Group 1 - The company will hold a conference call to discuss its Full-Year 2025 results on February 11, 2026, at 6:30 pm CET [2] - Participants must pre-register to receive dial-in credentials for the conference call [2] - A live webcast of the presentation will be available, and the press release will be published at 6:00 pm CET on the same day [3]

在过去的2025年，美妆行业的整体格局经历了深刻的变革和调整，这一洗牌很可能延续至2026年。 行业整体业绩增速明显放缓，市场表现疲软，不少企业甚至出现营收下滑，头部企业之间的位次争夺战愈发激烈。在国际TOP10美妆企业中，半数集团整 体营收回落，即使保持增长者也只是幅度有限。 与此同时，欧莱雅、联合利华在内的多个国际美妆集团纷纷优化产品组合，剥离低效业务，"卖子"的消息时常传出，过去一年中超50个美妆品牌被舍弃。 更值得关注的是，为降本增效，全球美妆十强中更有六家相继裁员。 在此背景下，寻找发展最优解的这一重担，直接落在了各集团管理层的肩上。2025年，从各业务部门到区域市场，美妆集团们的人事变动异常频繁。而关 乎企业命运的战略制定决策权，则更多地集中各集团CEO的手中。 据聚美丽不完全统计，2025年，仅全球头部美妆集团的高管变动就发生了超30起，其中八大美妆巨头均经历了集团"一把手"的更迭。 2025，换帅潮席卷美妆巨头！ 在面对行业变局与区域挑战，国际美妆集团不约而同地选择通过换帅进行应对，由此掀起了一波密集的"换帅潮"。据聚美丽观察发现，这些企业的CEO变 动存在以下共性： 1.各集团内部提升的CE ...

Core Insights - Estee Lauder Companies Inc. is expected to report its second-quarter fiscal 2026 earnings on February 5, 2026, with projected revenues of $4.22 billion, reflecting a 5.3% increase year-over-year, and earnings per share (EPS) of 83 cents, indicating a 33.9% growth from the previous year [1][9] Financial Performance - The Zacks Consensus Estimate indicates a trailing four-quarter average earnings surprise of 82.6%, with the last quarter's earnings surpassing estimates by 100% [2] - The company currently has an Earnings ESP of +6.62% and a Zacks Rank of 2 (Buy), suggesting a favorable outlook for the upcoming earnings report [4][3] Market Trends - Estee Lauder is experiencing improving demand trends, particularly in the fragrance segment, supported by better retail sales excluding travel retail, despite ongoing pressures in Mainland China and Asia travel retail [5][9] - The company's Profit Recovery and Growth Plan is contributing to margin expansion and earnings growth, aided by targeted cost reductions and improved operational efficiency [7][11] Stock Performance - Over the past three months, Estee Lauder's stock has increased by 18.1%, outperforming the Cosmetics industry (6.2%), the broader Zacks Consumer Staples sector (6.4%), and the S&P 500 (3.2%) [8] - The stock is trading at a forward price-to-earnings ratio of 43.99X, significantly higher than the industry average of 29.59X, reflecting investor expectations for improved performance [10] Investment Outlook - Estee Lauder's strong brand leadership and recovery potential in earnings make it an attractive option for investors looking for exposure in the prestige beauty sector, despite its premium valuation compared to peers [11]

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) will release its fiscal 2026 second quarter results on Thursday, February 5, 2026. On that date, at 8:30 a.m. (ET), the Company will provide a live webcast of its conference call and presentation discussing the results, future prospects and recent corporate developments. Stéphane de La Faverie, President and CEO, and Akhil Shrivastava, EVP and CFO, will host the call. Those wishing to access the webcast can visit http://www.e. ...

Company Overview - Estee Lauder is a prominent player in the global beauty industry with a market capitalization of approximately $41.57 billion, known for its prestige beauty products [1][5] - The company has returned to organic sales growth, driven by its "Beauty Reimagined" initiative, which has improved profitability and margins [1][5] Stock Performance - Deutsche Bank analyst Steve Powers set a new price target for Estee Lauder at $128, indicating a potential increase of about 10.91% from the current stock price of $115.41 [2][5] - The stock price is currently $115.31, reflecting a slight increase of 0.60% or $0.69, with trading between $115.03 and $116.34 today [2] Competitive Landscape - Estee Lauder's growth contrasts with e.l.f. Beauty, which operates with a value-driven, digital-first model and has achieved its 27th consecutive quarter of net sales growth [3][5] - The cosmetics industry is evolving with digital engagement, changing consumer preferences, and a focus on value, innovation, and brand differentiation [4]

Wall Street expects a year-over-year increase in earnings on higher revenues when Estee Lauder (EL) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 5. ...

