$EL 0.22 Weak

Notable posts

• @wallstengine neutral 41 eng

  Goldman added Estee Lauder $EL, Nextpower $NXT, and Wells Fargo $WFC to its U.S. Conviction List.

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• @wallstengine bullish 34 eng

  Goldman Sachs Reinstates Coverage on $EL with Buy, PT $100 Analyst comments: "We believe the market is underestimating the sustainability of Estee Lauder growth momentum following several years of execution challenges and underperformance. We believe that EL has undergone several changes since CY25, including a new leadership team, a new strategic vision, and an updated ‘One ELC’ operating model. Overall, we believe EL is executing well towards its ‘Beauty Reimagined’ strategic vision, which has resulted in a return to top-line growth in FY26, following three years of consecutive declines, and operating margin expansion (+300bps YoY) in FY26 so far, versus FY19-25 contraction of -950bps. Having said that, some investors we speak with have expressed skepticism in EL’s ability to sustain its growth momentum given management’s prior inclination to pursue transformational M&A, even though merger talks with Puig have terminated. However, we believe EL’s top- and bottom-line growth momentum will prove durable given: (1) the attractiveness of the prestige beauty industry with +MSD long-term category growth potential; (2) faster on-trend innovation that is gross margin accretive, wherein EL aims to triple the innovation it brings to the market in less than a year, reach consumers in channels such as e-commerce and at price points via price pack architecture, such as mini sizes, where they are at to drive improved consumer recruitment and retention; (3) improving business trends in its key China market as it benefits from a more balanced approach toward growth via multiple brands, versus primarily via two brands previously, which is driving market share gains for the company. Moreover, we believe that stabilizing property markets in Tier-1 cities in China and improving consumer confidence, albeit off a low base, could bode well for a return to +MSD market growth over time; and (4) a right-sized travel retail business, representing 15% of FY25 sales, which should limit volatility that has weighed on EL’s performance in the past. Encouragingly, Hainan conversion trends have improved, which drove +30% retail sales growth in FQ3." Analyst: Bonnie Herzog

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• @tenet_research neutral 22 eng

  Tenet Market Wake-Up Summary 📷📷 June.22.26 $SPX $META $ABBV $APGE $UBER $TSLA $BA $SPCX $NFLX $MP $USAR $RCAT $LHX $LMT $RTX $GOOGL $KO $ASML $MSFT $CVX $HOOD $NOK $GETY $FRVO $POWW $VC $BWIN $SMCI $CRDO $EL $ACN $CLF $TEL $AAPL $DFTX $MPLT $MNTS $LGND @ripster47 | @TENETTRADEGROUP | @TenetCharts

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• @Ashton_1nvests neutral 2 eng

  10/ Estée Lauder | $EL https://t.co/3MVt1f885p

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