#432; m&#7929; ph&#7849;m v&agrave; ch&#259;m s&oacute;c s&#7913;c kh&#7887;e.<\/p>\n<figure><img decoding=\"async\" src=\"https:\/\/media.tripmap.vn\/blog-npn\/2025\/08\/nhieu-cong-ty-cham-soc-ca-nhan-bao-lai-quy-1-kha-quan-2.webp\" alt=\"Est&eacute;e Lauder Total Revenue\" width=\"100%\"><figcaption>Est&eacute;e Lauder Total Revenue<\/figcaption><\/figure>\n<p>Trong qu&yacute; 1, 12 c&ocirc;ng ty h&agrave;ng ch&#259;m s&oacute;c c&aacute; nh&acirc;n m&agrave; ch&uacute;ng t&ocirc;i theo d&otilde;i &#273;&atilde; b&aacute;o c&aacute;o doanh thu m&#7841;nh m&#7869;. Nh&oacute;m n&agrave;y &#273;&atilde; v&#432;&#7907;t qua &#432;&#7899;c t&iacute;nh &#273;&#7891;ng thu&#7853;n c&#7911;a c&aacute;c nh&agrave; ph&acirc;n t&iacute;ch v&#7873; doanh thu l&agrave; 2,4%, trong khi h&#432;&#7899;ng d&#7851;n doanh thu cho qu&yacute; ti&#7871;p theo th&#7845;p h&#417;n 6%. May m&#7855;n thay, c&#7893; phi&#7871;u c&#7911;a c&aacute;c c&ocirc;ng ty ch&#259;m s&oacute;c c&aacute; nh&acirc;n &#273;&atilde; ho&#7841;t &#273;&#7897;ng t&#7889;t v&#7899;i m&#7913;c t&#259;ng trung b&igrave;nh 18,9% k&#7875; t&#7915; khi b&aacute;o c&aacute;o k&#7871;t qu&#7843;.<\/p>\n<p>Est&eacute;e Lauder (NYSE:EL), m&#7897;t th&#432;&#417;ng hi&#7879;u m&#7929; ph&#7849;m n&#7893;i ti&#7871;ng v&#7899;i c&aacute;c s&#7843;n ph&#7849;m ch&#259;m s&oacute;c da, n&#432;&#7899;c hoa, trang &#273;i&#7875;m, b&#7843;o v&#7879; da v&agrave; ch&#259;m s&oacute;c da cho nam gi&#7899;i, &#273;&atilde; c&oacute; m&#7897;t qu&yacute; 1 &#273;&aacute;ng nh&#7899;. C&ocirc;ng ty &#273;&atilde; b&aacute;o c&aacute;o doanh thu 3,55 t&#7927; USD, gi&#7843;m 9,9% so v&#7899;i c&ugrave;ng k&#7923; n&#259;m tr&#432;&#7899;c. Tuy nhi&ecirc;n, con s&#7889; n&agrave;y &#273;&atilde; v&#432;&#7907;t qua &#432;&#7899;c t&iacute;nh c&#7911;a c&aacute;c nh&agrave; ph&acirc;n t&iacute;ch l&agrave; 1,2%. T&#7893;ng th&#7875;, &#273;&acirc;y l&agrave; m&#7897;t qu&yacute; r&#7845;t m&#7841;nh m&#7869; c&#7911;a c&ocirc;ng ty v&#7899;i vi&#7879;c &#273;&aacute;nh b&#7841;i &#432;&#7899;c t&iacute;nh EPS v&agrave; EBITDA c&#7911;a c&aacute;c nh&agrave; ph&acirc;n t&iacute;ch. C&#7893; phi&#7871;u c&#7911;a Est&eacute;e Lauder &#273;&atilde; t&#259;ng 51% k&#7875; t&#7915; khi b&aacute;o c&aacute;o v&agrave; hi&#7879;n &#273;ang giao d&#7883;ch &#7903; m&#7913;c 90,46 USD.<\/p>\n<p>Kh&ocirc;ng ch&#7881; Est&eacute;e Lauder, m&#7897;t s&#7889; c&ocirc;ng ty kh&aacute;c c&#361;ng c&oacute; k&#7871;t qu&#7843; &#273;&aacute;ng ch&uacute; &yacute; trong qu&yacute; 1. The Honest Company (NASDAQ:HNST) &#273;&atilde; b&aacute;o c&aacute;o doanh thu 97,25 tri&#7879;u USD, t&#259;ng 12,8% so v&#7899;i c&ugrave;ng k&#7923; n&#259;m tr&#432;&#7899;c v&agrave; v&#432;&#7907;t qua &#432;&#7899;c t&iacute;nh c&#7911;a c&aacute;c nh&agrave; ph&acirc;n t&iacute;ch l&agrave; 5,7%. Edgewell Personal Care (NYSE:EPC) &#273;&atilde; b&aacute;o c&aacute;o doanh thu 580,7 tri&#7879;u USD, gi&#7843;m 3,1% so v&#7899;i