Core Insights - Estee Lauder Companies Inc. and e.l.f. Beauty, Inc. are key players in the cosmetics industry, competing across overlapping product categories while operating at different market segments [1][2] - The cosmetics industry is evolving due to digital engagement, changing consumer preferences, and a focus on value, innovation, and brand differentiation [1] Estee Lauder Overview - Estee Lauder has a market capitalization of approximately $41.3 billion and is recognized as a leader in the prestige beauty sector with a diverse portfolio [2] - The company has shown a return to organic sales growth, with a 3% increase in organic net sales in Q1 of fiscal 2026 and a 300 basis point expansion in adjusted operating margin to 7.3% [3][9] - Adjusted gross margin improved by 60 basis points to 73.3%, driven by procurement efficiencies and reduced promotional intensity [4] - Estee Lauder is gaining market share in key regions such as Mainland China, the U.S., and parts of Western Europe, with strong performance from brands like La Mer and TOM FORD [5] - Product innovation is crucial for Estee Lauder's growth, with new launches enhancing brand relevance and consumer engagement [6] e.l.f. Beauty Overview - e.l.f. Beauty, valued at around $5.1 billion, focuses on affordable, trend-driven products and has achieved its 27th consecutive quarter of net sales growth, with a 14% increase to $343.9 million in Q2 of fiscal 2026 [7][9] - The company gained 140 basis points of market share in its core brand during Q2, reflecting its ability to attract value-conscious consumers [8] - e.l.f. Beauty's growth is supported by expanding distribution and a digitally native operating model, with management projecting a net sales increase of 18-20% for fiscal 2026 [11] Financial Performance and Estimates - The Zacks Consensus Estimate for Estee Lauder indicates a year-over-year sales growth of 4.6% and an EPS increase of 43.7% for the current fiscal year [12] - For e.l.f. Beauty, the current fiscal-year sales estimate suggests a 19.3% increase, while EPS is expected to decrease by 15.3% [14] - Over the past year, Estee Lauder's shares have increased by 39.3%, outperforming the industry growth of 13.2%, while e.l.f. Beauty's shares have declined by 19.8% [15] Valuation and Investment Outlook - Estee Lauder has a forward P/E ratio of 43.8, above its one-year median, while e.l.f. Beauty's forward P/E ratio is 24.71, below its median [17] - Estee Lauder presents a more compelling risk-reward profile due to its operational turnaround and strong earnings growth outlook, while e.l.f. Beauty faces rising margin pressures [19] - Estee Lauder holds a Zacks Rank 2 (Buy), whereas e.l.f. Beauty has a Zacks Rank 3 (Hold) [20]

Group 1 - MAC Cosmetics' senior vice president and global general manager, Aïda Moudachirou-Rébois, is leaving her position, which she took on in 2024, amidst several executive changes at MAC and its parent company, Estée Lauder [1][2] - The makeup category at Estée Lauder experienced a 1 percent decline in reported earnings for the quarter ending September 30, with an operating loss of $15 million, despite new product launches and increased brand awareness from the "I Only Wear MAC" campaign [3] - MAC's decline in face products and overall retail softness contributed to a 5 percent drop in makeup sales, as noted in Estée Lauder's annual report [3] Group 2 - Lisa Sequino has been appointed as the president of Lauder's makeup brand cluster, overseeing MAC, Bobbi Brown, Too Faced, Smashbox, and Glamglow, with the latter three rumored to be for sale [4] - Glamglow has ceased its e-commerce operations in favor of selling through Amazon, indicating potential shifts in brand strategy [4]

Core Insights - Estee Lauder Companies Inc. is focusing on innovation to drive growth and reconnect with consumers in its beauty portfolio, demonstrating that new product launches can generate demand even in a mixed macro environment [2][10] Product Development and Innovation - The company is accelerating product development, exemplified by the launch of Fragrance Atelier in Paris, which utilizes AI to shorten development timelines significantly [3] - Fragrance has become Estee Lauder's strongest-performing category, growing by 13% in the first quarter of fiscal 2026, driven by new luxury brand launches [4] - Innovation is also evident in faster-growing subcategories like skin longevity and clinical solutions, with recent product launches addressing specific consumer concerns [5][10] Competitor Analysis - Coty Inc. is also leveraging innovation for category growth, focusing on fragrance with new product launches and expanding digital distribution [7] - e.l.f. Beauty is achieving growth through high-quality products at competitive prices, resulting in a market share gain and consistent net sales growth [8] Financial Performance and Valuation - Estee Lauder's shares have increased by 9.1% over the past month, outperforming the industry growth of 8.7% [9] - The company trades at a forward price-to-earnings ratio of 44.53X, higher than the industry average of 30.26X [12] - The Zacks Consensus Estimate for fiscal 2026 and 2027 earnings has increased to $2.17 and $2.96, respectively, over the past week [13]

Core Viewpoint - The Hardman Johnston Global Equity Strategy reported strong performance in global equity markets for Q4 2025, with a return of 2.91%, slightly below the MSCI AC World Net Index's gain of 3.29% [1] Group 1: Company Performance - The Estée Lauder Companies Inc. (NYSE:EL) was highlighted as a key contributor to performance within the Consumer Staples sector, showing a turnaround with strong fiscal Q1 2026 results [2][3] - The stock of The Estée Lauder Companies Inc. traded between $48.37 and $120.27 over the past 52 weeks, closing at $116.44 on January 27, 2026, with a market capitalization of $41.96 billion [2] - The Estée Lauder Companies Inc. reported a 3% year-over-year increase in net sales for Q3 2025, driven by double-digit growth in fragrance and modest growth in skincare [4] Group 2: Market Trends - The beauty sector is experiencing resilience, with both volume and value growth, and The Estée Lauder Companies Inc. is positioned well within this context, particularly benefiting from trends in luxury beauty [3] - The company has seen positive developments in key markets, including a successful 11/11 sales event in China, which accounts for 25% of its sales, and stabilization in the US market [3]