Financial Performance - Estée Lauder shares are down in early trading [1] - The cosmetics company posted a wider-than-forecast quarterly loss [1] - The company has a disappointing outlook for the upcoming year [1]

Market Overview - The Nasdaq, S&P 500, and Russell 2000 are experiencing selling pressure, while the Dow is slightly positive, up 10 points (+0.02%) [1] Earnings Reports - Target (TGT) reported Q2 earnings of $2.05 per share on revenues of $25.21 billion, missing expectations by 4 cents, with revenues up 1.2% year-over-year [2] - Target announced the replacement of CEO Brian Cornell with Michael Fiddelke, effective February next year, leading to a pre-market drop of over 10% in TGT shares, compounding a year-to-date decline of 22% [3] - TJX Companies (TJX) reported earnings of $1.10 per share, beating expectations by 8.9%, with revenues of $14.4 billion exceeding consensus by 2.33%, resulting in a 4% increase in shares [4] - Lowe's (LOW) reported Q2 earnings of $4.33 per share, beating estimates by 10 cents, with revenues of $23.96 billion, a slight miss of 0.01%, and shares up 2.8% in pre-market trading [5] - Estee Lauder (EL) posted earnings of $0.09 per share, a one-penny beat, with revenues of $3.41 billion, a modest beat of 0.27%, but shares fell 5% due to disappointing outlook [6] Economic Events - The World Economic Symposium at Jackson Hole, Wyoming, begins today, featuring speeches from Fed officials, including Chris Waller and Raphael Bostic [7] - Fed Chair Jerome Powell is expected to deliver a speech on Friday, with analysts anticipating a neutral outlook on interest rates, currently at 4.25-4.50% [8]

Coty Inc. COTY will release financial results for the fourth quarter after the closing bell on Wednesday, Aug. 20. Analysts expect the New York-based company to report quarterly earnings at 2 cents per share, versus a year-ago loss of 3 cents per share. Coty projects to report quarterly revenue at $1.21 billion, compared to $1.36 billion a year earlier, according to data from Benzinga Pro. On May 6, Coty reported worse-than-expected third-quarter financial results and cut its FY25 adjusted EPS guidance. Let ...

Core Viewpoint - The Estée Lauder Companies Inc. has underperformed in the past year, with a 7% decline in share value, missing out on a broader equity market rally due to weaknesses in Asia and slow recovery [1] Company Performance - The company's shares have lost 7% of their value over the past year [1] - The underperformance is attributed to weak market conditions in Asia and a slow recovery overall [1] Market Context - The Estée Lauder Companies Inc. has not participated in the recent equity market rally, indicating potential challenges in its market positioning [1]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive adopts technology enthusiastically, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

分组1 - Estee Lauder reported quarterly earnings of $0.09 per share, exceeding the Zacks Consensus Estimate of $0.08 per share, compared to $0.64 per share a year ago, representing an earnings surprise of +12.50% [1] - The company posted revenues of $3.41 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.27%, but down from $3.87 billion year-over-year [2] - Estee Lauder has outperformed the S&P 500, with shares increasing about 19.9% since the beginning of the year, compared to the S&P 500's gain of 9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $3.33 billion, and for the current fiscal year, it is $2.13 on revenues of $14.61 billion [7] - The Zacks Industry Rank indicates that the Cosmetics industry is currently in the bottom 24% of over 250 Zacks industries, which may impact stock performance [8]

随着电商市场的蓬勃发展，线上美妆产品销售呈现出快速增长的态势。然而，乱价现象也随之而来，给品牌商和商家带来了诸 多困扰。控价维权不仅有助于维护市场秩序，还能保护品牌商和商家的利益。那么，线上美妆产品为什么需要做控价维权呢？ 1、保护品牌形象：美妆产品品牌通常注重品牌形象和市场定位。乱价行为会损害品牌形象，导致消费者对品牌的信任度下 降。通过控价维权，可以维护品牌的高端形象和市场定位。 2、维护市场秩序：乱价行为会导致市场混乱，影响消费者的购物体验。通过控价维权，可以规范市场秩序，为消费者提供一 个更加透明、公平的购物环境。 3、保障商家利益：乱价行为不仅损害品牌商的利益，也会影响正规商家的利润。通过控价维权，可以保障商家的合理利润， 维护商家的合法权益。 品牌控价这块上百度搜: 信羊控价 一、控价维权方法 1、建立价格监测系统：通过信羊卫士监控软件实时监控线上美妆产品的价格动态，及时发现价格异常波动。一旦发现乱价行 为，立即采取措施进行处理。 2、加强与电商平台合作：与各大电商平台建立紧密的合作关系，确保平台能够支持和配合控价工作。通过平台的规则和机 制，对违规商家进行处罚。 3、法律手段维权：在发现侵权行为 ...

