The Estée Lauder Companies Inc.

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  • Apr. 25, 2013, 1:56 PM

    The Avon Lady might be rolling around in her grave with news of the latest development in the world of fast-pace cosmetics selling. Chanel is introducing new vending machines which will dispense high-end cosmetic on demand. For a large part of the luxury cosmetics industry the focus has been on trying convince Chinese consumers to buy fragrances and make-up, but now more firms like Chanel are starting to dip into new channels. Cosmetics sellers: Avon Products (AVP), Estee Lauder (EL), Ulta Salon (ULTA), L'Oreal (LRLCY.PK), Sephora (LVMHF.PK).

    | Apr. 25, 2013, 1:56 PM
  • Apr. 15, 2013, 1:29 PM
    The LVMH read-through to luxury stocks: The LVMH report is consistent with the latest batch of retail sales data from China which indicates solid growth is still out there - but just not at the frothy levels of years past. An important trend to watch is that demand in Europe is getting considerable support from the steady string of tourists pouring in from China which magnifies the impact that Chinese consumers have on the sector.
    | Apr. 15, 2013, 1:29 PM
  • Apr. 15, 2013, 6:52 AM

    China retail sales rose 12.6% Y/Y in Q1 to 5.5451T yuan ($887.22B), according to government data. The pace of growth was a slight improvement over last month's mark and slightly beat estimates but a crackdown on corruption appears to be having an impact on luxury spending and could affect companies in the sector. On watch: EL, RL, COH, KORS, WRC, LVMHF.PK, GUCG.PK.

    | Apr. 15, 2013, 6:52 AM
  • Mar. 27, 2013, 8:39 AM

    Has the rally in consumer staples (XLP) stocks run its course? A group of large well-known defensive stocks have been on the offensive in 2013 with all-time highs falling left and right to stretch some valuations beyond historic norms. Though upgrades on the sector are still piling in, skeptics are advising investors to tread carefully. On watch: PG, CLX, KO, K, GIS, CL, BUD, EL.

    | Mar. 27, 2013, 8:39 AM | 3 Comments
  • Mar. 22, 2013, 9:05 AM

    An improved outlook from Tiffany (TIF) on sales in Asia follows upbeat projections from other high-end sellers such as Swatch and Coach for the region. Following a familiar pattern of other global luxury sellers, a high percentage of Tiffany's new stores are planned for Asia. Asia luxury watch: Prada, Louis Vuitton (LVMUY.PK), Coach (COH), Ralph Lauren (RL), Michael Kors (KORS), Swatch (SWGAY.PK), Burberry (BURBY.PK), Estee Lauder (EL).

    | Mar. 22, 2013, 9:05 AM | 1 Comment
  • Mar. 19, 2013, 9:09 AM

    The outlook for luxury spending in China looks promising, according to analysts. While the pace of luxury retail sales growth slipped in China from 2011 to 2012, the forecast for 2013 is for solid gains again. Chinese tourists taking advantage of a weak euro is also a factor. Luxury stocks to watch: Prada, Louis Vuitton (LVMUY.PK), Coach (COH), Ralph Lauren (RL), Michael Kors (KORS), Swatch (SWGAY.PK), Burberry (BURBY.PK), Estee Lauder (EL).

    | Mar. 19, 2013, 9:09 AM
  • Mar. 15, 2013, 7:05 PM

    Morgan Stanley selects 20 stocks for the long term, based on "competitive advantages, business model, pricing power, cost efficiency and growth": AMZN, AMT, BLK, CPN, CP, CVX, COST, EL, GILD, HON, JPM, LTD, MON, NWSA, PM, RPM, SBUX, SYMC, TMO, WMB.

    | Mar. 15, 2013, 7:05 PM | 13 Comments
  • Mar. 14, 2013, 3:55 PM

    Estee Lauder (EL +0.2%) makes Morgan Stanley's list of "20 for 2016" stocks which have differentiated business models. The take on the cosmetics company is that its high-growth, low-demand elasticity beauty product categories will drive long-term revenue and profit gains. The near future will also see Estee Lauder increase penetration in key emerging markets.