c&ugrave;ng k&#7923; n&#259;m tr&#432;&#7899;c v&agrave; th&#7845;p h&#417;n &#432;&#7899;c t&iacute;nh c&#7911;a c&aacute;c nh&agrave; ph&acirc;n t&iacute;ch l&agrave; 1,8%. Inter Parfums (NASDAQ:IPAR) &#273;&atilde; b&aacute;o c&aacute;o doanh thu 338,8 tri&#7879;u USD, t&#259;ng 4,6% so v&#7899;i c&ugrave;ng k&#7923; n&#259;m tr&#432;&#7899;c v&agrave; v&#432;&#7907;t qua &#432;&#7899;c t&iacute;nh c&#7911;a c&aacute;c nh&agrave; ph&acirc;n t&iacute;ch l&agrave; 2,8%. USANA Health Sciences (NYSE:USNA) &#273;&atilde; b&aacute;o c&aacute;o doanh thu 235,8 tri&#7879;u USD, t&#259;ng 10,8% so v&#7899;i c&ugrave;ng k&#7923; n&#259;m tr&#432;&#7899;c v&agrave; v&#432;&#7907;t qua &#432;&#7899;c t&iacute;nh c&#7911;a c&aacute;c nh&agrave; ph&acirc;n t&iacute;ch l&agrave; 4,7%.<\/p>\n<p>V&#7899;i t&igrave;nh h&igrave;nh kinh t&#7871; hi&#7879;n nay, c&aacute;c nh&agrave; &#273;&#7847;u t&#432; &#273;ang t&igrave;m ki&#7871;m c&aacute;c c&ocirc;ng ty c&oacute; n&#7873;n t&#7843;ng v&#7919;ng ch&#7855;c &#273;&#7875; &#273;&#7847;u t&#432;. N&#7871;u b&#7841;n mu&#7889;n t&igrave;m hi&#7875;u th&ecirc;m v&#7873; c&aacute;c c&#7893; phi&#7871;u c&oacute; ti&#7873;m n&#259;ng t&#259;ng tr&#432;&#7903;ng, h&atilde;y tham kh&#7843;o danh s&aacute;ch 5 c&#7893; phi&#7871;u t&#259;ng tr&#432;&#7903;ng h&agrave;ng &#273;&#7847;u c&#7911;a ch&uacute;ng t&ocirc;i.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>C\u1ed5 phi\u1ebfu ch\u0103m s\u00f3c c\u00e1 nh\u00e2n c\u1ee7a 12 c\u00f4ng ty \u0111\u00e3 b\u00e1o c\u00e1o thu nh\u1eadp Q1 m\u1ea1nh m\u1ebd. Doanh thu \u0111\u00e1nh b\u1ea1i \u01b0\u1edbc t\u00ednh 2,4% trong khi h\u01b0\u1edbng d\u1eabn doanh thu qu\u00fd ti\u1ebfp theo l\u00e0 6% th\u1ea5p h\u01a1n. Est\u00e9e Lauder c\u00f3 Q1 r\u1ea5t m\u1ea1nh v\u1edbi EPS v\u01b0\u1ee3t tr\u1ed9i v\u00e0 EBITDA v\u01b0\u1ee3t k\u1ef3 v\u1ecdng. C\u00f4ng ty Honest c\u00f3 Q1 t\u1ed1t nh\u1ea5t v\u1edbi doanh thu t\u0103ng 12,8% v\u00e0 v\u01b0\u1ee3t \u01b0\u1edbc t\u00ednh 5,7%.<\/p>\n","protected":false},"author":1,"featured_media":5101,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[3],"tags":[5022,5021,102,721,94],"class_list":["post-5098","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thoi-su","tag-cham-soc-ca-nhan","tag-co-phieu","tag-doanh-thu","tag-kinh-doanh","tag-tai-chinh"],"_links":{"self":[{"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/posts\/5098","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/comments?post=5098"}],"version-history":[{"count":0,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/posts\/5098\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/media\/5101"}],"wp:attachment":[{"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/media?parent=5098"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/categories?post=5098"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nopphatnguoi.vn\/blog\/wp-json\/wp\/v2\/tags?post=5098"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}