看到巴菲特买了 ULTA，求问这个牌子在化妆品是哪个水平 ？

看到巴菲特买了 ULTA，求问这个牌子在化妆品算哪个水平。 用 运动服装来类比，这个品牌算 NIKE，ADIDAS 还是 LULU ？

这不是一个牌子吧 类似sephora

ChatGPT 这样描述的
Ulta Beauty is a popular American chain of beauty stores that sells cosmetics, skincare products, fragrances, and salon services. The company was founded in 1990 and has grown to operate over a thousand stores across the United States. Their products range from high-end to drugstore brands.
关于 Sephora 和 ULTA 的区别
Sephora and Ulta Beauty are both popular beauty retail companies but they differ in several ways.
1. Product Offering: Sephora has a more focused and curated selection of cosmetics, skincare, and fragrance lines, and they prioritize stocking high-end and luxury brands. Ulta Beauty carries a mix of drugstore, high-end, and luxury brands, providing options for a wider range of budgets. Ulta also sells haircare products and hair tools.
2. Store Experience: Sephora stores have a more upscale feel to them and they're usually located in shopping malls or city centers. Ulta Beauty stores offer a more casual shopping environment and they can often be found in places like strip malls. Additionally, many Ulta Beauty locations have full-service salons that offer hair, skin, and brow services.
3. Loyalty Program: Both stores offer rewards programs, but they work differently. Sephora's Beauty Insider program offers points for every dollar spent, which can then be redeemed for products. Ulta’s Ultamate Rewards program gives points that equate to discounts off future purchases.
4. Brands Exclusivity: Some brands are exclusive to either Sephora or Ulta. For example, Fenty Beauty and Drunk Elephant are sold only at Sephora while M.A.C and Morphe are typically found at Ulta.
5. In-house Brands: Sephora has its own line of in-house beauty products, known as Sephora Collection. Ulta also has its own in-house line, known as Ulta Beauty Collection.
Ultimately, the best choice between Sephora and Ulta Beauty depends on personal preferences, brand loyalties, and budget.

就是low版的sephora，不管是选品还是选址。 巴菲特的意思是赌经济下行，看好穷人喜欢买的东西

没在他家买过东西， 但是听年轻的妹子们说比Sephora好

Ulta相当于很多日本小药妆店，老巴很懂女性啊

teenage kids' favorite

不太懂，巴菲特的交易都是公开的吗？如果是这样，那大家都看得到 很多人跟风，会影响市场走向吗

duffy17 发表于 2024-08-18 08:20
不太懂，巴菲特的交易都是公开的吗？如果是这样，那大家都看得到 很多人跟风，会影响市场走向吗

当然会，以他的影响力。 他买完才会公开（也是法规要求的），当然会有人跟风， 所以他进个新仓，刚公布就赚了，当然他一般会长持

gogodance 发表于 2024-08-18 03:54
就是low版的sephora，不管是选品还是选址。 巴菲特的意思是赌经济下行，看好穷人喜欢买的东西

那怎么不去Walmart，ulta也没高档多少

中产打工人RTO、消费降级

他可能不知道日本便宜药妆lol

便宜的美妆店。他看重的是大家没钱了，要走平价路线了。毕竟再穷美妆护肤还是不能舍弃的。

gogodance 发表于 2024-08-18 03:54
就是low版的sephora，不管是选品还是选址。 巴菲特的意思是赌经济下行，看好穷人喜欢买的东西

中产阶级的美国人不用好的化妆品，la mer lp对他们来说匪夷所思的贵

老巴很坏，净搞些喜诗糖果，可口可乐这些小钱可以买到的guilty pleasure麻痹下层劳动人民。现在升级到化妆品了！社交媒体也是拿捏同样的人性。

回复 9楼 seekingalpha 的帖子
请问他购买的内容和信息公开在哪里啊？可否发个链接

但是老巴这次买的Ulta也算是买在了高点啊，不过他肯定常持

helenh 发表于 2024-08-18 11:05
回复 9楼 seekingalpha 的帖子
请问他购买的内容和信息公开在哪里啊？可否发个链接

https://whalewisdom.com/filer/berkshire-hathaway-inc
数据来自 BERKSHIRE HATHAWAY 第2季度的 13F：https://www.sec.gov/Archives/edgar/data/1067983/000095012324008740/0000950123-24-008740-index.htm

helenh 发表于 2024-08-18 11:05
回复 9楼 seekingalpha 的帖子
请问他购买的内容和信息公开在哪里啊？可否发个链接

你就google finance ULTA，第一条消息就是关于巴菲特购买的。说是这股票under valued。不过如果无脑跟着他必然是有效的长期投资，要短期收益的话就好好衡量下。

bye2020 发表于 2024-08-18 09:38
那怎么不去Walmart，ulta也没高档多少

Walmart可没有资生堂兰蔻雅诗兰黛香奈尔。

如果跟风建仓，最后目标价位是多少就可以退出？

回复 1楼 playForever 的帖子
There are basically very few stocks to buy in the beauty sector.... Buffett's choice is based more on lack of choice rather than value for the company...

公司楼下有这家店,生意很好,也很大, 疫情期间门口一直贴着招工广告

playForever 发表于 2024-08-18 02:07
看到巴菲特买了 ULTA，求问这个牌子在化妆品算哪个水平。 用 运动服装来类比，这个品牌算 NIKE，ADIDAS 还是 LULU ？

不是牌子 是超市

老巴押宝女人消费降级🤣

Ulta可不是低配版的Sephora啊。ulta是一站式shopping体验，有drug store的平价品牌，也有Sephora对高端品牌，有的店还有facial，hair等等美容美发service。ulta越来越popular的很大一个原因是他家的会员制度。同样攒够$2000分，Sephora能兑换以前基本免费的sample，但是，Ulta是实打实的立减$125。 Ulta经常会有基本cover全店的20%off，Sephora一年两次还分等级，从10%-20%不等。领外一个最最重要的原因，Ulta是本土的，Sephora是LV集团下的。

我经常在ULTA买东西，消费者感觉不错，他们家也有和Target合作.

Ulta都是中低档产品，但是卖得不便宜，那些好一点的品牌在它家只有品牌里最低档的产品，打折力度也很差，除了那个半价还不错，但经常抢不到就卖完了

Sephora 感觉要倒闭了。