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Michael Burry Saw It Before Anyone Else — Then Estée Lauder's Story Took A Dramatic Turn
Benzinga· 2025-06-17 22:29
Estée Lauder Companies, Inc. EL stock has climbed steadily over the past three months and jumped more than 10% on Monday following the death of Leonard Lauder, a longtime executive and son of founder Estée Lauder. Estée Lauder is Michael Burry's only current long position. Here's what to know: The Details: According to its most recent SEC filing, Burry’s hedge fund Scion Asset Management doubled its stake in Estée Lauder in the first quarter of 2025. Read Next: Sunrun, First Solar Plunge—Solar Stocks Hit Ha ...
Stock Of The Day: Will Estee Lauder Fill The Gap?
Benzinga· 2025-06-17 19:42
The stock of The Estée Lauder Companies Inc. EL is consolidating Tuesday. This comes after the shares gained more than 10% on Monday. The move higher ended when they slammed into resistance around $74.75.Estee Lauder is our Stock of the Day. It isn't a coincidence yesterday's rally ended where it did, and the shares may be about to fill a gap.Some analysts believe the market follows a “random walk.” They believe that it is impossible to time the market.These analysts are wrong.If the market followed a rando ...
Disclosure of total number of voting rights and number of shares in the capital at May 31, 2025
Globenewswire· 2025-06-17 15:39
French limited company (Société anonyme) with registered capital of 106,863,072.80 eurosRegistered office: 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisLegal Entity Identifier: 529900JI1GG6F7RKVI53 Pursuant to article L-233-8 II of the French “Code de Commerce” and 223-16 of the AMF's General Regulations: Total number of shares 534,315,364 Number of real voting rights (excluding treasury shares) 533,389,340 Theoretical number of voting rights (including treasury shares*)(*) pursuant to article 22 ...
40亿级国货美妆集团,进军功效护肤赛道!
FBeauty未来迹· 2025-06-17 15:18
今日(6月1 7日),橘宜集团宣布,已正式与皮肤学级科学护肤品牌百植萃签署收购协议。 此次收购,不仅是橘宜集团进军科学护肤赛道的关键落子,更是其从"彩妆头部玩家"向多元 化、多品类美妆集团加速转型的里程碑事件。 首先可以肯定的是,橘宜集团的眼光很不错。 公开资料显示,百植萃创立于2 0 1 2年,以"医研同行,科学护肤"为核心理念,致力于为问题 肌、敏感肌人群提供安全、有效的护肤解决方案。经过十余年发展,品牌已在产品研发与市场 布局层面形成较为完善的布局,构建起医学赋能的差异化竞争优势。 据了解,百植萃由知名皮肤科专家李远宏主导产品研发。她是中国医科大学皮肤性病学博士, 拥有法国弗朗士-孔泰大学皮肤生物工程学进修背景,目前担任多个国际皮肤科学组织重要职 务,并拥有二十余年公立医院临床经验。常年扎根于一线,她对中国消费者在敏感肌、问题肌 等方面的真实痛点有深刻理解。 从产品端看,百植萃的产品线覆盖了舒缓肌肤、屏障修护、清痘控油、抗氧亮肤、紧致抗皱等 细分领域,精准匹配不同肤质需求。其中,专为敏感肌打造的爆品"小绿瓶"系列销量超8 0 0万 瓶,其舒缓淡红的产品功效深受市场端认可。 据了解,本次收购完成后,李远宏 ...
The only stock in Michael Burry's portfolio just climbed 10%
Finbold· 2025-06-17 08:48
Michael Burry, the hedge fund manager famously portrayed in The Big Short, has been anything but conventional in 2025. Last quarter, he liquidated nearly his entire portfolio, keeping just one stock: Estée Lauder Companies Inc.(NYSE: EL).That conviction appears to be paying off. On Monday, Estée Lauder shares closed at $74.59, up $7.28 or 10.82% on the day, following the news of Leonard Lauder’s death at age 92, the son of founder Estée Lauder and longtime face of the company’s global expansion.Estée Lauder ...
“贵妇”们为什么不买赫莲娜和海蓝之谜了?
