Added to YB: 2026-10-09
Pitch date: 2026-10-07
EL [bullish]
The Estée Lauder Companies Inc.
+8.07%
current return
Author Info
No bio for this author
Company Info
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.
Market Cap
$33.8B
Pitch Price
$94.00
Price Target
N/A
Dividend
1.50%
EV/EBITDA
12.17
P/E
186.72
EV/Sales
2.63
Sector
Personal Care Products
Category
turnaround
'Luxury Comes in From the Cold' Stock Market (and Sentiment Results)… - The Estée Lauder Companies Inc.
EL: Estée Lauder’s turnaround has reached an inflection from restructuring to growth and operating leverage: Q4 organic sales rose 5.3%, FY26 growth returned to 3.4%, and adjusted operating margin expanded 320 bps to 11.2%. FY27 guidance calls for 3-5% organic growth, 12.7-13.5% margins and $3.10-$3.35 of adjusted EPS, with most restructuring benefits still expected in FY27 and full annualization in FY28.
Read full article (8 min)