Linda Bolton Weiser, Water Tower Research Managing Director explains how Procter & Gamble (PG), e.l.f. Beauty (ELF), and Estée Lauder (EL) leverage brand equity, product innovation, and the "lipstick effect" to maintain strong pricing power and stay inflation-proof.
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Should investors be excited or worried when a stock crosses above the 50-Day simple moving average?
Estée Lauder Companies (EL) has put its fragrance business in the spotlight with Glimmer, a new prestige scent fronted by Hailee Steinfeld and positioned around themes of optimism, connection, and everyday “glimmers.” See our latest analysis for Estée Lauder Companies. Against this backdrop, recent product and leadership moves at Estée Lauder Companies, including the Glimmer launch and changes in its communications and board line-up, come after a period where short-term momentum has picked up...
Estée Lauder is set to release its fourth-quarter results next month, and analysts expect its earnings per share to surge by triple digits from a year ago.
Estee Lauder's (EL) turnaround appears to be gaining momentum as key brands perform better and deman
e.l.f. Beauty's skin care mix rises to 23% of global consumption as e.l.f. SKIN, Naturium and rhode gain scale and pursue more share.
Consumer staples stocks are solid insurance policies in frothy markets ripe for corrections. But they’re also double-edged swords as they often lag in booming conditions, and this pattern has persisted recently. Over the past six months, the industry has recorded a loss of 3.9%, a far cry from the S&P 500’s 8.4% ascent.
Goldman Sachs just added three stocks to its closely watched Conviction List, and at least two of them carry the kind of upside potential that makes investors stop scrolling. One name in the beauty space and one in clean energy could be sitting on gains most people have not yet noticed.
Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
The apparel company tapped beauty industry veteran Kathleen Van Nest Pierce, effective in August.
EL, ULTA and ELF capitalize on premiumization, product innovation and digital engagement as the beauty and cosmetics industry continues to evolve.
Restructuring charges put Estée Lauder’s profit recovery plan in focus Estée Lauder Companies (EL) has outlined a multi year Profit Recovery and Growth Plan, expecting about US$1.748b in cumulative restructuring and related charges tied to changes in its operations. The program covers reorganizing go to market models, transforming digital operations, and right sizing enabling functions, with substantial completion targeted by the end of fiscal 2027 as the company works to support operating...
A number of stocks fell in the afternoon session after President Trump declared the Iran ceasefire "over" and threatened more strikes.
Consumer stocks declined late Wednesday afternoon with the State Street Consumer Staples Select Sect
Consumer stocks were lower Wednesday afternoon, with the State Street Consumer Staples Select Sector
IPAR is tapping digital commerce, social platforms and e-commerce channels as shifting fragrance shopping habits support its growth momentum.
COTY's early Gucci Beauty exit could boost financial flexibility, support debt reduction and sharpen its focus on higher-impact core brands.
ULTA is expanding internationally through new stores and growing overseas businesses to support long-term growth.
The luxury cosmetics makers are placing greater emphasis on cash flow, debt reduction and operating efficiency rather than pursuing growth.
e.l.f. Beauty targets double-digit fiscal 2027 sales growth, but sustaining the run hinges on Rhode's scale and stronger core brand momentum.
Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return […]
ULTA is using AI and loyalty data to personalize shopping, deepen customer engagement and strengthen its digital experience.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Estée Lauder (NYSE:EL) and the best and worst performers in the personal care industry.
ELF's growth profile is shifting as skincare, Rhode and international expansion gain scale, but softer core demand and cost pressures cloud visibility.
ELF's fiscal 2027 outlook depends on Rhode's rapid growth, broader skin care reach and whether its core e.l.f. brand reset can revive slowing momentum.
Ralph Lauren Corporation recently appointed Claudia Crosby as Head of Marketing, PR & Communications for Australia and New Zealand, where she now leads brand, communications, and engagement efforts across the ANZ region in coordination with regional and global teams. Her background at The Estee Lauder Companies and L'Oreal Group aligns with Ralph Lauren’s broader Next Great Chapter plan, which emphasizes digital transformation, brand elevation, and data-driven consumer engagement. Next,...
Reddit traders are piling into Celsius, Chewy, and Estée Lauder with serious conviction, but Wall Street is only nodding along on two of them. Find out which stock has retail and analysts sharply at odds before you decide whose side to take.
Investing.com -- Goldman Sachs reinstated coverage of The Estée Lauder Companies with a Buy rating and a $100 price target, arguing the beauty giant's turnaround is gaining traction and that investors are underestimating the durability of its sales and earnings recovery.
Pre-Market Stock Futures: Futures are trading mixed as we prepare to finish the last full week of the second quarter. We finished a wild holiday-shortened trading week last Thursday, as Friday was the federal Juneteenth holiday, and all major indices rebounded smartly from the Federal Reserve-induced sell-off on Wednesday. Details of the signed memorandum of ... Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Laud