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The Estée Lauder Companies Inc. (EL)

  • Oct. 29, 2013, 1:48 PM
    • Luxury goods sales will rise 6% this year in constant exchange rates to top last year's mark of 5%, estimates Bain.
    • A maturing market in China has been offset in part by strong luxury trends in Malaysia and Indonesia.
    • Global ultra high-end retailers: Prada, Louis Vuitton (LVMUY), Coach (COH), Ralph Lauren (RL), Michael Kors (KORS), Gucci Group (GUCG), Swatch (SWGAY), Burberry (BURBY), Estee Lauder (EL), Hermes (HESAF), Richemont (CFRUY).
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  • Sep. 24, 2013, 2:34 PM
    • The beauty market in Brazil is a target of more global companies as a strong track record of double-digit growth has pushed sales to over $42B - the third highest tally in the world behind only the U.S. and Japan.
    • Sellers in Brazil see men's products as the next boom for beauty, with the gender in the nation more willing to spend than in other places.
    • Related stocks: L'Oreal (LRLCF.PK), Estee Lauder (EL), Procter & Gamble (PG), Avon Products (AVP), Revlon (REV).
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  • Sep. 12, 2013, 4:54 PM
    • Estee Lauder (EL) enjoyed a strong session Thursday, rising around 1% after Stifel became the second sell-side voice this week to call the retailer's guidance "conservative."
    • The company's operating margins can hit 18-19% by 2016, Stifel thinks, well above EL's own estimate of 16.5%.
    • On Monday, Citi upgraded the shares to Buy, as analyst Wendy Nicholson said the stock's relative underperformance was unwarranted.
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  • Sep. 9, 2013, 12:29 PM
    • Estee Lauder (EL +1.8%) gets a lift from an upgrade to Buy from Neutral at Citi.
    • Analyst Wendy Nicholson believes the company's guidance may be conservative and thinks underperformance relative to peers is unwarranted.
    • Price target hiked to $78 from $75.
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  • Aug. 29, 2013, 8:57 AM
    • Retail analyst Rahul Sharma notes the sluggish quarter turned in by Campbell Soup reinforces just how important it is for consumer staples companies to have a presence in emerging markets to find growth despite the concerns over reaching out too far.
    • Unilever (UL), Colgate-Palmolive (CL), Procter & Gamble (PG), and Estee Lauder (EL) come to mind.
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  • Aug. 15, 2013, 12:05 PM
    • After slipping briefly in the premarket following a slight earnings beat, in line revenue, and a below consensus FY14 profit outlook, shares of Estee Lauder (EL +4.7%) have found their footing.
    • Cramer had the following to say about the shares earlier today: "Sell to rich people, you do well."
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  • Aug. 15, 2013, 7:42 AM
    • Estee Lauder (EL) FQ4 product sales growth: Skin Care +6%; Makeup +5%; Fragrance +3%; Hair Care +6%.
    • The company sees FY14 EPS of $2.74-$2.87 vs. $2.94 consensus. (PR)
    • EL -2.1% premarket.
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  • Aug. 15, 2013, 7:35 AM
    • Estee Lauder (EL): FQ4 EPS of $0.24 beats by $0.03.
    • Revenue of $2.41B (+7% Y/Y) in-line. (PR)
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  • Aug. 15, 2013, 12:05 AM
  • Aug. 14, 2013, 5:30 PM
  • Aug. 8, 2013, 7:45 PM
  • Jul. 31, 2013, 3:07 PM
    • Estee Lauder (EL +0.8%) will introduce some of its higher-end brands in sub-Saharan Africa this year in an effort to meet increasing demand from the middle class in the region.
    • The company plans to introduce Clinique and MAC in the capital cities of over 8 nations while it build out infrastructure for an even bigger rollout.
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  • Jul. 9, 2013, 9:26 AM
    Shares of Estee Lauder (EL) slip 1% premarket after CLSA downgrades the company to Underperform from Outperform. Earlier this year, the investment firm had Estee Lauder slotted at a Buy rating, but increased competition in emerging markets has cooled the outlook on the cosmetics manufacturer.
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  • Jun. 27, 2013, 2:10 PM
    Chanel, Estee Lauder (EL +1.3%), and Louis Vuitton (LVMUY.PK) stand at the top of the list of the most sought-after luxury brands in China, according to the 2013 edition of the World Luxury Index China. The success of certain brands in China and Hong Kong is far from accidental and could be tied to clever marketing. A simple move by Louis Vuitton to brand itself as "LV" in China is one example. (slideshow)
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  • May 2, 2013, 2:59 PM
    Estee Lauder Companies Inc (EL) declares $0.18/share quarterly dividend, in line with previous. Forward yield 1.03%. For shareholders of record May 17. Payable May 31. Ex-div date May 15. (PR)
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  • May 2, 2013, 9:20 AM
    Estee Lauder (EL): Q1 EPS of $0.45 beats by $0.12. Revenue of $2.29B misses by $0.04B. Shares -3.9% premarket. (PR)
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Company Description
The Estee Lauder Companies Incis engaged in the manufacturing & marketing skin care, makeup, fragrance and hair care products.