Core Viewpoint - The Estée Lauder Companies Inc. is recognized as a strong investment opportunity, particularly highlighted by recent upgrades from financial analysts, indicating a positive outlook for the company's future performance [2][3]. Analyst Upgrades - Wells Fargo raised its price target for Estée Lauder from $95 to $111 while maintaining an Equal Weight rating, reflecting updated models across various sectors [2]. - Raymond James upgraded Estée Lauder to Strong Buy from Market Perform, setting a new price target of $130 and including the stock in its Analyst Current Favorites list, citing a transition from narrative to execution in the company's turnaround strategy [3]. Company Strategy - The CEO outlined a strategy focused on expanding market share and increasing sales through the development of new brands, targeting younger consumers globally, and customizing products to fit local cultural preferences [4]. - The company aims to leverage the rising global middle class as a significant growth driver through 2030, which is central to its long-term plans [4]. Market Focus - Estée Lauder is in the midst of a turnaround, aiming to rebalance growth by increasing focus on the Americas and emerging markets, while still maintaining a presence in China despite recent consumer spending pullbacks [5].

雅诗兰黛这几年一直没能走出下滑、"卖子"的阴影，2026刚开年，就又传出"低价大甩卖"旗下品牌的消息，传闻中的价格也是低到了"地板价"，令人咋 舌。 继去年市场传闻其有意出售彩妆品牌Too Faced、Smashbox及韩妆品牌Dr.Jart+(下文统称：蒂佳婷)后，今年伊始，关于这三个品牌将被打包出售的消息再 次被推至风口浪尖。 最短仅6年，缩水超5倍！ 1月7日，据外媒theindustry.beauty报道，雅诗兰黛正在考虑将蒂佳婷和彩妆品牌Too Faced、Smashbox一起打包出售。值得注意的是，如果此次出售完成， 标志着雅诗兰黛的精简品牌组合战略更进一步。 图源：theindustry.beauty 消息人士透露，这三个品牌已向潜在买家推介，预计总售价为低九位数。这也意味着，三个品牌打包出售的整体售价可能仅为3-5亿美元(人民币约20.95亿 元-34.91亿元)之间，这与其先前用近15亿美元(人民币约104.74亿元)买入Too Faced一个品牌，形成鲜明反差。 当初，雅诗兰黛收购这三个品牌共花费超25亿美元(人民币约174.57亿元)，而现在可能将以约五分之一的价格出售，面临高买低卖的情 ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Estee Lauder (EL) . This company, which is in the Zacks Cosmetics industry, shows potential for another earnings beat.When looking at the last two reports, this beauty products company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 56.25%, on average, in the last two quarters ...

With a market cap of $38.5 billion. The Estée Lauder Companies Inc. (EL) is a global prestige beauty leader with a diversified portfolio spanning skincare, makeup, fragrance, and haircare. Founded in 1946 and headquarters in New York City, the company owns and manages a collection of iconic brands, including Estée Lauder, MAC, Clinique, La Mer, Bobbi Brown, and Jo Malone London, which are sold across department stores, specialty retailers, travel retail, and digital channels worldwide. Estée Lauder is se ...

Key Takeaways EL reported 3% organic net sales growth, with sharp regional differences by geography.EL's Asia/Pacific growth came from travel retail and easy comparisons, while China demand stayed subdued.EL saw a low-single-digit sales decline in North America, pressured by store closures and inventory issues.The Estee Lauder Companies Inc.’s ((EL) first-quarter fiscal 2026 results highlight a clear regional imbalance, raising questions about whether stabilization in North America can meaningfully offset p ...

格隆汇1月6日｜TD Cowen：将雅诗兰黛(EL.US)目标价从110美元上调至115美元。 ...

