Starbucks - Starbucks reported a mixed earnings report, with shares down 2% in pre-market trading despite achieving its first same-store sales gain in nearly two years, up 1% globally, driven by new protein drinks and improved morning staffing [2][3] - U.S. sales remained flat, while international sales increased by 3%, reflecting a 2% increase in China [2] - Revenue reached $9.57 billion, surpassing expectations of $9.33 billion, but adjusted EPS fell short at 52 cents compared to the expected 55 cents [3] - The CEO described the results as a turning point in Starbucks' multi-year turnaround, but the lack of a full outlook raised concerns among investors, with guidance expected in January [3][4] Eli Lilly - Eli Lilly experienced strong performance driven by its weight loss and diabetes drugs, with adjusted EPS at $7.02, beating expectations of $6.02 [4] - Revenue was reported at $17.6 billion, exceeding the anticipated figure of over $16 billion, and the company raised its full-year guidance to between $63 billion and $63.5 billion, up from a previous forecast of $60 to $62 billion [5][6] - Mjaro revenue more than doubled to over $6.5 billion, while Zetbound revenue almost tripled to over $3.12 billion, indicating strong demand for GLP-1 drugs [5][6] - Eli Lilly is also developing a new weight loss pill, which could potentially be a game changer in the market [7] Estee Lauder - Estee Lauder reported a return to profitability, beating expectations on both revenue and adjusted EPS, with revenue at $3.4 billion and adjusted EPS at 32 cents [8][10] - The company reaffirmed its full-year sales outlook and emphasized that fiscal year 2026 will be pivotal for restoring growth and expanding margins after four years of compression [9][10] - Growth was driven by skincare, which increased by 3%, and fragrance, which saw a significant rise of 14%, while makeup and hair care experienced declines of 1% and 7%, respectively [10][11] - Estee Lauder regained market share in China and the broader Asia-Pacific region, indicating a recovery in those markets [11]

Join me now for reaction to the latest FOMC meeting, we have Danielle D. Martino, Booth, CEO and chief strategist of Qi Research. Danielle, it's good to see you this morning.Uh, let's talk about your initial reaction to the Fed's decision. I think it didn't come as a surprise to anyone, the 25 basis point cut, but what's your take. Well, the rate cut certainly did not come as a surprise, but I think what took market participants by a big surprise uh was how adamant he was very early on in the meeting in his ...

Core Insights - Estee Lauder exceeded Wall Street expectations for Q1 sales and profit, driven by strong demand for Le Labo and Tom Ford fragrances, alongside a recovery in China [1][4] - The company's shares rose approximately 7% in premarket trading following the announcement [1] Group 1: Financial Performance - Estee Lauder reported quarterly sales of $3.48 billion, surpassing analysts' estimates of $3.38 billion [4] - The adjusted profit for the quarter ending September 30 was 32 cents per share, significantly above the estimated 18 cents per share [4] - Organic net sales increased by 3% after a decline of 5% in the previous year [3] Group 2: Strategic Initiatives - Under CEO Stephane de La Faverie, the company has focused on luxury product launches, supply chain optimization, and enhanced marketing efforts to revive sales [2] - The company is shifting production closer to key markets to adapt to changing trade policies that have impacted the retail industry [2] Group 3: Market Trends - The fragrance category experienced a notable organic sales growth of 13% in the latest quarter [3] - Sales in China and the Asia Pacific regions rose by 9%, indicating a positive trend in these markets [3] - Analysts suggest that the worst of the luxury slump in China may be over, positioning the company for long-term growth [4]

Estee Lauder (EL) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +100.00%. A quarter ago, it was expected that this beauty products company would post earnings of $0.08 per share when it actually produced earnings of $0.09, delivering a surprise of +12.5%.Over the last four quarters, ...

Estee Lauder swung to a fiscal first-quarter profit and reiterated its sales-growth projections for the fiscal year as the cosmetics giant regained market share in the key Chinese market. ...

