The Estee Lauder Companies Inc. (EL) is undergoing a transformation aimed at recovering profitability and fueling long-term growth through its expanded Profit Recovery and Growth Plan (PRGP). Alongside PRGP, the company has introduced its "Beauty Reimagined" vision with a goal to position it as the leading prestige beauty brand.However, while these efforts hold promise, challenges persist, particularly in key markets like China and Asia travel retail, as well as in the form of increased cost pressure. As a ...

Group 1 - The article discusses the author's previous analysis of The Estée Lauder Companies Inc., highlighting that while it is a strong business, the stock was perceived as overvalued five years ago [1] - The focus of the analysis is on high-quality companies that can outperform the market over the long term due to competitive advantages and high levels of defensibility [1] - The author emphasizes a broad approach to company analysis, covering both large-cap and small-cap companies primarily in European and North American markets [1]

Disclosure of Share Capital and Voting Rights Outstanding as of March 12, 2025 (Pursuant to Article L.233-8 II of the French Commercial Code and articles 221-1 and 223-16 of the General Regulations of the Autorité des Marchés Financiers) Paris, France (March 13, 2025 - 6:00 pm) – As of March 12, 2025, shares and voting rights outstanding of EssilorLuxottica, the global leader in the design, manufacture and distribution of ophthalmic lenses, frames and sunglasses, breaks down as indicated below. March 12, 2 ...

Core Points - As of February 28, 2025, EssilorLuxottica has 457,507,201 shares outstanding and 456,589,616 real voting rights, excluding treasury shares [3] - The theoretical number of voting rights, including treasury shares, remains the same at 457,507,201 [3] - Voting rights for any shareholder are capped at 31%, as per the company's by-laws [3] Company Information - EssilorLuxottica is recognized as a global leader in the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses [2] - The disclosure is in compliance with the French Commercial Code and regulations from the Autorité des Marchés Financiers [2]

Core Points - EssilorLuxottica has filed its 2024 Universal Registration Document with the French market regulator, Autorité des Marchés Financiers (AMF) on March 10, 2025 [2] - The document is available in French and English, and can be downloaded for free from the company's corporate website [3] - The Universal Registration Document includes the Annual Financial Report, parent company financial statements, group consolidated financial statements, management report, vigilance plan, corporate governance report, sustainability report, statutory auditors' reports, and information on statutory auditors' fees [5]

Core Insights - The Estee Lauder Companies Inc. is implementing the expanded Profit Recovery and Growth Plan (PRGP) to address profitability challenges and drive future growth [2][3] - The company's "Beauty Reimagined" vision aims to enhance consumer reach, foster innovation, and increase digital investments, despite facing challenges in key markets like China and travel retail [1][3] Growth Initiatives - The PRGP has yielded greater net benefits than expected through the second quarter of fiscal 2025, but these were offset by sales volume deleverage and investments for sustainable growth [2] - The expanded PRGP includes a restructuring program aimed at transforming the operating model to achieve a solid double-digit adjusted operating margin in the coming years [2][3] Digital Expansion - The company is enhancing its online presence by launching nine brands in Amazon's U.S. Premium Beauty store and investing in digital marketing and e-commerce capabilities [5] - Integration of AI across the organization is being utilized for demand forecasting, production planning, and improving inventory management, which supports sustainable growth [5] Market Challenges - The company is experiencing significant challenges in key markets, particularly in Asia, where net sales in the region fell by 11%, driven by declines in Mainland China, Korea, and Hong Kong SAR [7] - The exit of Dr.Jart+ from the travel retail sector and political unrest in Korea have further exacerbated these challenges [7] Cost Management - Operating expenses increased by 500 basis points as a percentage of sales in the second quarter of fiscal 2025, with notable rises in advertising and selling expenses [8] - Rising costs, if not managed effectively, could significantly impact the company's profitability in the future [8] Future Outlook - The company anticipates continued volatility and limited visibility in the near term, projecting a decline in reported net sales by 10-12% year over year for the third quarter of fiscal 2025 [9] - Adjusted earnings per share are expected to drop by 69-79%, reflecting ongoing challenges in the global travel retail business [9][10]

A month has gone by since the last earnings report for Estee Lauder (EL) . Shares have added about 9.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Estee Lauder due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. The Estee Lauder Companies Q2 Earnings Beat Amid Chin ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Core Points - As of January 31, 2025, EssilorLuxottica has 457,507,201 shares outstanding and 456,576,523 real voting rights, excluding treasury shares [2][3] - The theoretical number of voting rights, including treasury shares, remains the same at 457,507,201 [3] - Voting rights are capped at 31% for any shareholder, as per the company's by-laws [3] Company Information - EssilorLuxottica is recognized as the global leader in the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses [2] - The company’s by-laws and additional information can be accessed on its official website [4]

Core Insights - EssilorLuxottica has acquired Cellview Imaging Inc, a Canadian med-tech start-up specializing in innovative retinal imaging technology, to enhance its portfolio in vision care [1][2] Group 1: Acquisition Details - The acquisition aims to elevate industry standards and improve the quality of vision care through advanced diagnostic tools [1] - Cellview's proprietary ultra-widefield retinal camera captures larger images, enabling better diagnosis of retinal pathologies [2] Group 2: Company Background - Cellview is based in Toronto and is known for its strong internal R&D capabilities, producing FDA and CE approved diagnostic imaging instruments [2] - The company's products are currently distributed in North America and are set to expand into Europe [2] Group 3: Strategic Goals - EssilorLuxottica's leadership expressed enthusiasm about integrating Cellview's expertise to accelerate their vision health strategy [3] - The integration is expected to provide a comprehensive portfolio of innovative technologies to the ophthalmic care community, addressing the growing need for early diagnosis of retinal conditions [3]