Core Viewpoint - The article discusses the advancements in peptide-based anti-aging cosmetics, highlighting OLAY's innovative approach with its fifth-generation "Super Red Bottle," which aims to redefine skin structure and address aging effectively through a comprehensive understanding of protein homeostasis and peptide technology [3][4][18]. Group 1: OLAY's Innovations - OLAY's fifth-generation "Super Red Bottle" has undergone significant upgrades, incorporating a "three-step protein network reconstruction" technology that enhances skin firmness and elasticity [8][12]. - The product features a "7-weight champion peptide combination" that boosts collagen synthesis by 212%, elastin by 436%, and basement membrane proteins by 148% within 7 hours [12]. - The introduction of "superconducting botulinum peptides" technology enhances penetration by 134%, providing superior efficacy compared to traditional formulations [14][18]. Group 2: Market Position and Recognition - OLAY has received multiple authoritative certifications, including the first 3D efficacy verification for skincare products, establishing its leadership in peptide anti-aging research [26][27]. - The brand's 50 years of expertise in peptide research has been recognized through the publication of a white paper in collaboration with the China Fragrance and Flavor Industry Association, further solidifying its position in the industry [23][30]. - The product's efficacy has been validated through rigorous testing, including a unique experiment involving weights to measure facial contour changes, demonstrating its effectiveness in combating sagging skin [35][33]. Group 3: Industry Challenges and Trends - The peptide anti-aging market faces challenges due to the complexity and variety of peptide types, leading to a lack of market clarity and increased competition [6][7]. - Despite rapid innovation in peptide technology driven by AI and synthetic biology, many products remain focused on basic protein regeneration, resulting in significant market homogenization [20][22]. - OLAY's approach to redefining anti-aging strategies by focusing on structural issues rather than just protein production represents a significant shift in the industry [22][23].

Investment Recommendations - Lansburg Bennett Private Wealth Management anticipates holding Palo Alto Networks for another 5-7 years, considering it a long-term winner [5] - The firm expresses interest in Viking Holdings, anticipating a 32% year-over-year earnings increase, but prefers a pullback before buying [7] - The firm is not going to own Estee Lauder due to concerns about earnings and revenue growth [9] Industry Dynamics - Cybersecurity is a continuously advancing field, driven by AI advancements [3] - Viking Holdings effectively markets itself to higher-end, adult-only consumers, offering smaller, bespoke experiences [6] - Estee Lauder faces significant competition in the cosmetics industry, impacting earnings and revenue growth [8][9] Company Performance Expectations - Palo Alto Networks' EPS is expected to be up 16% year-over-year [5] - Viking Holdings' earnings are expected to be up 32% year-over-year [7] - Estee Lauder's earnings are expected to be down 85% year-over-year, potentially marking the bottom [9]

Core Insights - Estée Lauder Companies is set to report earnings on August 20, 2025, with a consensus expectation of earnings per share at $0.09 and sales of $3.4 billion, a decline from $0.64 per share and $3.87 billion in the same quarter last year [4] Historical Stock Performance - Over the past five years, Estée Lauder's stock has shown a pattern of negative one-day returns post-earnings, with 70% of instances resulting in a decline, a median drop of -7.3%, and the largest single-day drop being -20.9% [3][7] - In the last five years, there have been 20 recorded earnings data points, with only 6 positive one-day returns, indicating a 30% occurrence rate of positive returns, which drops to 9.1% in the last three years [7] Financial Performance - The company has a market capitalization of $33 billion and generated $15 billion in revenue over the last twelve months, with $1.3 billion in operating profits, but reported a net loss of $871 million during the same period [5] Trading Strategies - Traders may consider pre-earnings positioning based on historical odds and evaluate immediate post-earnings reactions to inform medium-term trading decisions [6][8] - A lower-risk approach involves assessing the correlation between short-term and medium-term returns around earnings, allowing traders to structure trades based on the strongest correlations observed [8]