Starbucks - Starbucks reported a mixed earnings report, with shares down 2% in pre-market trading despite achieving its first same-store sales gain in nearly two years, up 1% globally, driven by new protein drinks and improved morning staffing [2][3] - U.S. sales remained flat, while international sales increased by 3%, reflecting a 2% increase in China [2] - Revenue reached $9.57 billion, surpassing expectations of $9.33 billion, but adjusted EPS fell short at 52 cents compared to the expected 55 cents [3] - The CEO described the results as a turning point in Starbucks' multi-year turnaround, but the lack of a full outlook raised concerns among investors, with guidance expected in January [3][4] Eli Lilly - Eli Lilly experienced strong performance driven by its weight loss and diabetes drugs, with adjusted EPS at $7.02, beating expectations of $6.02 [4] - Revenue was reported at $17.6 billion, exceeding the anticipated figure of over $16 billion, and the company raised its full-year guidance to between $63 billion and $63.5 billion, up from a previous forecast of $60 to $62 billion [5][6] - Mjaro revenue more than doubled to over $6.5 billion, while Zetbound revenue almost tripled to over $3.12 billion, indicating strong demand for GLP-1 drugs [5][6] - Eli Lilly is also developing a new weight loss pill, which could potentially be a game changer in the market [7] Estee Lauder - Estee Lauder reported a return to profitability, beating expectations on both revenue and adjusted EPS, with revenue at $3.4 billion and adjusted EPS at 32 cents [8][10] - The company reaffirmed its full-year sales outlook and emphasized that fiscal year 2026 will be pivotal for restoring growth and expanding margins after four years of compression [9][10] - Growth was driven by skincare, which increased by 3%, and fragrance, which saw a significant rise of 14%, while makeup and hair care experienced declines of 1% and 7%, respectively [10][11] - Estee Lauder regained market share in China and the broader Asia-Pacific region, indicating a recovery in those markets [11]

Core Viewpoint - The Federal Reserve's recent decision to cut interest rates by 25 basis points was anticipated, but the strong indication that December's meeting may not result in further cuts surprised market participants [2][3]. Group 1: Federal Reserve's Decision and Market Reaction - The Fed's decision to cut rates was expected, but the emphasis on not considering a December meeting for further cuts caught the market off guard [2][3]. - There was dissent among policymakers, with some advocating for a larger cut while others preferred no changes at all, indicating a divided stance within the Fed [4][5]. - The current environment suggests that more dissenting opinions may emerge in the upcoming months as the Fed navigates its policy decisions [5]. Group 2: Economic Indicators and Labor Market - The job market is showing signs of weakness, and the Fed is operating with limited data, lacking the monthly payrolls report, which complicates their decision-making [7]. - Recent CPI data indicated a cooler inflation rate, primarily due to falling shelter prices, but the Fed's control over inflation is limited, particularly regarding food and electricity prices [11]. Group 3: Leadership and Future Implications - Discussions are ongoing regarding the next Fed chair, with five potential candidates differing significantly in their monetary policy views, which could lead to market volatility as a decision approaches [12][13]. - The Treasury Secretary has indicated a desire to make a decision by Thanksgiving, but the Senate's deliberation time is limited, potentially extending into the new year [12].

Core Insights - Estee Lauder exceeded Wall Street expectations for Q1 sales and profit, driven by strong demand for Le Labo and Tom Ford fragrances, alongside a recovery in China [1][4] - The company's shares rose approximately 7% in premarket trading following the announcement [1] Group 1: Financial Performance - Estee Lauder reported quarterly sales of $3.48 billion, surpassing analysts' estimates of $3.38 billion [4] - The adjusted profit for the quarter ending September 30 was 32 cents per share, significantly above the estimated 18 cents per share [4] - Organic net sales increased by 3% after a decline of 5% in the previous year [3] Group 2: Strategic Initiatives - Under CEO Stephane de La Faverie, the company has focused on luxury product launches, supply chain optimization, and enhanced marketing efforts to revive sales [2] - The company is shifting production closer to key markets to adapt to changing trade policies that have impacted the retail industry [2] Group 3: Market Trends - The fragrance category experienced a notable organic sales growth of 13% in the latest quarter [3] - Sales in China and the Asia Pacific regions rose by 9%, indicating a positive trend in these markets [3] - Analysts suggest that the worst of the luxury slump in China may be over, positioning the company for long-term growth [4]

Estee Lauder (EL) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +100.00%. A quarter ago, it was expected that this beauty products company would post earnings of $0.08 per share when it actually produced earnings of $0.09, delivering a surprise of +12.5%.Over the last four quarters, ...