创业邦· 2025-06-14 03:07
以下文章来源于剁椒Spicy ,作者剁椒团队 剁椒Spicy . 专注于电商、营销、流量生态,以及消费者洞察的全新商业自媒体 来源丨 剁椒Spciy (ID:ylwanjia) 作者丨郭吉安 图源丨Midjourney "赫莲娜最终拒绝发货,这么大品牌这么小气的吗?" "海蓝之谜怎么回事?618大促包装这么简陋的吗?Logo没有包装盒也没有?" 今年的618美妆激战中,顶奢类护肤品赫莲娜、海蓝之谜前后脚陷入了口碑争议。前者因官方旗舰店 的价格设置BUG直接出现了王牌品黑绷带半价情况,而后官旗选择自动取消订单并给予红包赔偿;后 者因不额外备注便默认用环保装发货包装,导致过于简陋、品控粗糙,而被不少用户质疑"失去品牌 最重要的仪式感"。 …… 据天猫和抖音最新发布的618榜单显示,两者在618一阶段销售榜单中名列前茅,赫莲娜和海蓝之谜 在抖音抢先购排行榜中位列TOP1和TOP4,在天猫一阶段榜单中排名第八和第六, 但爆发的大促业 绩却难以掩盖外资超高端美妆品牌面临的强劲口碑挑战。 "穷人"找平替、"富人"做医美 超高端美妆成了智商税? 高盛研 究曾将高端美妆的消费人群分为入门级用户、中端消费者和高价值人群,分别对 ...
Estee Lauder Launches on Amazon.ca to Expand Reach in Canada
ZACKS· 2025-06-13 16:26
Key Takeaways Estee Lauder launched its storefront on Amazon.ca to boost digital access for Canada's shoppers. The store offers top products like Advanced Night Repair and Double Wear Foundation. Move aligns with EL's strategy to grow reach and drive recovery through digital channels.Estee Lauder, the flagship brand of The Estee Lauder Companies Inc. (EL) , has officially launched its storefront on the Amazon.ca Premium Beauty Store. This move brings the brand’s high-performance skincare, makeup and fragr ...
彩妆界的蜜雪冰城,一年卖了25亿
3 6 Ke· 2025-06-11 11:18
当代女生新型焦虑:口红用得比纸巾还快。 上海白领翟欢正准备出门,却发现上个月刚买的橘朵唇粉霜已经见底,掏不出来了。翟欢忍不住调侃:"这简直是'月抛型彩妆',比我换美瞳还快。" 之所以选择橘朵是因为近些年橘朵成了彩妆圈的"网红"。在小红书,#橘朵 词条浏览量达2.5亿。因很多产品价格优惠后约等于一杯奶茶钱,橘朵也有 了"国民彩妆"的称号。 映射到业绩,橘朵近些年销量一路狂飙,2022年全年销售额突破10亿,2024年飙升至25亿。25亿什么概念?名气更大的毛戈平的彩妆品类,2024年营收为 23.04亿元。 卖得是真好,吐槽声也不少,社交网络上不乏像翟欢一样对于橘朵产品"消耗快"的吐槽。有博主测评橘朵的当家产品唇粉霜,直言量少,获得超4万点 赞。 所以,橘朵为什么一边被吐槽,一边还卖爆了? 图源:微博@Judydoll橘朵 彩妆界的"快时尚" 橘朵能火起来,其打法像极了ZARA、H&M这类快时尚品牌。 首先是上新快。 在橘朵官方微博,仅刚刚过去的5月,就上线了唇粉霜、持妆气垫、腮红等产品的10余款新色号,约隔一两周就有新品。 在唇妆领域,哑光、雾面、御姐风已经是过去时,水润、饱满、轻透才是Y2K元气妆容的精髓。 ...
L'Oréal Taps Nvidia Tech to Supercharge Its AI Efforts
WSJ· 2025-06-11 08:30
The French beauty giant and its partner ecosystem will use Nvidia's AI Enterprise platform, a suite of microservices that will help manage its AI applications, making them faster, more accurate and more secure, said L'Oréal Chief Marketing Officer Asmita Dubey . L'Oréal products in a Beijing department store. Photo: florence lo/Reuters L'Oréal on Wednesday announced a collaboration with Nvidia to scale its artificial intelligence efforts in areas like AI-generated ads and product recommendations. ...
截至5月31日的NielsenIQ数据-美国化妆品销售额在最近两周内呈积极变化
Goldman Sachs· 2025-06-11 02:50
10 June 2025 | 12:43PM EDT Americas Consumer Products NielsenIQ data thru 5/31 - US Cosmetics sales inflect positively in latest 2-wk period Our View - US cosmetics & nails sales in Nielsen (incl Amazon 1P) grew +0.6% in the latest 2-wks ended 5/31 (vs -0.2%/-1.6% for 4-/12-wks), reflecting -LSD pressure on volumes against +LSD pricing. By category, lip cosmetics outperformed other categories, growing +9.5% (vs +7.7%/+5.6% for 4-/12-wks) on strong volume growth of +9.8% (vs +8.4%/+5.2% for 4-/12-wks). Face ...