    | Mar. 14, 2013, 3:55 PM
  • Mar. 11, 2013, 9:06 AM
    China retail sales grew 12.3% in the January to February period, below the estimate of analysts which called for a 13.8% gain. The downtick could be one of the first signs that a government crackdown on lavish spending by government bigwigs may actually register on the sales needle. On watch: EL, RL, COH, KORS, WRC, LVMHF.PK, GUCG.PK.
    | Mar. 11, 2013, 9:06 AM | 1 Comment
  • Mar. 7, 2013, 10:40 AM

    China-based fund manager Scilla Huang-Sun thinks luxury brands in China can hold their own as the number of millionaires in the region continues to rise despite whether or not the nation's overall growth rate is in the single digits. Though the ride is sure to be bumpy, high-end sellers with a strong brand should prosper. Her favorite sector pick is Prada. Others to watch in China: Swatch (SWGAY.PK), Estee Lauder (EL +0.1%), Richemont (CFRUY.PK), Michaek Kors (KORS -2.3%), Coach (COH -0.8%), Ralph Lauren (RL +0.6%), Burberry (BURBY.PK).

    | Mar. 7, 2013, 10:40 AM
  • Mar. 4, 2013, 9:22 AM
    Luxury retailers see a nice bit of news out of Hong Kong with word that retail sales in the region grew at a double-digit pace in January despite the shift of the Chinese New Year this year to February - making the month a tough comp. Potential Hong Kong sales boosts: RL, EL, TIF, COH
    | Mar. 4, 2013, 9:22 AM
  • Feb. 25, 2013, 11:09 AM

    Consumers are clipping coupons at a higher rate than anytime since the 2007 recession, according to tracking from The biggest amount of activity has been seen in the food categories (CPB, KRFT, CAG, PEP) of soup, cheese, rice, and pasta - although personal care and beauty items (PG, AVP, EL, UL, CL) are also in focus.

    | Feb. 25, 2013, 11:09 AM | 8 Comments
  • Feb. 11, 2013, 2:03 PM

    Competitive online retailers take a toll on cosmetics industry heavyweights in China as lower Internet prices on items draws in consumers. Avon (AVP +2.8%) saw sales sink 31% in the nation during the last quarter, while Sephora (LVMHF.PK) had to close stores due to losses. Though it's a bitter disappointment for many companies hoping to see the $24B Chinese cosmetics market be a driver for growth, a few firms such as Estee Lauder (EL -1.7%) and Procter & Gamble (PG +0.1%) have made smart online plays in China.

    | Feb. 11, 2013, 2:03 PM
  • Feb. 5, 2013, 8:01 AM

    More on Estee Lauder's (EL) FQ2: The company realized consistent growth across regions, led by a 11% rise in Asia/Pacific. A surge of orders in advance of the implementation of SAP at certain locations pulled sales forward into the quarter. Operating margins rose 50 bps during the period as the impact of cost initiatives was felt. Sales growth of 3% to 4% for FQ3 is forecast. EL +1.6% premarket. (PR)

    | Feb. 5, 2013, 8:01 AM
  • Feb. 5, 2013, 7:56 AM
    Estee Lauder Companies Inc (EL) declares $0.18/share quarterly dividend, in line with previous. Forward yield 1.18%. For shareholders of record Feb. 28. Payable Mar. 15. Ex-div date Feb. 26. (PR)
    | Feb. 5, 2013, 7:56 AM
  • Feb. 5, 2013, 7:39 AM
    Estee Lauder (EL): FQ2 EPS of $1.16 beats by $0.11. Revenue of $2.93B beats by $0.03B. (PR)
    | Feb. 5, 2013, 7:39 AM
Company Description
The Estee Lauder Companies Inc is engaged in the manufacturing & marketing skin care, makeup, fragrance and hair care products.