Core Insights - Coty's upcoming quarterly earnings report is projected to show earnings of $0.01 per share, reflecting a significant increase of 133.3% year-over-year, despite an anticipated revenue decline of 11.7% to $1.2 billion [1] Earnings Projections - There has been an 8.6% upward revision in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their forecasts [2] - Changes in earnings projections are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts estimate 'Net Revenues- Prestige' to be $721.85 million, representing a year-over-year decline of 10.1% [5] - The 'Net Revenues- Consumer Beauty' is projected at $477.45 million, indicating a year-over-year decrease of 14.8% [5] Operating Income Estimates - The consensus for 'Adjusted Operating Income (Loss)- Prestige' is $76.95 million, down from $87.80 million reported in the same quarter last year [5] - For 'Adjusted Operating Income (Loss)- Consumer Beauty', analysts predict a loss of -$1.36 million, a significant drop from the $20.20 million reported in the previous year [6] Stock Performance - Coty shares have increased by 1% over the past month, compared to a 3.3% rise in the Zacks S&P 500 composite [6] - With a Zacks Rank of 3 (Hold), Coty is expected to closely follow overall market performance in the near term [6]

Core View - United-Guardian's second-quarter 2025 results indicate a challenging sales environment, particularly in the cosmetic ingredient segment, while showing resilience in pharmaceuticals and medical lubricants [11] Financial Performance - For Q2 2025, net sales were $2.84 million, a decrease of 16.3% from $3.39 million in Q2 2024 [2] - Net income fell 34.5% year-over-year to $626,826, or 14 cents per share, down from $956,225, or 21 cents per share [2] - On a six-month basis, net sales declined 20% to $5.32 million from $6.65 million, and net income slid 36.9% to $1.19 million, or 26 cents per share, from $1.88 million, or 41 cents per share [2] Cost and Expenses - Cost of sales as a percentage of net sales increased to 47% in Q2 2025 from 46% in the previous year [3] - Operating expenses rose 15.1% to $694,050, driven by higher marketing and selling costs [3] - Research and development expenses decreased slightly by 3.4% to $107,868 [3] Sales Performance by Product Category - Pharmaceuticals sales grew 11%, and medical lubricants rose 12% in the first half of 2025 [4] - Cosmetic ingredient sales dropped significantly due to reduced orders from the largest distributor, Ashland Specialty Ingredients, attributed to inventory overstock and softer demand in Asia [4] Management Insights - Management expressed optimism about resolving ASI's inventory issue to restore growth in the cosmetic segment [5] - The company is pursuing a strategic initiative to expand Renacidin's inclusion in drug formularies, which is expected to boost sales in the coming years [5] Factors Influencing Revenue - The year-over-year revenue decline was primarily due to weakness in cosmetic ingredient sales, which outweighed gains in pharmaceuticals and medical lubricants [6] - Higher marketing and selling costs contributed to rising operating expenses, impacting margins alongside the lower sales base [6] Future Outlook - Management anticipates a rebound in cosmetic ingredient sales in the second half of the year, contingent on resolving ASI's inventory overhang [8] - Long-term growth prospects may be supported by the expansion of Renacidin's formulary inclusion, dependent on successful execution of current initiatives [8] Other Developments - No acquisitions, divestitures, or major restructuring activities were disclosed in the quarter [10] - The company's dividend policy remained intact, reflecting continued capital return to shareholders despite profit pressures [10] - Management reaffirmed that its cash position and working capital are sufficient to meet operational needs and support strategic projects over the next 12 months [10]

Core Viewpoint - E.L.F. Cosmetics faces backlash for featuring controversial comedian Matt Rife in its latest advertisement, which aims to promote beauty justice while defending against overpriced beauty products [1][4][7]. Group 1: Advertisement Details - The new ad, released on August 11, features drag queen Heidi N Closet as "e.l.f.ino" and comedian Matt Rife as "schmarnes" [1][2]. - The advertisement is part of a legal-themed campaign that builds on a previous Superbowl 2024 campaign [1][2]. Group 2: Company Statement - Kory Marchisotto, Chief Marketing Officer of e.l.f. Beauty, emphasized the brand's commitment to making beauty accessible and standing with the community for beauty justice [2][4]. - The company promotes "high quality beauty without compromise" in its messaging [4]. Group 3: Public Reaction - Many consumers expressed disappointment over Rife's inclusion due to his past controversial joke about domestic violence in his 2023 Netflix special [4][5]. - Social media users criticized the brand for not choosing a comedian who aligns better with positive values and for potentially disrespecting women [7][9][12]. - Some customers stated they would no longer support E.L.F. Cosmetics due to this decision, highlighting a disconnect between the brand and its audience [11][13].

Core Insights - Estee Lauder (EL) is anticipated to report a year-over-year decline in earnings and revenues for the quarter ended June 2025, with earnings expected at $0.08 per share, reflecting an 87.5% decrease, and revenues projected at $3.4 billion, down 12.2% from the previous year [1][3][18]. Earnings Estimates and Revisions - The consensus EPS estimate has been revised 3.45% higher in the last 30 days, indicating a reassessment by analysts [4][19]. - The Most Accurate Estimate is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +53.86%, suggesting a strong likelihood of beating the consensus EPS estimate [12][19]. Historical Performance - Estee Lauder has consistently beaten consensus EPS estimates in the last four quarters, with a notable surprise of +124.14% in the last reported quarter [13][14]. Market Expectations - The upcoming earnings report is set to be released on August 20, and the stock may experience significant movement based on whether the actual results exceed or fall short of expectations [2][19]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a favorable outlook for Estee Lauder's performance in the upcoming earnings report [12][19].

