EL The Estée Lauder Companies Loading...

From ULTA earnings calls
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20:30
Jun 02 ◎
Keisha President and CEO, Ulta Beauty, Inc. ULTA Q1 FY26 call
Estee Lauder's newness is driving Ulta's Prestige Makeup growth.
EL
HIGH
20:30
Mar 12 ◎
Chris DeLorifus CFO, Ulta Beauty, Inc. ULTA Q4 FY25 call
Fragrance continues to be the strongest category, delivering double-digit comp growth, driven by both established luxury brands and new entrants. — Sustained strength in the prestige fragrance category benefits luxury conglomerates like L'Oreal and Estee Lauder as well as Ulta's own exclusive partnerships.
EL
HIGH
21:30
Dec 04 ◎
Keisha Steelman CEO, Ulta Beauty, Inc. ULTA Q3 FY25 call
Ulta confirmed that price increases and tariff-related inventory benefits have a short-term, one-to-two-quarter gross margin benefit before the higher cost inventory flushes through. — This provides a clear timeline for when suppliers' price increases will become headwinds to margins, relevant for forecasting their earnings impact.
EL
HIGH

About EL Analyst Coverage

Buzzberg tracks EL (The Estée Lauder Companies) across 1 sources. 0 bullish vs 0 bearish calls from 3 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: Keisha, Chris DeLorifus, Keisha Steelman.