The turnaround has legs: management guided fiscal 2027 adjusted EPS to $3.10-$3.35, growth of 24% to 34%, and raised the operating margin outlook to 12.7%-13.5%. Fragrance grew 10% organically for the year and mainland China sales rose 12% in the quarter, while the GAAP loss carries $306 million of restructuring charges from a program that is now finished.
Latest Activity
- CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09/01/2030Buy$50K – $100KJul 24
- CMCSAComcast Corporation - Class A Common Stock (CMCSA)Sell$1K – $15KAug 5
- DEODiageo plc Common Stock (DEO)Sell$1K – $15KAug 5
- EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033Buy$15K – $50KJul 16
- ELEstee Lauder Companies, Inc. (EL)Sell$1K – $15KAug 5
- GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029Buy$15K – $50KJul 20
- KVUEKenvue Inc. Common Stock (KVUE)Sell$1K – $15KAug 5
- KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031Buy$100K – $250KJul 20
Kevin Hern cleared out seven consumer names in a single day, from Comcast and Diageo to Estee Lauder and Kenvue, then routed as much as $700,000 into Oklahoma municipal bonds. A Ways and Means Republican rotating that hard from consumer equities into tax-free local paper is worth noting while Congress debates banning member trading.
EL Coverage
70 Million Luxury Shoppers Vanished, and 5 US Stocks Are in the Blast Radius
The global luxury market shed tens of millions of shoppers in just a few years, and the shockwaves are still moving through five American stocks with very different chances of surviving the…
Here Are Monday’s Top Wall Street Analyst Research Calls: Align Technology, AutoNation, Estee Lauder, Harley-Davidson, HubSpot, Microsoft, Mosaic, Ryder System, Wells Fargo & Company, and More
Pre-Market Stock Futures: Futures are trading lower as we get ready for the first full week of trading for the fourth quarter of 2026 after an outstanding Friday, which saw all of…
Estee Lauder vs Nike: One Turnaround Just Proved Itself, the Other Keeps Slipping
Two battered consumer giants both hired new leadership to stop the bleeding, but the turnaround playbooks could not look more different right now. Before adding either to a retirement portfolio, the evidence…
2 Goldman Sachs July Conviction List Additions Have Huge Double-Digit Upside Potential
Goldman Sachs just added three stocks to its closely watched Conviction List, and at least two of them carry the kind of upside potential that makes investors stop scrolling. One name in…
Reddit Loves Celsius, Chewy, and Estée Lauder. Does Wall Street Agree?
Reddit traders are piling into Celsius, Chewy, and Estée Lauder with serious conviction, but Wall Street is only nodding along on two of them. Find out which stock has retail and analysts…
Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Lauder, Hut 8, Incyte, SpaceX, and More
Pre-Market Stock Futures: Futures are trading mixed as we prepare to finish the last full week of the second quarter. We finished a wild holiday-shortened trading week last Thursday, as Friday was…
Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, and More
Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President…
Wall Street Lifts Estee Lauder Price Targets to $85: Is the China Comeback Finally Real?
Two Wall Street firms lifted their price targets on Estee Lauder Companies (NYSE:EL | EL Price Prediction) stock to $85 on Monday, following a 40% third-quarter earnings beat that reignited the China…
Fear Is Back: Why the S&P 500’s Biggest Rally in Weeks Just Got Erased Overnight
SPDR S&P 500 ETF Trust (NYSEARCA:SPY) futures slipped as much as .74% in early trading Tuesday as Monday’s relief rally evaporated overnight. Tehran’s flat denial that any direct negotiations with Washington had…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Booking Holdings, On Semi, Palantir Technologies, Snap, Spotify, Qualcomm, Vistra Corp., and More
Pre-Market Stock Futures: Futures are trading lower after a follow-through Monday in which all major indices continued the strength we saw last Friday. The Dow Jones Industrials hit a new record high…
Here Are Friday’s Top Wall Street Analyst Research Calls: Amazon.com, Caterpillar, Estee Lauder, JPMorgan, Norfolk Southern, Roku, Snap, Vistra, and More
Pre-Market Stock Futures: Futures are trading higher as we prepare to wrap up one of the worst trading weeks in some time. The song remains the same as the rotation out of…
The China Secret That’s Making Smart Money Load Up on Estee Lauder While Everyone Else Runs for the Exit
At a Glance EPS: $0.89 vs. $0.86 estimate (3.5% beat) Revenue: $4.23 billion vs. $4.34 billion estimate (in line), up 6% year-over-year Adjusted Operating Margin: 14.4%, up 290 basis points from prior…
Gap’s Big Beauty Bet: Why Wall Street’s Excitement Is Wrong
A Bold Leap Into Beauty Gap (NYSE:GAP | GAP Price Prediction) is diving headfirst into the beauty and accessories market, a significant pivot for a company known for denim and casual apparel.…
Stock Market Live August 20: After Misses from Home Depot And Now Target, S&P 500 (VOO) Keeps Falling
Live Updates Wednesday Wrap-up4:32pm ETThe Vanguard S&P 500 ETF closed at 586.58 Wednesday, down 0.26%. Analog Devices Performs Like Clockwork12:20pm ETWe’re not done with earnings news yet, either. Shifting back to the…
3 of the Most Notable Big Money Bets
Hedge funds made some pretty interesting bets in the first quarter of this year, and a lot of them, I believe, have mostly flown under the radar of investors. And while some…