Tokyo, Japan, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Tokyo Lifestyle Co., Ltd. (“Tokyo Lifestyle” or the “Company”) (Nasdaq: TKLF), a retailer and wholesaler of Japanese beauty and health products, sundry products, luxury products, electronic products, collectible cards, trendy toys as well as other products in Hong Kong, Japan, North America, Thailand, Vietnam, the United Kingdom and Australia, today announced that the interim dividend of JPY1.890 per share for the fiscal year ending March 31, 2026 previously a ...

Core Insights - Estée Lauder Companies Inc. is a prominent global beauty and cosmetics firm with a market capitalization of approximately $34.2 billion, headquartered in New York City [1] Financial Performance - The company is expected to report a profit of $0.14 per share for Q1 2026, consistent with the same quarter last year [2] - For fiscal 2026, analysts project a profit of $2.05 per share, representing a 35.8% increase from $1.51 in fiscal 2025, with further growth anticipated in fiscal 2027 to $2.80, a 36.6% year-over-year rise [3] Stock Performance - Over the past 52 weeks, Estée Lauder's stock has increased by 4.2%, underperforming the S&P 500 Index's 14.7% gain but outperforming the Consumer Staples Select Sector SPDR Fund's 4% decline [4] - The stock has faced challenges due to slowing demand in China, weakness in travel-retail channels, and disappointing earnings, prompting the company to implement significant cost-cutting measures, including job reductions [5] Analyst Sentiment - Recently, there has been a shift towards a more positive outlook, with Goldman Sachs upgrading the stock to a "Buy" rating, citing optimism regarding its performance on platforms like Amazon and TikTok, as well as improving sales trends in key regions [6] - Overall, Wall Street analysts maintain a "Moderate Buy" rating for Estée Lauder, an upgrade from a previous "Hold" rating, with a mean price target of $95.43 and a Street-high target of $115, suggesting a potential rally of up to 20.7% [7]

Core Insights - Estée Lauder Companies Inc. is recognized as a top stock in Michael Burry's portfolio, with a year-to-date gain of 25%, outperforming the S&P 500's 14% gain [1] Group 1: Company Performance - The company is establishing itself as a leader in the prestige beauty market, supported by a portfolio of 25 brands and operations in over 150 countries [2] - Estée Lauder boasts a gross profit margin of 74%, reinforcing its position as the second-largest player in the $160 billion prestige beauty market [2] Group 2: Analyst Ratings - Analysts at Bank of America Securities maintain a 'Buy' rating on Estée Lauder stock with a price target of $110, reflecting confidence in the company's recovery in Asia and its restructuring plan [3] - The 'Beauty Reimagined' plan is showing positive results, contributing to the company's strong performance [3] Group 3: Product Portfolio - Estée Lauder manufactures, markets, and sells a range of prestige beauty products, including skin care, makeup, fragrance, and hair care, under a diverse portfolio of luxury brands [4] - The company emphasizes innovation, quality, and end-to-end execution to create transformative beauty products and experiences for consumers globally [4]

Core Insights - The Consumer Products-Discretionary industry is facing challenges due to inflation and tariff-driven cost pressures, but consumer spending is expected to remain resilient albeit at a slower pace compared to last year [1][4] - Companies with strong brand loyalty, pricing power, and diversified channels are better positioned to navigate the current economic landscape [2] - The industry's earnings outlook has declined significantly, with a 21.8% drop in earnings estimates since the beginning of 2025 [9] Industry Overview - The Consumer Products-Discretionary industry is cyclical and closely tied to economic conditions, targeting middle-to-higher-income consumers with high-priced discretionary products [3] - The industry includes various product categories such as fashion, jewelry, home goods, and personal care products, sold through specialty retailers, mass-market retailers, and e-commerce platforms [3] Key Trends - Consumer sentiment is under pressure, leading to cautious spending behavior, with a projected increase in U.S. holiday retail sales of 2.9% to 3.4%, slower than the previous year's 4.2% [4] - Companies are investing in digital ecosystems and optimizing supply chains to mitigate cost pressures and enhance margins [5] - Brand enhancement and capital discipline are critical, with companies focusing on consumer engagement, product innovation, and operational efficiency [6] Market Performance - The Zacks Consumer Products-Discretionary industry ranks 165, placing it in the bottom 32% of over 250 Zacks industries, indicating bleak near-term prospects [7][8] - The industry has underperformed the broader market, declining 16.7% over the past year compared to the S&P 500's rise of 18.4% [11] Valuation Metrics - The industry is currently trading at a forward 12-month price-to-sales (P/S) ratio of 2.98X, lower than the S&P 500's 5.40X and the sector's 2.20X [14] Notable Companies - **The Honest Company**: Positioned for growth in the sensitive skin market, with a projected sales growth of 4.7% and EPS growth of 283.3% [17][18] - **Central Garden & Pet Company**: Focused on innovation and market share expansion, with an EPS growth estimate of 22% [21][22] - **Interparfums**: Maintains a strong market position with a diversified brand portfolio, expecting sales growth of 2.4% [25][26] - **The RealReal**: A leader in the luxury resale market, with projected sales growth of 12.3% and EPS growth of 87.9% [29][31]

