Core Viewpoint - Estee Lauder is expected to report a significant decline in quarterly earnings and revenues, reflecting a downward revision in analysts' projections over the past month [1][2]. Financial Performance - The anticipated earnings per share (EPS) for Estee Lauder is $0.29, representing a 70.1% decline year over year [1]. - Analysts forecast revenues of $3.51 billion, indicating an 11% decrease compared to the previous year [1]. - The consensus EPS estimate has been revised down by 8.5% over the last 30 days [1]. Sales Projections by Category - Net sales for Skin Care are projected to reach $1.87 billion, down 9.3% year over year [4]. - Makeup net sales are expected to be $1.07 billion, reflecting a 6% decrease from the prior year [4]. - Other net sales are estimated at -$38.46 million, indicating a drastic decline of 247.9% year over year [4]. - Hair Care net sales are forecasted at $134.79 million, down 5.7% from the previous year [5]. - Fragrance net sales are projected to be $574.19 million, showing a slight decrease of 0.1% [5]. - Net sales in The Americas are expected to reach $1.08 billion, down 3.1% year over year [5]. - Sales in Europe, the Middle East & Africa are estimated at $1.40 billion, reflecting a 15.1% decline [6]. - Asia/Pacific net sales are projected at $1.02 billion, indicating a 13.3% decrease [6]. Operating Income Projections - Operating income for Skin Care is expected to be $354.08 million, down from $468 million year over year [6]. - Operating income for Other is projected at -$220.82 million, compared to a positive $11 million last year [7]. - Makeup operating income is estimated at $53.44 million, down from $66 million [7]. - Fragrance operating income is expected to be $17.18 million, compared to $29 million in the previous year [8]. Stock Performance - Estee Lauder shares have decreased by 12.2% over the past month, contrasting with the Zacks S&P 500 composite's decline of only 0.2% [8].

Core Viewpoint - e.l.f. Beauty, Inc. is facing a class action lawsuit due to allegations of misrepresentation of financial information, which led to significant investor losses during the specified class period from November 1, 2023, to November 19, 2024 [1][3]. Group 1: Legal Action and Investor Rights - Investors who purchased e.l.f. Beauty securities during the class period are encouraged to file a lead plaintiff motion by May 5, 2025 [1]. - The Portnoy Law Firm is offering complimentary case evaluations to discuss options for recovering losses incurred by investors [2][4]. Group 2: Allegations Against e.l.f. Beauty - The complaint claims that e.l.f. Beauty inflated its revenue and financial metrics to maintain investor confidence, which was misleading [3]. - The company reportedly misattributed rising inventory levels to changes in sourcing, further contributing to the misleading public disclosures [3]. - The revelation of the truth regarding e.l.f. Beauty's financial practices resulted in significant losses for investors [3].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased e.l.f. Beauty, Inc. securities between November 1, 2023, and November 19, 2024, of the May 5, 2025, deadline to serve as lead plaintiff in a class action lawsuit [1][2] Group 1: Class Action Details - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] - A class action lawsuit has already been filed, and interested parties must move the Court by May 5, 2025, to serve as lead plaintiff [2] - The lawsuit alleges that e.l.f. Beauty made false and misleading statements regarding its inventory levels and financial performance during the class period [4] Group 2: Allegations Against e.l.f. Beauty - The lawsuit claims that e.l.f. Beauty was experiencing rising inventory levels due to declining sales, contrary to its public representations [4] - It is alleged that the company falsely attributed rising inventory levels to changes in sourcing practices and reported inflated revenue and profits [4] - The lawsuit suggests that the true financial condition of e.l.f. Beauty was misrepresented, leading to potential material negative impacts once the truth was revealed [4] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company at the time [3] - The firm has been ranked No. 1 for securities class action settlements in 2017 and has consistently ranked in the top 4 since 2013 [3] - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering significant amounts for clients [3]

Group 1: Market Overview - The market is recovering from lows and avoiding a full-on crash for the time being [1] - Investors are shifting focus from younger growth stocks to safer stocks, but some growth stocks remain undervalued [2] Group 2: Revolve Group - Revolve Group is a digital fashion disruptor utilizing AI for inventory management, website design, and marketing [3][4] - In Q4 2024, Revolve's revenue increased by 14% year over year, with net income rising by 237% and free cash flow turning positive at $1.8 million [5] - Active customers increased by 5%, total orders rose by 7%, while average order value decreased by 1% [7] - The company plans to expand its product assortment and open its first full-time physical store in Los Angeles [8] - Revolve's stock is down 42% this year, trading at a forward P/E ratio of 22 [9] Group 3: E.l.f. Beauty - E.l.f. is disrupting the cosmetics industry with a focus on affordable makeup and skincare, targeting young, value-driven consumers [10][11] - The company holds the top spot in color cosmetics unit share and 12% of the dollar share, with strong performance in various cosmetics categories [12] - In Q3 2025, sales increased by 31% year over year, but EPS fell from $0.46 to $0.30 due to rising expenses [13] - E.l.f. stock is down 54% in 2025, but there are opportunities for growth, especially among younger consumers [14] - The stock trades at a forward P/E ratio of 14, suggesting it may be undervalued despite potential turbulence ahead [15]

