With a market cap of $38.5 billion. The Estée Lauder Companies Inc. (EL) is a global prestige beauty leader with a diversified portfolio spanning skincare, makeup, fragrance, and haircare. Founded in 1946 and headquarters in New York City, the company owns and manages a collection of iconic brands, including Estée Lauder, MAC, Clinique, La Mer, Bobbi Brown, and Jo Malone London, which are sold across department stores, specialty retailers, travel retail, and digital channels worldwide. Estée Lauder is se ...

Key Takeaways EL reported 3% organic net sales growth, with sharp regional differences by geography.EL's Asia/Pacific growth came from travel retail and easy comparisons, while China demand stayed subdued.EL saw a low-single-digit sales decline in North America, pressured by store closures and inventory issues.The Estee Lauder Companies Inc.’s ((EL) first-quarter fiscal 2026 results highlight a clear regional imbalance, raising questions about whether stabilization in North America can meaningfully offset p ...

Group 1 - Raymond James upgraded Estée Lauder from Market Perform to Strong Buy, setting a price target of $130, and identified the stock as one of its top picks for 2026 [1] - The firm indicated that Estée Lauder's turnaround has transitioned from a narrative phase to one focused on execution, with fiscal 2025 expected to mark the earnings trough [1] - Improving market share trends in the U.S. and category growth in China are anticipated to support faster and more consistent sales and profit growth moving forward [1] Group 2 - Travel Retail is expected to be less of a headwind, with a shift towards faster-growing retail channels and margin rebuilding supporting increased investment in sustainable growth drivers [2] - Continued cost savings from the company's Profit Recovery & Growth Plan are also expected to contribute to this sustainable growth [2] Group 3 - Raymond James raised its fiscal 2026 and 2027 EPS estimates to $2.23 and $3.05, respectively, which are above Bloomberg consensus forecasts of $2.16 and $2.93 [3] - The $130 price target implies a valuation of 37x calendar-year 2027 earnings, 18x EV/EBITDA, and 3.2x EV/sales [3]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about e.l.f. Beauty (ELF) .e.l.f. Beauty currently has an average brokerage reco ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Wells Fargo upgraded Hershey (HSY) to Equal Weight from Underweight with a price target of $182, up from $157. The firm says cocoa prices are down over 50% from the peak this time last year, which is a "welcome development" for Hershey.Goldman Sachs upgraded Coinbase (COIN) to Buy from Neutral with a price target ...

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Dive Brief: The assets of beauty brand Pat McGrath Labs are up for auction. Hilco Global’s IP Practice is seeking offers, the financial services firm announced Dec. 22. The firm is soliciting bids until Jan. 26 and will sell the brand’s assets on an as-is basis. It will host an auction via Zoom, with an option to appear in person, on Jan. 27. The financial firm ...

Core Insights - Amorepacific is participating in CES 2026, showcasing its innovative technologies in collaboration with Samsung Electronics [1] - The company is unveiling Skinsight™, an AI skin analysis and care solution recognized as a CES Innovation Award Honoree in the Beauty Tech category [2] Group 1: Product Innovations - Skinsight™ is a next-generation "electronic skin" platform co-developed with MIT, analyzing real-time skin-aging signals and providing personalized solutions [2] - The AI-powered skin analysis technology integrated into Samsung's "AI Beauty Mirror" assesses various skin conditions and recommends tailored skincare solutions based on a dataset of over 450,000 cases [3] - The skincare solutions include makeON's ONFACE LED Mask, which features 3,770 micro red LEDs, and Skin Light Therapy 3S, designed for daily use to improve skin condition [3] Group 2: Strategic Vision - Amorepacific aims to lead the global beauty and wellness industry by offering holistic longevity solutions and integrated beauty experiences [4]

