Group 1: Company Performance - Hardman Johnston Global Advisors reported that its portfolio underperformed in Q3 2025, returning 5.02% net of fees compared to 7.62% for the MSCI AC World Net Index [1] - The Estée Lauder Companies Inc. (NYSE:EL) experienced a one-month return of 13.66% and a 52-week gain of 45.10%, closing at $107.65 per share with a market capitalization of $38.793 billion on December 26, 2025 [2] - The Estée Lauder Companies Inc. saw a 3% year-over-year increase in net sales in Q3 2025, driven by double-digit growth in fragrance and modest low single-digit growth in skincare [4] Group 2: Investment Thesis - The investment thesis for The Estée Lauder Companies Inc. is supported by solid industry dynamics, with global beauty growing mid-single digits and luxury beauty growing faster [3] - The company is implementing "self-help" measures, recovering approximately 600 basis points in gross margin and over 1,000 basis points in operating margin, which is expected to drive strong double-digit earnings growth [3] - Despite the potential of The Estée Lauder Companies Inc. as an investment, there are opinions that certain AI stocks may offer greater upside potential and carry less downside risk [4] Group 3: Market Position - The Estée Lauder Companies Inc. is not among the 30 most popular stocks among hedge funds, with 45 hedge fund portfolios holding the stock at the end of Q3 2025, down from 48 in the previous quarter [4] - The company is recognized as a leading player in a structurally attractive beauty industry that has been under-managed in recent years [3]

Group 1: Core Insights - Three stocks with strong momentum and buy rank are highlighted for investors: Expeditors International of Washington, Inc., Innovative Aerosystems, Inc., and The Estée Lauder Companies Inc. [1][2][3] Group 2: Company Summaries - **Expeditors International of Washington, Inc. (EXPD)**: This logistics services company has a Zacks Rank 1, with a 6.9% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days. Its shares gained 24.2% in the last three months, while the S&P 500 declined by 4.4%. The company has a Momentum Score of B [1]. - **Innovative Aerosystems, Inc. (ISSC)**: This avionics solutions provider also holds a Zacks Rank 1, with a 14.3% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days. Its shares surged by 60.4% over the past three months, compared to the S&P 500's decline of 4.4%. The company possesses a Momentum Score of A [2]. - **The Estée Lauder Companies Inc. (EL)**: This cosmetics company has a Zacks Rank 1, with a 4.9% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days. Its shares increased by 21.0% in the last three months, while the S&P 500 fell by 4.4%. The company has a Momentum Score of B [3].

Industry Overview - The Zacks Cosmetics industry is facing challenges due to softer consumer spending, uneven retail restocking, and persistent cost pressures, which are squeezing margins and reshaping demand trends [1][4]. - Companies in this industry manufacture and market a variety of beauty and personal care products, including skincare, fragrance, makeup, and hair care items [3]. Current Challenges - Rising costs for packaging, ingredients, logistics, and promotional activities are impacting profit margins, while trade tensions and potential supply chain disruptions add uncertainty [1][4]. - Consumers are prioritizing essential purchases over discretionary spending, leading to decreased demand for cosmetics [4]. Long-term Growth Drivers - Despite near-term pressures, long-term fundamentals are supported by innovation and digital transformation, with companies investing in product innovation and enhanced e-commerce capabilities [2][6]. - The demand for organic and clean beauty products is growing, prompting companies to innovate and expand their offerings [6]. Industry Performance - The Zacks Cosmetics industry currently holds a Zacks Industry Rank of 177, placing it in the bottom 27% of over 243 Zacks industries, indicating dull near-term prospects [7][8]. - The industry has underperformed the S&P 500, returning 10% over the past year compared to the S&P 500's growth of 18.3% [11]. Valuation Metrics - The industry is trading at a forward 12-month price-to-earnings (P/E) ratio of 28.99X, higher than the S&P 500's 23.45X and the sector's 16.42X [14]. Notable Companies - **The Estee Lauder Companies**: Focused on restoring profitability and driving long-term growth through innovation and digital channels, with a Zacks Rank of 1 [17]. The consensus estimate for its EPS has increased by 0.5% to $2.15 [18]. - **Coty Inc.**: Currently holds a Zacks Rank of 3, focusing on stabilizing its Consumer Beauty segment and enhancing e-commerce capabilities. The EPS estimate remains unchanged at 42 cents [21][22]. - **Helen of Troy Limited**: Also holds a Zacks Rank of 3, pursuing sustainable growth through its Leadership Brands and strategic investments. The EPS estimate has decreased by 1.2% to $4.05 [29][24]. - **European Wax Center, Inc.**: Positioned for long-term expansion with a Zacks Rank of 3, focusing on customer acquisition and operational productivity. The EPS estimate has decreased by 4.7% to 61 cents [27][28].

Key Takeaways ELF is gaining share with affordable pricing, rapid innovation and a digitally native marketing model.EL is working to stabilize sales and rebuild margins through its Beauty Reimagined transformation plan.ELF reflects high-growth execution and EL diversified scale and recovery potential.e.l.f. Beauty, Inc. (ELF) and The Estee Lauder Companies Inc. (EL) are two influential players in global beauty, operating at different ends of the market while competing across several overlapping categories. ...

