The Estee Lauder Companies Inc. (EL) is likely to register a decline in its top and bottom lines when it reports second-quarter fiscal 2025 earnings on Feb. 4. The Zacks Consensus Estimate for net sales is pegged at almost $4 billion, suggesting a decrease of 6.9% from the prior-year quarter's level.The consensus mark for fiscal second-quarter earnings has remained unchanged in the past 30 days at 32 cents per share, indicating a decline of 63.6% from the figure reported in the year-ago quarter. EL has a tr ...

Shares of Estée Lauder (NYSE: EL ) have fallen 37% over the last twelve months, significantly underperforming the S&P 500, which has risen 24% over the same time period. Over the last few quarters, the company has faced a challenging environment with headwindsI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on ...

The market expects Estee Lauder (EL) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended December 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 4, 2025, might help the stock move higher if these key numbers are ...

For Immediate ReleaseChicago, IL – January 23, 2025 – Today, Zacks Equity Research Equity are The Estee Lauder Companies Inc. (EL) , Helen of Troy Ltd. (HELE) and European Wax Center, Inc. (EWCZ) .Industry: CosmeticsLink: https://www.zacks.com/commentary/2400282/3-resilient-cosmetic-stocks-to-monitor-in-a-challenging-marketCompanies in the Zacks Cosmetics industry are navigating a dynamic macroeconomic environment, facing external headwinds that are impacting consumer demand and putting pressure on the sect ...

Companies in the Zacks Cosmetics industry are navigating a dynamic macroeconomic environment, facing external headwinds that are impacting consumer demand and putting pressure on the sector. The tough demand landscape is affecting sales for many cosmetic companies, while higher production costs are straining profitability and operational efficiency.Despite these challenges, companies like The Estee Lauder Companies Inc. (EL) , Helen of Troy Limited (HELE) and European Wax Center, Inc. (EWCZ) have seen posit ...

Disclosure of Share Capital and Voting Rights Outstanding as of December 31, 2024 (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 (January 15, 2025 - 6:00 pm) – As of December 31, 2024, 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. Dec ...

Earnings Performance - Estee Lauder has consistently beaten earnings estimates in the last two quarters, with an average surprise of 105.78% [2] - In the last reported quarter, the company posted earnings of $0.14 per share, surpassing the Zacks Consensus Estimate of $0.09 per share by 55.56% [3] - In the previous quarter, Estee Lauder delivered earnings of $0.64 per share, significantly exceeding the expected $0.25 per share, resulting in a 156% surprise [3] Earnings ESP and Zacks Rank - Estee Lauder currently has a positive Earnings ESP of +0.83%, indicating bullish sentiment among analysts regarding its near-term earnings potential [7] - The company holds a Zacks Rank 3 (Hold), which, combined with its positive Earnings ESP, suggests a high likelihood of another earnings beat [7] - Stocks with a positive Earnings ESP and a Zacks Rank 3 or better have historically produced a positive surprise nearly 70% of the time [5] Earnings ESP Methodology - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the former reflecting the latest analyst revisions before an earnings release [6] - A positive Earnings ESP is a strong indicator of an earnings beat, especially when paired with a favorable Zacks Rank [4] - While a negative Earnings ESP reduces predictive power, it does not necessarily indicate an earnings miss [8] Upcoming Earnings Report - Estee Lauder's next earnings report is expected to be released on February 4, 2025 [7] - Investors are advised to monitor the company's Earnings ESP ahead of the quarterly release to assess the likelihood of another earnings beat [9]

EssilorLuxottica strengthens its presence in the hearing space with the acquisition of an AI-driven tech startup in France Pulse Audition features technology that can embed AI-based speech enhancement into glasses Paris, France (2 January 2025) – EssilorLuxottica takes a leap forward in its innovation journey with the acquisition of Pulse Audition, a French startup delivering AI-based noise reduction and voice enhancement through algorithms allowing people with hearing impairment to better understand spee ...

Core View - The company is facing significant challenges, including a sharp stock price decline and a dividend cut, but it is addressing these issues from a position of strength in the affordable luxury niche [3][8] - Despite the bad news, there are positive aspects in the fiscal first-quarter update that investors are largely ignoring, suggesting potential for a turnaround [10][11] - The company is making tough moves, including a dividend cut and restructuring, to set the stage for a turnaround under new leadership [1][17][18] Financial Performance - Fiscal first-quarter 2025 organic sales were down 5% year over year, with a loss of $0.43 per share, compared to a profit of $0.09 per share in the prior year [14] - Excluding one-time items, earnings rose to $0.12 per share, up from $0.11 in the fiscal first quarter of 2024 [14] - The company achieved sales of nearly $3.4 billion in the fiscal first quarter of 2025, despite headwinds in key Asian markets [6] Strategic Moves - The company is reducing its dividend to create more financial flexibility for the incoming leadership team and has withdrawn longer-term guidance [1] - A new CEO is being brought in to reset market expectations and address the company's issues [15][17] - The company is attempting to get as much bad news out as quickly as possible, which is often referred to as a kitchen-sink quarter [17] Market Position - Estée Lauder is an industry leader in the affordable luxury niche, with a broad and globally diversified portfolio across skin care, hair care, makeup, and fragrance [5][6] - The company's products are expensive for their niche but are affordable relative to other luxury items, which is an important point of differentiation [5] Regional Performance - Sales growth in Europe, the Middle East & Africa, and the Americas was strong in the skin care segment, while Clinique saw a double-digit sales increase globally in the makeup segment [7] - In the fragrance business, sales were down just 1%, with Le Labo sales rising in the double digits [7] - Weak sales in China and the travel retail channel, related to the slow recovery from pandemic shutdowns, are significant challenges [9] Investor Perspective - The stock has lost roughly 80% of its value since hitting an all-time high in 2022, and the company announced a dividend cut of about 47% [8] - For contrarian investors, the current situation could present an opportunity, given the company's underlying fundamentals and potential for a turnaround [4][13] - Conservative investors may want to wait for the new CEO's plan and some progress toward the outlined goals [2][13]

Many of Estée Lauder's (EL 0.44%) perfumes and cosmetics make for ideal holiday gifts for folks who appreciate such products. Is the storied company's stock also a great buy for the season? If an analyst's latest take on the shares is any indication, the answer is indisputably yes.In the run-up to holiday season, that analyst reiterated her quite bullish stance on the company's prospects. Here's her argument for loading up on Lauder.Smells like a buyLast Friday, DA Davidson's Linda Bolton Weiser published a ...