Market Overview - S&P 500 futures are up as the market prepares for the first trading session of 2026, following a 16% gain in 2025, marking the third consecutive annual gain for the index [1] - The Dow and Nasdaq are also expected to open positively after strong performances in the previous year [1] Company Updates - Warren Buffett has officially passed the CEO role of Berkshire Hathaway to Greg Abel, with Buffett leading the company from 1964 to 2024, achieving a compound annual growth rate of 19.9%, approximately double that of the S&P 500 [2] - Argus raised Ulta Beauty's price target to $700 from $650, indicating a nearly 16% upside from 2025's closing price, while maintaining a buy rating [4] - Keefe Bruyette increased the price target for Capital One to $290 from $260, representing nearly a 20% upside from the previous close, while keeping a buy rating [5] - Vertiv shares surged nearly 5% premarket after Barclays upgraded the stock to a buy from hold and raised its price target to $200 from $181, citing substantial upside potential relative to consensus earnings estimates for 2026 and 2027 [8] - Raymond James resumed coverage of Apple with a hold rating and no price target, indicating limited upside due to the current valuation reflecting the company's strengths [9] - Shares of Taiwan Semi increased in premarket trading after receiving a one-year license from the U.S. to import chipmaking equipment into its China operations [10] Industry Insights - Casino revenue in Macao increased by 14.8% year-over-year in December, which is positive for U.S. casino operators with significant exposure to the region, including Wynn Resorts, LVS, and MGM [6] - The Financial Times reported that SpaceX, Anthropic, and OpenAI may consider going public this year, with potential proceeds exceeding those from approximately 200 IPOs in 2025, which would benefit Goldman Sachs' investment banking division [7]

华西证券（002926）发布研报称，林清轩(02657)主攻高端抗皱紧致赛道，创造性提出"以油养肤"理 念，看好其品牌价值释放、品类及渠道扩张、经营效率优化，叠加此次上市带来的资源加持，公司有望 在精华油领域的优势基础上，进一步强化在国货高端护肤市场的领先地位，持续打开市场空间。首次覆 盖，暂不评级。 华西证券主要观点如下： 高端国货护肤品领导者，开创"以油养肤"新赛道 2003年林清轩创立，初期主打草本手工皂，2014年推出首款山茶花润肤油，开创"以油养肤"赛道；2016 年正式转型为高端护肤品牌，公司目前已实现原料、研发、生产、销售的闭环运作，成为国货高端护肤 的代表品牌。2022-2024年公司营收CAGR达32.29%，2023年扭亏为盈后净利润维持高增，高毛利精华 油产品放量及规模效应释放推动收入和利润持续高增。 护肤市场：中国高端护肤前景广阔，精华油市场快速扩张 护肤品市场K型分化明显，大众市场增长缓慢，高端市场快速扩容且存在较大的渗透率提升空间；根据 灼识咨询数据，2024年中国高端护肤品市场规模达1144亿元，2019-2024年CAGR达8.84%，2024-2029年 CAGR预计为13. ...

作者 · 丛文蕾 编辑 · 童洁 图片来源 · 均来自品牌、项目官方 头图来源 · 香港海港城官方小红书 封面来源 · 长沙Parkson Beauty官方小红书 国产美妆品牌正纷纷加强线下布局。 "国货高端护肤品第一股"的林清轩招股书显示，2022-2024年，线下门店从366家增至506家；"国货彩妆 第一股"的毛戈平表示每年新增30家专柜门店，而在今年3月就已接近完成目标的一半；今年6月，彩妆 品牌花西子上海首店暨全国首家购物中心店在港汇恒隆广场亮相...... 线上流量红利见顶，国货美妆品牌加速向线下渗透。线下门店不仅可以提升市场份额，还是展示品牌形 象、传达品牌理念的重要窗口；并且品牌通过提供个性化的客户服务，还能增强消费者对品牌的信任度 与黏性。 然而，开线下店也意味着成本增加，供应链管理难度加大，以及需要更敏锐的消费洞察等挑战。不久 前，万宁mannings宣布关闭中国内地所有门店、美妆集合店名媛名妆面临破产重组的风险，都反映了美 妆线下店是一场华丽冒险。 01. 国货美妆再闯线下 扎堆中高端商场 国产美妆品牌已步入红海竞争阶段，品牌竞争逻辑从价格转向品牌价值构建。一方面，品牌们大打功效 成分， ...