Core Viewpoint - Estee Lauder Cos. is expected to experience a rebound sooner than anticipated, driven by strengthening trends in the U.S. and China, along with a renewed focus on new products [1] Group 1: Market Trends - Trends in the U.S. and China are firming up, indicating a positive shift for the cosmetics industry [1] - The company's strategic emphasis on new product offerings is likely to enhance its market position [1] Group 2: Analyst Insights - Goldman Sachs analysts have expressed optimism regarding Estee Lauder's recovery trajectory, suggesting that the rebound may occur earlier than previously thought [1]