Estee Lauder swung to a fiscal first-quarter profit and reiterated its sales-growth projections for the fiscal year as the cosmetics giant regained market share in the key Chinese market. ...

Core Insights - The Estée Lauder Companies reported improved financial results, with net sales increasing by 4% to $3.5 billion in the first quarter ended September 30, surpassing estimates of $3.38 billion [2] - Net earnings rose to $47 million, a significant recovery from a loss of $156 million in the previous year, with adjusted diluted net earnings per share increasing to 32 cents, exceeding analysts' expectations of 18 cents [3] Financial Performance - Organic net sales grew by 3%, indicating a return to growth after a challenging previous year [2] - The company has implemented a restructuring program, resulting in cumulative charges of $852 million and a net reduction of over 4,000 positions [4] Strategic Initiatives - The Beauty Reimagined strategy aims to restore organic sales growth and improve profitability, with a focus on gaining market share in key areas [4] - Despite positive quarterly results, the company maintained its full-year outlook, forecasting sales growth between flat and 3% for fiscal 2026 [5][6] Market Performance - Skin care net sales increased by 3%, driven by La Mer and Estée Lauder, particularly in Asia travel retail [8] - Fragrance sales rose by 13%, while makeup and hair care sales declined by 2% and 7%, respectively [8] Regional Insights - The company experienced a 9% sales growth in mainland China, outperforming the market, while North America faced challenges with a low-single-digit decline [10] - The launch of MAC Cosmetics at Sephora in early 2026 is part of the company's strategy to diversify its retail offerings in the U.S. [11] E-commerce Expansion - The company is expanding its presence on Amazon, recently launching in Mexico, which is identified as a key growth market [12]

Core Insights - Estee Lauder exceeded Wall Street expectations for first-quarter sales, indicating that CEO Stephane de La Faverie's turnaround strategy is starting to take effect, resulting in a share price increase of approximately 6% [1] Financial Performance - The company reported first-quarter sales that surpassed analyst forecasts, suggesting a positive trend in revenue generation [1] Leadership Impact - CEO Stephane de La Faverie's efforts to revitalize the company are showing early signs of success, as reflected in the improved sales figures [1]

Core Viewpoint - The article discusses effective skincare products for fading dark spots and achieving a brighter complexion during the autumn and winter seasons, highlighting three specific products as solutions for various skin concerns related to pigmentation and uneven skin tone [2][4][11]. Group 1: Product Recommendations - **Product One: Gu Yu Spot Fading Serum** This product is positioned as a benchmark for domestic brands, effectively targeting dark spots and repairing the skin barrier. It is suitable for light mature skin, sensitive skin, and oily skin, providing significant improvements without irritation [4][5]. - **Product Two: Estée Lauder Radiant Essence** This serum utilizes "anti-gravity photon technology" and proprietary probiotics to enhance skin luminosity. Its lightweight texture makes it ideal for makeup application, providing a smooth base and natural glow [7]. - **Product Three: Helena Rubinstein Laser Spot Fading Serum** This serum incorporates medical-grade "laser targeting technology" to deliver active ingredients for deep pigmentation issues. It promotes skin health and even tone without immediate irritation, requiring strict sun protection to prevent rebound darkening [10]. Group 2: Key Ingredients and Technologies - **Gu Yu Spot Fading Serum** Features unique ingredients like Aurora Licorice, which significantly reduces melanin content by 86.62% within 72 hours, and a 28-nanometer encapsulation technology that enhances transdermal absorption by 3.4 times [5]. - **Estée Lauder Radiant Essence** Combines light-reflecting properties with probiotic technology to balance skin microbiota, enhancing pigment metabolism and overall skin brightness [7]. - **Helena Rubinstein Laser Spot Fading Serum** Focuses on deep skin repair and even tone through a combination of luxurious textures and active ingredients, promoting a gradual improvement in skin quality [10]. Group 3: Target Audience and Usage - **Gu Yu Spot Fading Serum** Ideal for individuals struggling with dark spots, those needing barrier repair, and people experiencing dullness due to lifestyle factors like late nights [4][5]. - **Estée Lauder Radiant Essence** Suitable for those looking to improve post-sun exposure dullness and enhance makeup application with a luminous finish [7]. - **Helena Rubinstein Laser Spot Fading Serum** Best for individuals with deep pigmentation concerns who prefer a gentle, long-term approach to skin improvement [10].

Should K-beauty products have to come from South Korea? https://t.co/ar5swmAaLb ...

PROYA COSMETICS CO., LTD. 珀萊雅化妝品股份有限公司 (A joint stock company incorporated in the People's Republic of China with limited liability) The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this announcement, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this announcement. 1 (a) The pub ...