Core Insights - Moore Law, PLLC is investigating potential claims against e.l.f. Beauty, Inc. following a report from Muddy Waters Research that alleges the company materially overstated its revenue over the past three quarters [1][2] Group 1: Allegations Against e.l.f. Beauty - Muddy Waters Research reported that e.l.f. Beauty's management recognized issues with its growth narrative in Q2 FY24 due to rising inventory levels, leading to inflated revenue and profits [2] - The report claims that e.l.f. Beauty made false and misleading statements regarding its inventory levels, attributing them to changes in sourcing practices rather than declining sales [3] - e.l.f. Beauty allegedly reported inflated revenue, profits, and inventory over several quarters to maintain investor confidence, resulting in overstated business and financial prospects [3] Group 2: Stock Performance - Year-to-date, e.l.f. Beauty's stock price has decreased by approximately 52% [4]

When it comes to investing, here at PropNotes , we're mostly generalists. This means - broadly - that we go where the opportunities are, as opposed to focusing on a single sector or industry. Why? Our thinking is simple - no one sector will present opportunities Analyst's Disclosure: I/we have a beneficial long position in the shares of ELF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth ...

21日，国家药监局发布 《关于30批次不符合规定化妆品的通告》 。 通告显示，2024年国家化妆品抽样检验中，经山东省食品药品检验研究院等单位检验，产品标签标示名称为北芙美白沐浴露等30批次化妆品不符合规定。 根据《化妆品监督管理条例》《化妆品生产经营监督管理办法》《化妆品抽样检验管理办法》，国家药品监督管理局要求天津、上海、江苏、浙江、山 东、广东、广西等省（区、市）药品监督管理部门对上述不符合规定化妆品涉及的注册人、备案人、受托生产企业等依法立案调查， 责令相关企业立即 依法采取风险控制措施并开展自查整改 。 各省（区、市）药品监督管理部门要 责令相关化妆品经营者立即停止经营上述化妆品 ，并依法调查其进货查验记录等情况，对违法产品进行追根溯源， 发现违法行为的，依法严肃查处；涉嫌犯罪的，依法移送公安机关。 往期推荐 | 序号 | 标示产品 名称 | 标示化妆 品注册人 备案人、受 | 标示化妆品注 册人/备案人、 受托生产企 | 被抽样单 | 被抽班单位 | 包装 | 标示 | 标示 | 标示限 期使用 | 标示化妆 昌注册人/ 备案人、受 托生产企 | 特殊化妆 品注册证 | 标示生 | 检验机 | 不 ...

Core Viewpoint - Yatsen Holding Limited has filed its annual report on Form 20-F for the fiscal year ended December 31, 2024, with the SEC, indicating ongoing compliance and transparency in its financial reporting [1]. Company Overview - Yatsen Holding Limited is a leading beauty group based in China, founded in 2016, with a mission to create an exciting journey of beauty discovery for consumers globally [3]. - The company has launched and acquired several brands, including Perfect Diary, Little Ondine, Pink Bear, Galénic, DR.WU, Eve Lom, and EANTiM, with Perfect Diary being a top color cosmetics brand in China by retail sales value [3]. - Yatsen primarily engages with customers through both online and offline channels, maintaining a strong presence across major e-commerce, social, and content platforms in China [3]. Investor Relations - The annual report is accessible on the company's investor relations website and the SEC's website, with hard copies available upon request for shareholders and ADS holders [2]. - Contact information for investor and media inquiries is provided, including dedicated contacts in both China and the United States [5].

Core Viewpoint - Estee Lauder is well-positioned to continue its earnings-beat streak, with a strong history of surpassing earnings estimates, particularly in the last two quarters, where it achieved an average surprise of 74.65% [1][5]. Earnings Performance - In the last reported quarter, Estee Lauder reported earnings of $0.62 per share, exceeding the Zacks Consensus Estimate of $0.32 per share, resulting in a surprise of 93.75% [2]. - In the previous quarter, the company was expected to earn $0.09 per share but delivered $0.14 per share, achieving a surprise of 55.56% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Estee Lauder, with a positive Earnings ESP of +14.31%, indicating that analysts have recently become more optimistic about the company's earnings prospects [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that stocks with this combination beat estimates nearly 70% of the time [6][8]. Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate than earlier predictions [7]. - A negative Earnings ESP can reduce predictive power but does not necessarily indicate an earnings miss [9]. Importance of Earnings ESP - Companies often beat consensus EPS estimates, but this is not the only factor influencing stock price movements. Therefore, checking a company's Earnings ESP before quarterly releases is crucial for increasing the odds of success [10].

Group 1 - The article emphasizes a dividend-focused value investment strategy that prioritizes capital preservation and steady income growth [1] - The investment approach involves holding high-quality value stocks that provide meaningful growth and long-term safety [1] Group 2 - The author has a beneficial long position in the shares of specific companies, indicating a personal investment interest [2] - The article is presented as a personal opinion and does not constitute professional investment or tax advice [3][4]