EL The Estée Lauder Companies Loading... : Bullish and Bearish Analyst Opinions
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11:22
Aug 31
Aug 31
Estee Lauder back to fundamentals.
She added to Estee Lauder after a strong quarter; the stock fell when the company got wrapped up in an acquisition and took its eye off the ball, but she believes management is back to fundamentals and the stock is still down year to date.
HIGH
10:10
Aug 31
Aug 31
Macquarie and Baird raise price targets on multiple industrial and financial names while BMO.
Macquarie and Baird raise price targets on multiple industrial and financial names while BMO, Wells Fargo, Mizuho, and HSBC downgrade utilities and other stocks with reduced targets.
10:55
Aug 28
Aug 28
EssilorLuxottica announces a share buyback of over 800 million euros to bolster investor.
EssilorLuxottica announces a share buyback of over 800 million euros to bolster investor confidence after a share slide and the exit of a founder's heir from management roles.
14:19
Aug 21
Aug 21
The article title explicitly presents Estee Lauder as a new US share buy; the excerpt contains no supporting valuation, catalyst, or position-size details.
MED
13:30
Aug 20
Aug 20
Consumer discretionary and cosmetics look supported.
With Treasury yields likely staying lower into the September FOMC window, consumer discretionary and beauty deserve attention through September. Estee Lauder, a global cosmetics leader, reported earnings and jumped 16%, and Korea's cosmetics export performance has been notable, supporting a positive tactical view on the consumer/beauty complex.
MED
02:09
Aug 20
Aug 20
Chinese inventory destocking ends, driving multiple expansion.
Estée Lauder's recent solid earnings indicate that the prolonged inventory destocking phase in the Chinese market is finally ending. The company is no longer relying on deep discounts and is returning to normal pricing, which will drive margin recovery and potential multiple expansion from 30x to 35-40x.
MED
00:26
Aug 20
Aug 20
Restructuring and recovering sales drive margin expansion.
Estee Lauder's Q2 earnings beat expectations with strong gross margins (75.5%). Restructuring efforts and product mix improvements are driving profitability, and sales in North America and China are recovering.
MED
22:18
Aug 19
Aug 19
Premium fragrance growth drives Estee Lauder's earnings.
Estee Lauder surged 16% driven by strong earnings, specifically highlighted by a 10% growth in its premium fragrance division.
MED
22:13
Aug 19
Aug 19
Estée Lauder is accelerating growth through innovation.
Estée Lauder is reigniting growth through a strong innovation pipeline in skincare and fragrance, expanding margins, and reaching consumers across new distribution channels like TikTok and Amazon while recovering market share in Asia.
HIGH
20:25
Aug 19
Aug 19
Turnaround accelerating with room to recover.
Estee Lauder jumped after fiscal fourth-quarter results beat estimates, ended a streak of annual revenue declines, and accelerated organic sales growth to 5%; the stock remains well below its early 2022 high, leaving room to recover as the brand portfolio regains momentum.
HIGH
20:07
Aug 19
Aug 19
Estée Lauder has accelerating profitable momentum.
Estée Lauder delivered a strong fiscal fourth quarter with organic net sales growth above 6% and four consecutive quarters of growth; margins are expanding significantly, fiscal 2026 guidance was hit at the top end, and the company guided fiscal 2027 to 3-5% organic growth with management aiming for at least the midpoint as the prestige beauty market accelerates and new innovation launches.
HIGH
16:54
Aug 19
Aug 19
Estée Lauder sales rebound drives surge.
Estee Lauder ended three years of falling annual sales and raised its outlook, putting shares on pace for their best day in 15 years.
MED
12:50
Aug 19
Aug 19
Estée Lauder reported quarterly results that ended a three-year streak of declining annual.
Estée Lauder reported quarterly results that ended a three-year streak of declining annual revenue.
12:30
Aug 19
Aug 19
Management's tone is strongly positive, with raised FY27 operating margin guidance and an expectation to accelerate organic sales growth, driven by a diversified turnaround particularly in North America and makeup.
HIGH
11:44
Aug 19
Aug 19
US pre-market movers show mixed megacap performance, with ADI and EL rising on strong earnings.
US pre-market movers show mixed megacap performance, with ADI and EL rising on strong earnings, LOW falling on weak guidance, MRK and MRNA surging on vaccine success, and NBIS dropping on convertible note offering.
11:18
Aug 19
Aug 19
Estee Lauder reports fiscal 2026 earnings with organic sales growth and margin expansion.
Estee Lauder reports fiscal 2026 earnings with organic sales growth and margin expansion while raising its fiscal 2027 outlook.
10:16
Aug 19
Aug 19
Estee Lauder beats Q2 earnings estimates with adjusted EPS of 39 cents and net sales of 3.63.
Estee Lauder beats Q2 earnings estimates with adjusted EPS of 39 cents and net sales of 3.63 billion dollars while guiding 2027 adjusted EPS to a range of 3.10 to 3.35 dollars.