Group 1 - Estee Lauder (EL) has reached a key level of support and recently crossed above the 20-day moving average, indicating a short-term bullish trend [1][2] - Over the past four weeks, EL shares have increased by 6.5%, and the company holds a Zacks Rank 3 (Hold), suggesting potential for continued growth [4] - Positive earnings estimate revisions have been noted, with no estimates lowered in the past two months and four raised estimates for the current fiscal year, leading to an increase in the consensus estimate [4] Group 2 - The 20-day simple moving average is a popular trading tool that helps smooth out short-term price trends and indicates trend reversals [2] - Investors are encouraged to consider adding EL to their watchlist due to the significant technical indicator and positive earnings estimate revisions [5]

Summary of Mao Geping Cosmetics Co. (1318.HK) Conference Call Company Overview - **Company**: Mao Geping Cosmetics Co. (1318.HK) - **Market Cap**: HK$48.1 billion / $6.1 billion - **Current Price**: HK$98.15 - **12-Month Price Target**: HK$86.00, indicating a downside of 12.4% [9] Key Financial Highlights - **1H25 Profit Alert**: - **Net Income (NI)**: Expected to be between RMB665-675 million, representing a year-over-year increase of 35-37%, with a midpoint of RMB670 million, up 36% year-over-year, aligning with Goldman Sachs estimates of RMB666 million [1] - **Sales**: Expected to be between RMB2,570-2,600 million, reflecting a year-over-year growth of 30-32%, which is weaker than Goldman Sachs' estimate of RMB2,647 million at 34% year-over-year growth [1] - **Net Profit Margin (NPM)**: Expected to expand by 0.9-1.0 percentage points to 25.9%-26.0%, above Goldman Sachs' estimate of 25.1% [1] Market Concerns - **Sales Performance**: The weaker sales in 1H25 may indicate slower than expected growth in the skincare segment, which could impact the company's structural upside, as the color makeup business has limited growth potential [2] - **Brand Recognition**: Despite concerns, the market acknowledges MGP's niche brand premium, evidenced by better-than-expected NPM and healthy offline growth estimated at over 20% due to accelerated store expansion in high-end commercial districts in Tier 1 cities [2] Focus Areas for Upcoming Results - **Sales and Margin Details**: Breakdown of sales growth by skincare and color cosmetics, as well as online versus offline performance [3] - **2025 Outlook**: Expectations for the full year 2025 [3] - **Double 11 Strategies**: Plans regarding discounts, product offerings, channels, and KOL collaborations [3] - **Skincare Strategy**: Expansion plans for the skincare category and online channels [3] - **Fragrance Line Performance**: Updates on the performance of the fragrance line and new product pipelines [3] Investment Rating - **Current Rating**: Neutral [4] Valuation Methodology - **Target Price Methodology**: Based on a 25x 2027E PE, discounted back to mid-2026E at an 8.9% cost of equity [5] Risks and Considerations - **Key Risks**: - Variability in beauty consumption penetration in China - Online penetration rates - Development of new star SKUs, particularly in skincare - ROI on expanding consumer base into higher-tier markets and online channels - Key person risk [8] Financial Projections - **Revenue Forecasts**: - 2024: RMB3,884.7 million - 2025E: RMB5,136.9 million - 2026E: RMB6,524.6 million - 2027E: RMB7,925.4 million [9] Conclusion Mao Geping Cosmetics Co. is facing challenges with weaker sales in the first half of 2025, raising concerns about growth in the skincare segment. However, the company maintains a strong net profit margin and brand recognition. The upcoming results will be critical in assessing the company's strategies and outlook for the remainder of the year.

The 5 Best Beauty Subscription Boxes, Vetted By Our Beauty Editorshttps://t.co/d1ki9bagMw https://t.co/oLjW3vbt4p ...

Recurring theme from retailers that have reported thus far. Some have raised prices because of it, including ELF last week. The National Retail Federation warning last week that the direct result of tariffs will be higher prices and fewer capital expenditures.But my next guest is staying positive into earnings. Joining me now is Chris Horver, retail analyst at JP Morgan. Chris, it's great to have you on the show.And let's start right there. What what is sparking the positivity. Well, it's a little bit of wh ...

elf Beauty Gains as Morgan Stanley Upgrades on Low Estimates. Hear about the day's winners and losers on Wall Street with the Bloomberg Stock Movers report https://t.co/kfMuqyEq9e ...

Core Viewpoint - The article emphasizes the potential investment opportunity in e.l.f. Beauty (NYSE: ELF), highlighting its status as a premium fast-growing company and suggesting that current market conditions present an excellent buying opportunity [1]. Investment Strategy - The investment approach is value-oriented, focusing on acquiring growth stocks that are reasonably valued, aligning with the philosophy of buying wonderful companies at fair prices [1]. - The portfolio is concentrated in 12 to 15 stocks, allowing for in-depth knowledge and strategic trading based on market conditions [1]. Portfolio Performance - The portfolio has shown significant returns over the years, with a total return of 4,114% since inception in 2016, and an internal rate of return (IRR) of 51.54% per year [1]. - Yearly performance highlights include: - 2016: 1.28% return vs. NASDAQ 7.50% - 2017: 49.40% return vs. NASDAQ 28.23% - 2018: 84.91% return vs. NASDAQ -3.88% - 2019: -1.08% return vs. NASDAQ 35.23% - 2020: 173.62% return vs. NASDAQ 43.63% - 2021: 37.84% return vs. NASDAQ 21.40% - 2022: 20.93% return vs. NASDAQ -33.10% - 2023: 87.60% return vs. NASDAQ 43.42% - 2024: 77.98% return vs. NASDAQ 29.83% [1].