Core Viewpoint - Estee Lauder is well-positioned to continue its earnings-beat streak, with a strong history of surpassing earnings estimates, particularly in the last two quarters, where it achieved an average surprise of 74.65% [1][5]. Earnings Performance - In the last reported quarter, Estee Lauder reported earnings of $0.62 per share, exceeding the Zacks Consensus Estimate of $0.32 per share, resulting in a surprise of 93.75% [2]. - In the previous quarter, the company was expected to earn $0.09 per share but delivered $0.14 per share, achieving a surprise of 55.56% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Estee Lauder, with a positive Earnings ESP of +14.31%, indicating that analysts have recently become more optimistic about the company's earnings prospects [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that stocks with this combination beat estimates nearly 70% of the time [6][8]. Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate than earlier predictions [7]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9]. Importance of Earnings ESP - Companies often beat consensus EPS estimates, but this is not the only factor influencing stock price movements. Therefore, checking a company's Earnings ESP before quarterly releases is crucial for increasing the odds of success [10].

Core Insights - The core issue facing international beauty brands in China is the significant decline in tourism retail performance, prompting major organizational adjustments and strategic shifts within companies like L'Oréal and Shiseido [1][2][4]. Group 1: Tourism Retail Performance - L'Oréal's China travel retail division is reportedly undergoing a large-scale organizational adjustment, with potential layoffs nearing 50% due to ongoing performance pressures in domestic tourism retail channels [1]. - Shiseido's travel retail business in Hainan saw a revenue drop of over 30% in the first nine months of 2024, contributing to a 4.6% decline in net sales in China [2]. - China Duty Free Group's revenue for 2024 was reported at 56.474 billion yuan, a year-on-year decrease of 16.38%, indicating a broader trend of declining performance in the tourism retail sector [1]. Group 2: Market Challenges - The tourism retail sector has faced challenges due to the pandemic, with international beauty brands struggling to recover despite a gradual return of offline economic activities [1]. - The competitive landscape has intensified, with domestic brands gaining market share; in 2023, local cosmetics captured 50.4% of the market, surpassing international brands for the first time [8][11]. - Factors contributing to the decline include the diversion of outbound tourism, loss of price advantages, and the rise of domestic alternatives [6][11]. Group 3: Strategic Responses - In response to declining tourism retail performance, companies are restructuring and appointing new leadership; for instance, Shiseido has integrated its China and travel retail businesses under unified management [9]. - L'Oréal is focusing on creating memorable shopping experiences tailored to the needs of millennial and Gen Z travelers, indicating a shift towards consumer-centric strategies [10]. - The beauty industry is witnessing a wave of executive changes, with at least eight significant appointments related to travel retail since last year, reflecting the urgency of addressing market challenges [9].

Group 1 - The Estée Lauder Companies Inc. has experienced significant challenges for shareholders in recent years, with a notable decline in stock performance since January 2022 [1] - The company was previously described as an "excellent company," indicating a shift in perception due to recent financial difficulties [1]

Group 1 - The article emphasizes a dividend-focused value investment strategy that prioritizes capital preservation and steady income growth [1] - The investment approach involves holding high-quality value stocks that provide meaningful growth and long-term safety [1] Group 2 - The author has a beneficial long position in the shares of specific companies, indicating a personal investment interest [2] - The article is presented as a personal opinion and does not constitute professional investment or tax advice [3][4]

First-Quarter 2025 RevenueConference Call Invitation Mr STEFANO GRASSI, Chief Financial Officer, andMr GIORGIO IANNELLA, Head of Investor Relations,have the pleasure of inviting you to our First-Quarter 2025 Revenue Conference Call on: Wednesday, April 23, 2025, at 6:30 pm CEST Dial-in telephone access: If you wish to dial into the conference call, please pre-register at the following link to receive the personal credentials (Dial-in numbers, Conference ID and User ID): https://grid.trustwavetechnology.com/ ...

Disclosure of Share Capital and Voting Rights Outstanding as of March 31, 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 (April 11, 2025 - 6:00 pm) – As of March 31, 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 31, 2 ...

Core Viewpoint - Kuehn Law, PLLC is investigating potential breaches of fiduciary duties by certain officers and directors of The Estee Lauder Companies, Inc. related to misleading statements about market demand and inventory levels [1]. Group 1: Legal Investigation - A federal securities lawsuit alleges that insiders at Estee Lauder made unrealistic and materially false statements regarding market demand and inventory, concealing the company's market weaknesses [2]. - The lawsuit follows a significant decline in Estee Lauder's stock price, which fell from $245.22 per share on May 2, 2023, to $202.70 per share on May 3, 2023, after the company announced weaker sales and profit forecasts [2]. Group 2: Shareholder Participation - Shareholders who purchased Estee Lauder stock prior to August 18, 2022, are encouraged to contact Kuehn Law to discuss their rights and potential involvement in the litigation [3]. - The firm emphasizes the importance of shareholder participation in maintaining the integrity and fairness of financial markets [4].

Estee Lauder (EL) shares soared 12.2% in the last trading session to close at $56.16. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 28.1% loss over the past four weeks.The Estee Lauder Companies stock gained momentum as investor sentiment improved amid a broader market rally, following President Donald Trump’s announcement of a 90-day pause on reciprocal tariffs for all countries except China. The company’s Profit Recovery and ...

Disclosure of transactions in own shares Paris, France (April 8, 2025 - 6:15 pm) – In accordance with the authorization granted by the Annual Shareholders’ Meeting on April 30, 2024, EssilorLuxottica declares that from April 3, 2025, to April 7, 2025, inclusive, the following share buybacks were carried out: Name of the issuerIdentity code of the IssuerDay of the transactionIdentity code of the financialinstrumentTotal daily volume (innumber of shares)Daily weighted averagepurchase price of the shares (€) ...

跻身"10亿美元俱乐部"在望。 文 ｜ 贺哲馨 编辑 ｜ 乔芊 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ The Ordinary官方微博 上世纪90年代，某外资美妆公司在中国推出了它的第一瓶面霜，宣传称这款产品能解决细纹、粗糙、毛孔粗大等等瑕疵。为了推广这款面霜，他们请来了当 时炙手可热的影视明星，"一瓶解决多重肌肤问题""24小时焕发年轻光彩"，诸如此类的广告词在各家电视台的黄金时间轮番播放。 在中国之前，类似的广告风格已经在西方世界流行了近一个世纪。意大利作家毛拉·甘奇塔诺在《服美役》一书中写到："面霜广告似乎总是在给人一种虚无 的承诺。它们（指面霜）充满了各种营养物质，你不能去吃，因为会变胖，但可以用在皮肤上……天知道它们怎么发挥作用的。" 以下文章来源于36氪未来消费 ，作者贺哲馨 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 The Ordinary或许是第一个对这种"幻觉"提出质疑的品牌。 与当时的美妆产品不同，The Ordinary的销售人员会根据你的皮肤状况推荐某一款产品（而不是套装！），或清晰劝告你"需要去看皮肤科医生"。这个品牌 大部分护肤品都被装 ...