Estee Lauder (EL)

[winston]

not vested

The Estée Lauder Companies Inc. manufactures and markets skin care, makeup, fragrance, and hair care products worldwide.

The company offers a range of skin care products, such as moisturizers, serums, cleansers, toners, body care, exfoliators, acne and oil correctors, facial masks, cleansing devices, and sun care products; and makeup products for face, eyes, lips, and nails, as well as related items, including compacts, brushes, and other makeup tools.

Source: Today's Big Stock

http://todaysbigstock.com/2016/12/30/estee-nyse-el/

[investar]

Very good numbers

Estee Lauder tops Street 4Q forecasts

NEW YORK (AP) _ Estee Lauder Companies Inc. (EL) on Friday reported fiscal fourth-quarter earnings of $229 million.

On a per-share basis, the New York-based company said it had profit of 61 cents. Earnings, adjusted for one-time gains and costs, were 51 cents per share.

The results topped Wall Street expectations. The average estimate of 12 analysts surveyed by Zacks Investment Research was for earnings of 43 cents per share.

The beauty products company posted revenue of $2.89 billion in the period, which also beat Street forecasts. Seven analysts surveyed by Zacks expected $2.85 billion.

For the year, the company reported profit of $1.25 billion, or $3.35 per share. Revenue was reported as $11.82 billion.

For the current quarter ending in October, Estee Lauder expects its per-share earnings to range from 94 cents to 97 cents.

The company expects full-year earnings in the range of $3.87 to $3.94 per share.

Estee Lauder shares have increased 29 percent since the beginning of the year, while the Standard & Poor's 500 index has climbed 8.5 percent. The stock has climbed nearly 6 percent in the last 12 months.

Source: Associated Press

[winston]

THIS COSMETICS COMPANY BUCKS THE RETAIL DOWNTREND...

Today, we look at one of the few companies resisting the retail bust...

Regular DailyWealth readers know we've highlighted the struggles in traditional retail. Companies that sell their products through brick-and-mortar locations are floundering as consumers change their shopping habits. This year, many traditional retailers have filed for bankruptcy. But some are bucking the trend...

One example is make-up retailer Estée Lauder (EL). The 71-year-old company has traditionally sold its cosmetics brands like MAC and Clinique through department stores. But those mall-based chains are now in rapid decline.

In response, Estée Lauder moved into stores that get more traffic, like Sephora and Ulta Beauty. Importantly, it has also improved its e-commerce business. According to its latest earnings report, online sales grew double digits in the past year.

As you can see in the chart below, Estée Lauder shares have surged around 79% over the past five years. It's now at record highs. While other brick-and-mortar retailers struggle, this established business is changing with the times – and its strategy is paying off...

Source: Daily Wealth

[investar]

Excellent results and new all time high

[winston]

THE BEAUTY BUSINESS THRIVES ON BRAND LOYALTY

Today, we check in on a well-loved cosmetics company...

Businesses with iconic brands enjoy tremendous customer loyalty. That's because they have a broad reputation for superior products... And folks are willing to pay premium prices for that consistent quality. Today, one company's success shows this is especially true in the beauty business...

We're talking about cosmetics giant Estée Lauder (EL). The company uses its own name to sell skin creams, cleansers, make-up, and fragrances worldwide. But it also sells beauty and fragrance brands like MAC, Clinique, Aveda, Michael Kors, and La Mer... offered in popular stores like Sephora and Ulta Beauty (ULTA).

Estée Lauder recently reported its second-quarter sales jumped to $3.7 billion, up 17% from the year before. And it expects sales for this fiscal year to increase 12.5%-13.5% from 2017.

As you can see in the chart below, Estée Lauder shares are soaring to record highs. The stock is up around 66% in the past year alone. It's more proof that consumers are sticking with the beauty brands they love...

Source: Daily Wealth

[investar]

waw, stellar results again.


https://www.wsj.com/articles/estee-laud ... yptr=yahoo

[winston]

not vested

Estee Lauder Companies (EL)

Here is a company that is run by one of the best executives I have ever met, Fabrizio Freda, late of Procter & Gamble (PG) , who has taken this prestigious brand and made it the most-loved makeup company around the world.

Because we are in the selfie-generation, where everyone has to look good anytime they step outside, it's Estee Lauder in the catbird seat.

I like that Freda has created a reverse-mentor system where every so often the young people in the office mentor the old timers to be sure that they are up on the latest and greatest for the millennials.

This a company with a fantastic Chinese business that has only gotten better during the trade tensions. Is there anyone else who can possibly say that? I don't think so.

Source: The Street

[winston]

A TRUSTED BEAUTY COMPANY REACHES NEW HIGHS

Today's chart shows the power of strong brands...

A well-known brand is a promise. Specifically, it's a promise that shoppers will receive a certain level of quality – and it's based on a carefully crafted image.

Strong brands keep their customers coming back, while steadily attracting new ones. And as today's company demonstrates, that's a recipe for success...

Estée Lauder (EL) is a $68 billion cosmetics giant. It calls itself "the only major company focused solely on prestige beauty." And it boasts more than 25 brands of makeup, skin cream, perfume, and more. Some are its own brands – like Estée Lauder and Clinique – but the company also licenses designer names like Tommy Hilfiger and DKNY.

Customers pay a premium for these trusted brands... which helped Estée Lauder sell more than $3.7 billion worth of beauty products in the most recent quarter, up 11% year-over-year.

Falling foot traffic in department stores weighed on the stock in 2018... But shares have still doubled over the past three years, and they just hit a new all-time high. When a brand has a strong reputation, expect rising sales – and healthy investment returns...

Source: Daily Wealth

[investar]

Yes, EL keeps giving.
New ATH, but so much priced in already now...
200 perfectly possible but then?

[winston]

not vested

The Estée Lauder Companies Inc. (EL)

The global makeup and beauty name has taken some heat recently thanks to a fiscal 2020 outlook reset.

That being said, one analyst believes that EL’s growth narrative remains strong, with further gains on top of its already achieved 47% year-to-date growth expected.

Part of the concern is related to EL’s 100 basis point reduction in its guidance for global beauty market growth as a whole. This has been blamed on U.S. makeup weakness, as well as some deceleration in China and the travel retail space.

However, Evercore ISI analyst Robert Ottenstein argues that EL has a lot more going for it than the Street realizes. “China actually accelerated (as did the broader Asia-Pacific corridor) supporting the view argued in our initiation, that growth from China will remain stronger for longer than investors appreciate,” he explained.

Ottenstein adds that foundation, or makeup applied to the skin for a more natural look, drove the 4% net makeup sales increase, with skincare sales also ramping up. This is important as skincare margins are 4x higher than makeup and foundations maintain the highest consumer loyalty compared to all other types of makeup.

Bearing this in mind, the analyst reiterated his bullish call and $230 price target, suggesting shares could surge 20% over the next twelve month period. (To watch Ottenstein’s track record, click here)

Looking at the consensus breakdown, 8 Buy ratings vs 3 Holds add up to a ‘Moderate Buy’ analyst consensus. On top of this, its $218 average price target puts the potential twelve-month gain at 14%. (See Estée Lauder stock analysis on TipRanks)

Source: Tip Ranks