Core Insights - The Estée Lauder Companies reported improved financial results, with net sales increasing by 4% to $3.5 billion in the first quarter ended September 30, surpassing estimates of $3.38 billion [2] - Net earnings rose to $47 million, a significant recovery from a loss of $156 million in the previous year, with adjusted diluted net earnings per share increasing to 32 cents, exceeding analysts' expectations of 18 cents [3] Financial Performance - Organic net sales grew by 3%, indicating a return to growth after a challenging previous year [2] - The company has implemented a restructuring program, resulting in cumulative charges of $852 million and a net reduction of over 4,000 positions [4] Strategic Initiatives - The Beauty Reimagined strategy aims to restore organic sales growth and improve profitability, with a focus on gaining market share in key areas [4] - Despite positive quarterly results, the company maintained its full-year outlook, forecasting sales growth between flat and 3% for fiscal 2026 [5][6] Market Performance - Skin care net sales increased by 3%, driven by La Mer and Estée Lauder, particularly in Asia travel retail [8] - Fragrance sales rose by 13%, while makeup and hair care sales declined by 2% and 7%, respectively [8] Regional Insights - The company experienced a 9% sales growth in mainland China, outperforming the market, while North America faced challenges with a low-single-digit decline [10] - The launch of MAC Cosmetics at Sephora in early 2026 is part of the company's strategy to diversify its retail offerings in the U.S. [11] E-commerce Expansion - The company is expanding its presence on Amazon, recently launching in Mexico, which is identified as a key growth market [12]

Core Insights - Estee Lauder exceeded Wall Street expectations for first-quarter sales, indicating that CEO Stephane de La Faverie's turnaround strategy is starting to take effect, resulting in a share price increase of approximately 6% [1] Financial Performance - The company reported first-quarter sales that surpassed analyst forecasts, suggesting a positive trend in revenue generation [1] Leadership Impact - CEO Stephane de La Faverie's efforts to revitalize the company are showing early signs of success, as reflected in the improved sales figures [1]

Core Viewpoint - The article discusses effective skincare products for fading dark spots and achieving a brighter complexion during the autumn and winter seasons, highlighting three specific products as solutions for various skin concerns related to pigmentation and uneven skin tone [2][4][11]. Group 1: Product Recommendations - **Product One: Gu Yu Spot Fading Serum** This product is positioned as a benchmark for domestic brands, effectively targeting dark spots and repairing the skin barrier. It is suitable for light mature skin, sensitive skin, and oily skin, providing significant improvements without irritation [4][5]. - **Product Two: Estée Lauder Radiant Essence** This serum utilizes "anti-gravity photon technology" and proprietary probiotics to enhance skin luminosity. Its lightweight texture makes it ideal for makeup application, providing a smooth base and natural glow [7]. - **Product Three: Helena Rubinstein Laser Spot Fading Serum** This serum incorporates medical-grade "laser targeting technology" to deliver active ingredients for deep pigmentation issues. It promotes skin health and even tone without immediate irritation, requiring strict sun protection to prevent rebound darkening [10]. Group 2: Key Ingredients and Technologies - **Gu Yu Spot Fading Serum** Features unique ingredients like Aurora Licorice, which significantly reduces melanin content by 86.62% within 72 hours, and a 28-nanometer encapsulation technology that enhances transdermal absorption by 3.4 times [5]. - **Estée Lauder Radiant Essence** Combines light-reflecting properties with probiotic technology to balance skin microbiota, enhancing pigment metabolism and overall skin brightness [7]. - **Helena Rubinstein Laser Spot Fading Serum** Focuses on deep skin repair and even tone through a combination of luxurious textures and active ingredients, promoting a gradual improvement in skin quality [10]. Group 3: Target Audience and Usage - **Gu Yu Spot Fading Serum** Ideal for individuals struggling with dark spots, those needing barrier repair, and people experiencing dullness due to lifestyle factors like late nights [4][5]. - **Estée Lauder Radiant Essence** Suitable for those looking to improve post-sun exposure dullness and enhance makeup application with a luminous finish [7]. - **Helena Rubinstein Laser Spot Fading Serum** Best for individuals with deep pigmentation concerns who prefer a gentle, long-term approach to skin improvement [10].

Should K-beauty products have to come from South Korea? https://t.co/ar5swmAaLb ...

Group 1 - e.l.f. Beauty Inc. has had its price target raised by JPMorgan analyst Andrea Teixeira from $130 to $168, maintaining an Overweight rating on the shares [1][2] - The Q3 2025 preview indicates that most large-cap companies in the beauty sector are expected to report weak performance due to depressed consumer demand in the US and decelerating trends in Western Europe [2] - Despite the challenging retail environment, e.l.f. Beauty is anticipated to positively surprise investors [2] Group 2 - e.l.f. Beauty Inc. is a global beauty company that offers a range of cosmetics and skin care products, including eye, lip, face, paw, and skin care items [3]