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The Estée Lauder Companies Inc. (EL)

- NYSE
  • 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.
    | 1 Comment
  • 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
    | 2 Comments
  • May. 2, 2014, 7:46 AM
    • Estee Lauder (EL) reports it saw broad global demand for its products in FQ3.
    • Revenue by product: Skin Care +12% to $1.13B; Makeup +10% to $1.02B; Fragrance +16% to $271M; Hair Care +4% to $121M.
    • The company's gross margin rate slipped 30 bps to 80.4% during the period.
    • EL +2.5% premarket
    | Comment!
  • Feb. 5, 2014, 2:46 PM
    • Estee Lauder (EL -5.4%) trades lower despite beating estimates with its FQ2 results after the company's guidance comes in a tad weak.
    • Overall, Estee Lauder fared better than some peers in emerging markets.
    • Reaction: Citigroup thinks the sell-off is overdone and recommends buying on the dip.
    | 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%.
    | Comment!
  • 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.
    | Comment!
  • 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."
    | Comment!
  • 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.
    | Comment!
  • 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)
    | Comment!
  • Nov. 1, 2012, 7:40 AM
    Estee Lauder (EL): FQ1 EPS of $0.79 beats by $0.02. Revenue of $2.55B in-line. Shares -1.4% premarket.
    | Comment!
  • Aug. 14, 2012, 9:10 AM
    Premarket gainers: VELT +16%. KORS +11%. PPHM +10%. EL +7%.
    Losers: ENVI -46%. GRPN -21%. CRH -7%.
    | Comment!
  • May. 4, 2012, 8:07 AM
    Estee Lauder (EL): FQ3 EPS of $0.38 beats by $0.05. Revenue of $2.25B (+3.7% Y/Y) in-line. Shares -4.7% premarket. (PR)
    | Comment!
  • Mar. 16, 2012, 10:43 AM
    Caris takes its rating on Estee Lauder (EL -1.8%) down to Above Average from Buy on a valuation call after the cosmetics company etched out an all-time high of $63.91 yesterday.
    | Comment!
  • Feb. 13, 2012, 1:54 PM
    Obagi Medical (OMPI +3.6%) trades higher on positive comments out of Cantor this morning. The firm says that recent data points from Allergan (AGN +1%) and Estee Lauder (EL -1.4%) support its view that the skin care products manufacturer will beat Q4 EPS estimates.
    | Comment!
  • Feb. 3, 2012, 2:01 PM
    Estee Lauder (EL -3.6%) heads lower after delivering mixed FQ2 results and guiding for FY12 EPS of $2.16-$2.23, below a $2.26 consensus. A significant ramp in ad spending leads Estee to guide for FQ3 EPS of just $0.28-$0.32, well below a $0.41 consensus. However, the company notes strong demand from wealthy U.S. consumers is propping up sales, and offsetting weak Euro demand.
    | Comment!
  • Feb. 3, 2012, 7:35 AM
    Estee Lauder (EL): FQ2 EPS of $1.01 in-line. Revenue of $2.74B (+10% Y/Y) misses by $10M. Shares +1.9% premarket. (PR)
    | Comment!
EL vs. ETF Alternatives
Company Description
Estee Lauder Cos Inc is engaged in manufacturing & marketing skin care, makeup, fragrance and hair care products.