Core Viewpoint - Coty Inc. has announced a private offering of senior notes to redeem existing senior secured notes and cover related expenses, indicating a strategic move to manage its debt obligations effectively [1][3]. Group 1: Offering Details - The offering includes senior notes that will be senior unsecured obligations of the Issuers, contingent on maintaining investment grade ratings from at least two of three ratings agencies [2]. - If the investment grade ratings are not maintained, the notes will be guaranteed on a senior secured basis by Coty's subsidiaries and secured by first-priority liens on collateral [2]. - The proceeds from the offering will be used to redeem all of Coty's outstanding 5.000% senior secured notes due 2026 and a portion of the 3.875% senior secured notes due 2026, at par plus accrued interest [3]. Group 2: Regulatory and Compliance Information - The notes are being offered only to qualified institutional buyers and non-U.S. persons outside the United States, in compliance with Rule 144A and Regulation S under the Securities Act [4]. - The notes have not been registered under the Securities Act and cannot be offered or sold in the U.S. without registration or an exemption [4]. Group 3: Company Background - Coty Inc., founded in Paris in 1904, is one of the world's largest beauty companies, with a diverse portfolio across fragrance, color cosmetics, and skin and body care, serving consumers in over 120 countries [6].

Brand Collaboration - Tilda Swinton is the face of Tom Ford's new fragrance [1] - Tilda Swinton reunited with Haider Ackermann for the fragrance campaign [1]

Core Viewpoint - Estée Lauder's stock has experienced a significant decline, dropping 6% in the past week and continuing a downward trend due to a reported 12% year-over-year decrease in fourth-quarter net sales and a profit forecast below analyst estimates [2][3] Financial Performance - The company has lost approximately $1.9 billion in market value over the past five days, bringing its current market capitalization to around $30 billion [3] - Despite the recent losses, Estée Lauder's stock remains 13.1% higher than its level at the end of 2024, while the S&P 500 has gained 11.9% year-to-date [3] Market Sentiment - The ongoing losing streak in Estée Lauder's stock has not inspired much investor confidence, indicating potential deeper concerns or changing sentiment in the market [6][8] - The company warned of a potential $100 million impact from tariffs, contributing to investor wariness [2] Product Portfolio - Estée Lauder offers a wide range of products, including skincare, makeup, fragrance, and hair care items, which are sold globally [4]

Company Overview - The Estée Lauder Companies Inc. (EL) has a market cap of $31.9 billion and is a global leader in the beauty industry, offering a wide range of products including skin care, makeup, fragrance, and hair care under brands like Estée Lauder, Clinique, and M·A·C [1] - EL is classified as a "large-cap" stock, with products distributed globally through various channels including department stores, specialty retailers, and online platforms [2] Stock Performance - EL shares have decreased 14.3% from their 52-week high of $103.44, but have increased 28.6% over the past three months, outperforming the S&P 500 Index's gain of 8.4% during the same period [3] - Year-to-date, EL stock is up 18.3%, surpassing the S&P 500's return of 10.7%, but has only risen 2.1% over the past 52 weeks, lagging behind the S&P 500's 19% surge [4] Financial Performance - In Q4 2025, Estée Lauder reported an adjusted EPS of $0.09 and revenue of $3.4 billion, which was better than expected; however, shares fell 3.7% due to a full-year adjusted EPS forecast of $1.90 - $2.10 that was below analysts' expectations [5] - Management indicated that a $100 million tariff-related impact and elevated global trade costs would negatively affect margins, alongside weaknesses in key markets such as the U.S., China, and Europe [5] Competitive Landscape - Rival Church & Dwight Co., Inc. (CHD) has underperformed compared to EL, with CHD stock declining 9.4% year-to-date and 10.1% over the past 52 weeks [6] - Despite recent underperformance, analysts maintain a moderately optimistic outlook on Estée Lauder, with a consensus rating of "Moderate Buy" and a mean price target of $91.43, representing a 3.1% premium to current levels [6]

Consumer Staples Sector Overview - The consumer staples sector is currently facing challenges such as cost pressures from inflation, high commodity prices, and tariffs, which have negatively impacted profit margins [1] - Real average wages have declined, leading consumers to reduce spending [1] - Investor focus has shifted towards high-growth industries like AI, resulting in high valuations and limited upside for consumer staples companies [1][2] Constellation Brands - Constellation Brands is a major player in the alcoholic beverages market, with brands like Modelo and Corona, and has seen a year-to-date decline of nearly 29%, making it an attractive value play with a price/sales ratio of 2.56 [4][5] - The global alcohol market is projected to reach approximately $3 trillion by 2030, and Constellation's strong international presence positions it well, particularly among Hispanic and Latino consumers [5] - Despite a troubling dividend payout ratio of -170.7%, Constellation has maintained a dividend yield of 2.56% and analysts expect earnings to grow by about 7% in the coming year, indicating potential upside of over 33% for STZ shares [7] Estée Lauder - Estée Lauder has experienced mixed results in its latest fiscal quarter, with both EPS and revenue declining year-over-year, although EPS exceeded analyst expectations [8][9] - The company is implementing cost-cutting measures aimed at saving up to $1 billion annually, which has led to a gross margin expansion of 230 basis points to 74% [10] - Estée Lauder's strong market position in prestige beauty and improved value metrics make it well-positioned to navigate external challenges [11] Mondelez International - Mondelez International maintains a strong market presence in the snack food and beverage sector, leveraging pricing power and brand loyalty to counteract volume slippage [13] - Despite a year-over-year decline in EPS, Mondelez's revenue grew by about 8% due to strong performance in emerging markets [14] - The company has a sustainable dividend payout ratio and is expected to generate over $3 billion in free cash flow this year, with analysts projecting more than 17% upside potential for MDLZ shares [15]