Estee Lauder's turnaround is now showing up in margins: adjusted operating margin expanded 480 basis points to 12.1%. Fragrance growth and mainland China's return to growth are the two things bears said would take years.
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A 13-quarter EPS beat streak goes on the line at 6:00 AM ET, with consensus at $0.50 on $3.65 billion in revenue. The read on China luxury demand and prestige beauty momentum arrives before you can trade it.
1,301 companies report next week, and Monday alone front-loads the read on consumer, travel and chips before the open: Estée Lauder, Marriott, Fox, Check Point and Tower Semiconductor. With misses getting punished harder than usual this season, positioning ahead of Monday morning matters.
- CHKPCheck Point Software Technologies Ltd.Mon Nov 2Before open
- TEMTempus AI, Inc. Mon Nov 2Before open
- ELThe Estée Lauder Companies Inc.Mon Nov 2Before open
- CIFRCipher Mining IncMon Nov 2Before open
- ETREntergy CorporationMon Nov 2Before open
- MARMarriott International, Inc.Mon Nov 2Before open
- NSSCNAPCO Security Technologies, Inc.Mon Nov 2Before open
- AKRAcadia Realty TrustMon Nov 2Before open
- FOXAFox CorporationMon Nov 2Before open
- PEGPublic Service Enterprise Group IncorporatedMon Nov 2Before open
- TSEMTower Semiconductor Ltd.Mon Nov 2Before open
- ALXAlexanders Inc.Mon Nov 2Before open
- AXSMAxsome Therapeutics, Inc.Mon Nov 2Before open
- CHHChoice Hotels International, Inc.Mon Nov 2Before open
- CNACNA Financial CorporationMon Nov 2Before open
Beauty spending is rebounding among teens, and Piper Sandler's read of nearly 9,000 of them puts Ulta and Estee Lauder on the winning side with e.l.f. still the top cosmetics brand.
PIPER SANDLER: TEEN SURVEY REVEALS MAJOR WINNERS AND LOSERS ACROSS STOCKS Piper Sandler's latest survey of nearly 9,000 U.S. teens highlights shifting consumer trends. BEAUTY: Spending rebounds, with ULTA and EL top picks. ELF remains the leading cosmetics brand, while Rhode
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