倩碧紫光晚安霜 日常熬夜，令肌肤老化不再是单一纹路的困扰，更是暗沉、松垮等多重肌肤问题并发的综合考验。当肌 肤状态频频告急，如何系统性应对？Clinique倩碧紫光晚安霜应需而来，依托品牌35年胜肽专研积累， 以精准成分配比与靶向淡纹科技，专注应对肌肤夜间淡纹修护需求。 Clinique倩碧紫光晚安霜搭载品牌专研的"黄金肽三角"淡纹体系，实现精准靶向淡纹修护，类肉毒肽帮 助阻断肌肉收缩信号，从而减缓动态纹产生；双重信号肽则深入肌底激活胶原蛋白的新生，提升肌肤韧 性。三者协同作用，从预防到激活层层递进，精准应对不同层次的老化问题。 倩碧紫光晚安霜复配"3重修愈能量"。腺苷帮助舒缓肌肤泛红易敏状态，改善因外界刺激引发的肌肤脆 弱问题；麦角硫因作为高效抗氧成分，加速修护肌肤屏障损伤；12%HA则为肌肤注入充沛水分，实现 即刻水润充盈，使干纹细纹得到显著改善。 倩碧紫光晚安霜 2026年1月，雅诗兰黛集团旗下皮肤学专业品牌Clinique倩碧再度以科学之力重塑夜间淡纹护肤体验，重 磅推出全新——Clinique倩碧紫光晚安霜。作为倩碧紫光淡纹系列的全新力作，Clinique倩碧紫光晚安霜 凝聚品牌皮肤学淡纹专家35年 ...

Group 1 - Raymond James upgraded Estée Lauder from Market Perform to Strong Buy, setting a price target of $130, and identified the stock as one of its top picks for 2026 [1] - The firm indicated that Estée Lauder's turnaround has transitioned from a narrative phase to one focused on execution, with fiscal 2025 expected to mark the earnings trough [1] - Improving market share trends in the U.S. and category growth in China are anticipated to support faster and more consistent sales and profit growth moving forward [1] Group 2 - Travel Retail is expected to be less of a headwind, with a shift towards faster-growing retail channels and margin rebuilding supporting increased investment in sustainable growth drivers [2] - Continued cost savings from the company's Profit Recovery & Growth Plan are also expected to contribute to this sustainable growth [2] Group 3 - Raymond James raised its fiscal 2026 and 2027 EPS estimates to $2.23 and $3.05, respectively, which are above Bloomberg consensus forecasts of $2.16 and $2.93 [3] - The $130 price target implies a valuation of 37x calendar-year 2027 earnings, 18x EV/EBITDA, and 3.2x EV/sales [3]

An updated edition of the November 12, 2025 article.In the business world, the concept of a wide moat refers to companies with strong, durable competitive advantages that protect them from rivals, much like a moat defends a castle. First popularized by Warren Buffett, this strategy emphasizes investing in businesses that can sustain superior profitability over the long term due to their unique positioning, strong brand loyalty, cost advantages, network effects or regulatory barriers. Among the companies tha ...

在全球美妆市场普遍放缓和地缘政治影响下，欧莱雅则以40亿欧元(人民币约328.2亿元)的天价，接盘开云集团旗下的顶级沙龙香品牌Creed，揭示了巨头 们对未来最笃定的押注方向。 除此之外，2025年还有LVMH入股BDK Parfums，以及雅诗兰黛首次在拉丁美洲投资墨西哥品牌XINÚ。 头部企业们密集布局的动作背后，一方面不仅改写了全球香水市场的竞争格局，更凸显了这一品类在消费浪潮中的强增长韧性。 另一方面，在企业的棋盘上，香水已从上添花的品类，升级为争夺市场的战略要塞，竞争逻辑正从存量博弈转向对新增量的开拓 增速放缓下，小众高端香下一个爆发点？ 当前，从原料商到品牌方的香水相关业务虽仍处于增长态势，但增速明显开始放缓。同时，值得注意的是，"高端化"成为抵御周期波动的关键引擎，在巨 头财报中贡献了最确定的增长。 如下图所示，相较于先前，香水业务能为其业绩带去助力的爱马仕和科蒂，在今年的第三季度分别同比下跌7.2%和6%，与2024年上涨9.3%形成鲜明对 比。与此同时，欧莱雅、puig等的香水业务增长也未超过3%，增长动能明显减弱。 即便如此，多家企业均表示旗下高端香水品牌实现了可观增长，成为业绩亮点。资生 ...