Core Insights - Three stocks with buy rank and strong income characteristics are highlighted for investors to consider on December 26th Group 1: J&J Snack Foods Corp. (JJSF) - J&J Snack Foods Corp. has a Zacks Rank of 1 and a dividend yield of 3.5%, significantly higher than the industry average of 0.0% [1] - The Zacks Consensus Estimate for its current year earnings has increased by 6.5% over the last 60 days [1] Group 2: Expeditors International of Washington, Inc. (EXPD) - Expeditors International has a Zacks Rank of 1 and a dividend yield of 1.0%, compared to the industry average of 0.0% [2] - The Zacks Consensus Estimate for its current year earnings has increased by 6.9% over the last 60 days [2] Group 3: The Estée Lauder Companies Inc. (EL) - The Estée Lauder Companies has a Zacks Rank of 1 and has seen the Zacks Consensus Estimate for its current year earnings increase by 4.9% over the last 60 days [2]

智通财经记者 | 周芳颖 智通财经编辑 | 楼婍沁 Crybaby特展在上海"柔软"启幕 雅诗兰黛发布全新"胶原建模"精华 围绕全新智妍"胶原建模"精华的即将上市，雅诗兰黛于中国创新研发中心举办"胶原建模"精华上市峰会，从科研与机制层面系统阐释品牌对抗老路径的最新 理解。基于三十年胶原研究积累，雅诗兰黛提出"胶原建模"这一全新机制：通过多重信号肽协同作用，覆盖表皮层、表皮—真皮连接层及真皮层，参与不同 类型胶原的生成与稳定，从源头支撑肌肤紧致度与轮廓感。在这一逻辑下，全新智妍"胶原建模"精华被定位为"居家可持续的抗老方案"，以日常护理方式介 入胶原维养过程，强调长期使用带来的整体紧致与稳定感，而非短暂修饰。 由泡泡玛特携手艺术家工作室 Molly Factory 联合呈现的"Letting Go... Holding On..." Crybaby 特展·上海站，于2025年12月20日在上海西岸梦中心·梦工场正式 启幕。这不仅是Crybaby在中国的首次亮相，也是其迄今为止规模最大的一次展览。近2000平方米的空间被打造成一座情绪可被触摸的"柔软世界"，邀请观 众展开一场以眼泪为线索的情绪漫游之旅。 展览由艺 ...

文 | 侃见财经 成功穿越周期，企业才能走得更远。 过去两年，全球化妆品行业遭遇了较大的挑战，由于市场环境的变化，曾经高溢价且吸流的热门行业， 核心关键词变成了"下滑"以及"亏损"。 在这种背景下，行业的龙头也没能抵抗住逆周期的"困境"。统计显示，2021年底至2025年中旬，全球化 妆品巨头雅诗兰黛市值最高跌幅超过了85%，市值蒸发超过了1100亿美元。值得注意的是，2025财年雅 诗兰黛还出现了亏损，亏损金额超过了11亿美金。 面对复杂的行业状况，雅诗兰黛开始积极调整企业架构。 三年多逆周期的对抗，雅诗兰黛终于走出了"谷底"，重回增长赛道。 根据统计，4月中旬至今，雅诗兰黛股价涨幅超过了120%，市值增长超过210亿美元。尽管其距离巅峰 时期依旧跌幅较大，但暴涨的股价已经证明，雅诗兰黛阶段性地走出了谷底，并且业绩方面也已经有了 积极且正面的反馈。 根据其此前发布的2026财年第一季度的财报，雅诗兰黛本季度净销售额34.81亿美元，上年同期为33.61 亿美元，同比增长4%；季度营业利润1.69亿美元，上年同期营业亏损1.21亿美元；季度归属公司的净利 润4700万美元，上年同期净亏损1.56亿美元；毛利率 ...

An updated edition of the Nov. 25, 2025, article.The U.S. beauty and cosmetics industry continues to hold its ground as a resilient corner of consumer spending. Even in slower economic periods, beauty tends to remain a priority as an affordable form of self-care. What keeps the sector attractive for investors is its ability to evolve, blending aesthetics with wellness, personalization and lifestyle trends that support steady, long-term demand.Key growth drivers remain firmly in place. Skincare and hair care ...

Core Viewpoint - EssilorLuxottica and Burberry have renewed their licensing agreement for eyewear, extending the partnership until December 31, 2035, which highlights the strength and longevity of their collaboration since 2006 [2][3]. Group 1: Partnership Details - The existing licensing agreement, which was set to expire on December 31, 2025, has been extended for an additional ten years [2]. - This renewal emphasizes a shared legacy of creativity, craftsmanship, and innovation between EssilorLuxottica and Burberry [3]. Group 2: Leadership Comments - Francesco Milleri, Chairman and CEO of EssilorLuxottica, expressed excitement about deepening the collaboration with Burberry, focusing on crafting eyewear that embodies Burberry's sophistication and British allure [4]. - Joshua Schulman, CEO of Burberry, highlighted the importance of craftsmanship, design, and innovation in their partnership, aiming to deliver more iconic Burberry eyewear collections globally [5].

Investors interested in Consumer Staples stocks should always be looking to find the best-performing companies in the group. Estee Lauder (EL) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Estee Lauder is a member of the Consumer Staples sector. This group includes 185 individual stocks and currently holds a Zacks Sector Rank of #16. The Zac ...