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Speakers (5)
Aaron Jagdfeld
Chairman, President, and CEO, Generac
Aaron Kirchfeld
Executive Editor, Bloomberg Deals
Angelina Rascouet
Bloomberg Reporter (Paris)
Annabel Drillers
Asia Tech Correspondent, Bloomberg
Annabel Droulers
Anchor, Bloomberg TV
Trade Ideas (14)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
EL
$111.60
$111.60 -0.0%
N/A Finnhub News Finnhub - EL
Stock Market Today, Feb. 18: Kenvue Rises Aft...
Feb 18
EL
$111.60
$111.60 -0.0%
N/A Finnhub News Finnhub - EL
Estée Lauder: The Storm Is Finally Over, But ...
Feb 18
EL
$111.60
$111.60 -0.0%
N/A Finnhub News Finnhub - EL
Getting Fired Was Best Thing to Happen to Me,...
Feb 17
EL
$112.14
$111.60 -0.5%
N/A Finnhub News Finnhub - EL
Estee Lauder Posts a Higher Gross Margin Desp...
Feb 17
EL
$112.14
$111.60 -0.5%
N/A Finnhub News Finnhub - EL
2 Volatile Stocks for Long-Term Investors and...
Feb 16
EL
$108.24
$111.60 +3.1%
N/A Finnhub News Finnhub - EL
Shopify Got Battered by the Software Panic. W...
Feb 15
EL
$108.24
$111.60 +3.1%
N/A Finnhub News Finnhub - EL
Estée Lauder Lawsuit Tests Walmart Marketplac...
Feb 14
EL
$108.24
$111.60 +3.1%
SHORT Finnhub News Walmart is facing a lawsuit from Estée Lauder, which could negatively impact its marketplace trust and operations. Finnhub - EL
Walmart Faces Estée Lauder Lawsuit Testing Ma...
Feb 13
EL
$108.24
$111.60 +3.1%
N/A Finnhub News Finnhub - EL
Estée Lauder (EL) Is Up 10.1% After Raising 2...
Feb 13
EL
$108.24
$111.60 +3.1%
SHORT Tom Mackenzie
Anchor, Bloomberg
L'Oreal shares dropped ~6-7% (biggest since 2020) following a Q4 earnings miss. The weakness is driven by North Asia (China/Korea), where local "C-Beauty" and "K-Beauty" brands are taking market share, and travel retail is slumping. This suggests a structural erosion of the Western luxury brand premium in Asia. SHORT. The "China reopening" trade for luxury is dead; local competition is the new reality. Chinese stimulus measures could temporarily boost consumer discretionary spending. Bloomberg Markets
L'Oreal Falls, Kongsberg Sees Air Defense Sys...
Feb 13
EL
$108.24
$111.60 +3.1%
LONG @BarbarianCap could be the winning form factor for AI wearables EssilorLuxottica Shares Gain as Smartglasses Promise Rosy Future https://t.co/1VTOyLsOy0 @BarbarianCap
could be the winning form factor for AI weara...
Feb 12
EL
$106.42
$111.60 +4.9%
N/A Finnhub News Finnhub - EL
Friday's big stock stories: What’s likely to ...
Feb 12
EL
$106.42
$111.60 +4.9%
N/A Finnhub News Finnhub - EL
5 Insightful Analyst Questions From Estée Lau...
Feb 12
EL
$106.42
$111.60 +4.9%
N/A Finnhub News Finnhub - EL
1 Cash-Producing Stock with Promising Prospec...