10:16
Aug 19
Aug 19
Estee Lauder beats Q2 earnings estimates with adjusted EPS of 39 cents and net sales of 3.63.
Estee Lauder beats Q2 earnings estimates with adjusted EPS of 39 cents and net sales of 3.63 billion dollars while guiding 2027 adjusted EPS and organic sales growth in line with consensus.
10:03
Aug 19
Aug 19
Estee Lauder announces a plan to cut 10,000 positions with expected gross benefits of 1.2.
Estee Lauder announces a plan to cut 10,000 positions with expected gross benefits of 1.2 billion dollars from its profit recovery and growth plan.
20:09
Aug 18
Aug 18
Estée Lauder Beauty Reimagined drives growth.
Jenny Harrington says Estée Lauder's Beauty Reimagined plan, implemented by the CEO about a year ago, should drive better organic growth. She expects good organic growth in the upcoming quarter and says the key is fiscal 2027 guidance, which should show 3-5% organic growth and 12.5-13% operating margins, signaling the turnaround program is working.
HIGH
11:27
Aug 15
Aug 15
The author lists a massive basket of tickers without any directional commentary or position.
The author lists a massive basket of tickers without any directional commentary or position disclosure, so all are indexed as
LOW
20:46
Aug 14
Aug 14
Watch retail earnings for consumer read
After today's disappointing retail sales, next week is a big week for retail earnings, with Home Depot, Estée Lauder, Target, Lowe's, TJX, Walmart and Ross Stores reporting; this offers investors a more detailed inside read on the consumer.
LOW
05:52
Aug 14
Aug 14
Chinese consumers downgrading boosts prestige cosmetics brands.
Chinese luxury shoppers are downgrading from expensive handbags to high-end prestige cosmetics and skincare, driving up to 10% growth in the luxe lines of beauty companies like L'Oreal, Beiersdorf, and Estee Lauder.
HIGH
04:39
Aug 14
Aug 14
Chinese consumers trade down to high-end cosmetics.
Chinese luxury shoppers are trading down from expensive handbags to high-end skincare and cosmetics, driving momentum for companies like L'Oreal and Estee Lauder.
MED
21:10
Jul 07
Jul 07
Estee Lauder reports that its restructuring efforts will result in cumulative charges of up.
Estee Lauder reports that its restructuring efforts will result in cumulative charges of up to 1.75 billion dollars as it aims to improve efficiency and bolster results.
01:49
Jun 17
Jun 17
Burry doubled his position in EL during Q1 2025, making it his only remaining long; the stock was down >50% in the prior year. A famous value investor doubling down on a beaten-down consumer staple signals a deep-value contrarian opportunity. Long EL as a high-conviction value play with a catalyst from Burry’s public endorsement. Continued revenue decline, luxury spending slowdown, or further negative earnings revisions. TICKER - NVDA - SHORT | confidence: 0.50 | sentiment: -0.70 Speaker: u/AccelerationFinish Thesis: Burry purchased put options on NVDA, indicating a bearish view on the stock. A well-known macro bear betting against a high-momentum tech leader suggests potential overvaluation or a pending correction. Short NVDA via puts or direct short, following Burry’s hedge. NVDA earnings beats, AI capex acceleration, or short squeeze. TICKER - FXI - SHORT | confidence: 0.50 | sentiment: -0.50 Speaker: u/AccelerationFinish Thesis: Burry sold his Chinese stock holdings (BABA, JD, PDD) and bought puts on those names, showing a bearish China view. A macro-focused investor exiting and shorting Chinese equities points to regulatory or economic headwinds. Short FXI (China large-cap ETF) as a proxy for Burry’s China bearishness. China stimulus, trade war de-escalation, or positive earnings from FXI constituents.
MED
20:21
Jun 03
Jun 03
Estée Lauder increased its expected restructuring charges to up to $1.7 billion and approved.
Estée Lauder increased its expected restructuring charges to up to $1.7 billion and approved additional reorganization measures including workforce reductions.
04:56
Jun 03
Jun 03
Estee Lauder long online recovery
Estee Lauder has recovered from COVID lows (doubled off the bottom) and pulled back after a bad perfume deal. It is now shifting from mall/travel retail to online (TikTok Shop, Amazon), growing double digits there, and executing well again. The stock is starting to recover and is still early in the turnaround.
HIGH
07:24
Jun 02
Jun 02
Estee Lauder CEO comments that the company will consider M&A opportunities only if they make.
Estee Lauder CEO comments that the company will consider M&A opportunities only if they make financial sense.
About EL Analyst Coverage
Buzzberg tracks EL (The Estée Lauder Companies) across 19 sources. 20 bullish vs 0 bearish calls from 39 analysts. Sentiment: predominantly bullish (42%). 48 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: Stephanie Link, DeItaone, Bloomberg.