Tue, Aug. 18, 7:06 AM
- Telsey upgrades Estee Lauder (NYSE:EL) to an Outperform rating after having the company set at Market Perform.
- The investment firm is jumping in on the personal care manufacturer on a valuation play after Estee Lauder shares fell 6.8% following earnings.
- Previously: Estée Lauder beats by $0.06, misses on revenue (Aug. 17 2015)
- Previously: More on Estee Lauder's FQ4 (Aug. 17 2015)
Mon, Aug. 17, 8:06 AM
- Estee Lauder (NYSE:EL) reports net sales rose 7% on a constant currency basis in FQ4.
- Revenue by geography: The Americas: -1% to $1.09B; EMEA: -13% to $982.4M; Asia/Pacific: -7% to $454.3M.
- Revenue by segment: Skin Care -16% to $1.01B; Makeup -4% to $1.02B; Fragrance +9% to $336.1M; Hair Care +4% to $139.8M; Other +6% to $12M.
- Gross margin rate increased 30 bps to 80.7%.
- Adjusted operating margin rate fell 80 bps to 9.1%.
- FQ1 2016 Guidance: Net sales: +13% to +14% (on a constant currency basis); Diluted EPS: $0.66 to $0.69.
- FY2016 Guidance: Net sales: +8% to +10% (on a constant currency basis); Diluted EPS: $3.10 to $3.17.
Tue, May 5, 8:56 AM
- Estee Lauder (NYSE:EL) reports net sales rose 8% on a constant currency basis in FQ3.
- The Americas revenue grew 4% to $1.11B.
- Segment revenue growth: Skin Care -3% to $1.10B; Makeup +7% to $1.08B; Fragrance -3% to $263.2M; Hair Care +4% to $125.6M.
- Gross margin +10 bps to 80.5%.
- Operating margin +200 bps to 15.4%.
- Adjusted operating margin +70 bps to 15.6%.
- FY2015 Guidance: Net sales: +6% to +7% (on a constant currency basis); Adjusted EPS: $2.92 to $2.97; GAAP EPS: $2.70 to $2.75.
- EL +5.34% premarket
Tue, May 5, 7:40 AM
Mon, Mar. 23, 10:36 AM
- Personal care stocks are in favor in early action.
- The sector has been one of the hardest hit this year from the impact of the strong U.S. dollar.
- Beauty product companies on the move today include Nu Skin (NUS +5.1%), Coty (COTY +3.3%), Avon Products (AVP +2.8%), Revlon (REV +1.4%), Estee Lauder (EL +0.3%), and Elizabeth Arden (RDEN +2.6%).
Fri, Feb. 13, 12:03 PM
- Select luxury stocks are out-performing market averages.
- A couple of analyst upgrades this week and some volume gains for global sellers against F/X headwinds have helped to lift sentiment.
- Gainers: Michael Kors (NYSE:KORS) +2.2%, Coach (NYSE:COH) +1.1%, Estee Lauder (NYSE:EL) +1.5%, Tumi Holdings (NYSE:TUMI) +1.8%, Avond Products (NYSE:AVP) +3.7%, Revlon (NYSE:REV) +1.1%,
Thu, Feb. 5, 10:36 AM
- The beauty sector is having a solid day after Coty and Estee Lauder both top profit estimates.
- Solid holiday sales helped take some of the sting off of a tough foreign currency translation environment.
- The color cosmetics category out-performed during the period.
- Gainers: Coty (NYSE:COTY) +8.3%, Elizabeth Arden (NASDAQ:RDEN) +3.5%, Inter Parfums (NASDAQ:IPAR) +1.0%, Estee Lauder (NYSE:EL) +6.7%, Revlon (NYSE:REV) +1.2%, Ulta Salon (NASDAQ:ULTA) +1.0%.
Thu, Feb. 5, 8:14 AM
- Shares of Estee Lauder (NYSE:EL) trade lower after the company issues weak profit guidance.
- The outlook for 2015 EPS is $2.72-$2.80 vs. $2.83 consensus.
- Foreign currency translation is expected to impact sales by 4% this year.
- Previously: Estée Lauder beats by $0.08, beats on revenue
- EL -3.5% premarket.
Fri, Jan. 9, 11:04 AM
- Another tough day for luxury retail stocks as more concerns on pricing trends build up.
- Consulting firm Bain isn't helping sentiment, noting the luxury sector in China showed negative growth (-1%) for the first time in 2014. An ongoing crackdown by Beijing on corruption is in the background.
- Michael Kors (KORS -1.7%), Ralph Lauren (RL -2%), Kate Spade (KATE -3.2%), Fossil (FOSL -1%), Vera Bradley (VRA -2%), and Coach (COH -2.2%) are all under-performing market averages.
- Related stocks: OTCPK:LVMUY, OTC:GUCG, OTCPK:SWGAY, OTCPK:BURBY, EL, RDEN, OTCPK:HESAF, OTCPK:CFRUY, TIF.
- Related ETFs: PEJ.
May 2, 2014, 7:54 AM
- A strong quarter by Estee Lauder (EL) is impressing retail analysts after peers failed to match its broad sales gains across regions and categories.
- The company even managed to grow sales by 5% in the U.S. where many consumer product sellers cried about the impact of the snow and ice.
- Rahul Sharma notes the Estee Lauder's FY14 EPS guide of $2.86-$2.90 vs. $2.87 consensus is tempered as usual.
- EL +2.5% premarket
May 2, 2014, 7:46 AM| Comment!
Feb. 5, 2014, 2:46 PM| Comment!
Jan. 17, 2014, 8:05 AM
- Shares of Elizabeth Arden (RDEN) extend their AH loss, now down 22.6% premarket, kicked up after the company issued a harsh warning on sales and profits.
- Sales in North America fell abruptly over the course of the second half of the year, while in global markets, Elizabeth Arden only saw a minor dip.
- Peer watch: Revlon (REV) -1.6%, Avon Products (AVP) -2.4%, Estee Lauder (EL) -1.1%.
Sep. 9, 2013, 12:29 PM
Aug. 15, 2013, 12:05 PM| Comment!
Aug. 15, 2013, 7:42 AM
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