The Estée Lauder Companies (1ELX) Stock Price & Analysis
1ELX Stock Chart & Stats
- Day’s Range
- EUR 93.70 - EUR 94.86
- 52-Week Range
- EUR 37.00 - EUR 147.00
- Previous Close
- EUR 97.02
- Volume
- N/A
- Average Volume (3M)
- 39
- Market Cap
- EUR 33.77B
- Enterprise Value
- EUR 39.97B
- Total Cash (Recent Filing)
- EUR 3.20B
- Total Debt (Recent Filing)
- EUR 9.20B
- Price to Earnings (P/E)
- 103.3
- Beta
- 0.88
- Next Earnings
- Feb 03, 2027 (Est.)
- EPS Estimate
- 1.08
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.28%
Bulls Say, Bears Say
Bulls Say
Raised Growth And Margin Outlook
Higher organic growth and margin guidance indicates improving execution across the portfolio and greater confidence in the recovery plan. If delivered, stronger sales productivity and operating leverage should support more durable earnings and cash-flow improvement over the next several quarters.
Strong Gross Margin And Pricing Power
A gross margin near 76% reflects the economic value of Estée Lauder’s prestige brands and provides meaningful capacity to fund innovation and marketing. Pricing, procurement, and efficiency gains also offer a foundation for margin sustainability if consumer demand remains resilient.
China Share Gains And Brand Momentum
Repeated share gains in Mainland China demonstrate improving competitiveness in a strategically important prestige beauty market rather than a single-quarter rebound. Broad brand participation and growth across skincare, makeup, and fragrance increase the potential for durable regional recovery.
Bears Say
High Leverage
Heavy leverage reduces financial flexibility and leaves less capacity to absorb weaker operating conditions or fund strategic investments internally. It also increases the importance of sustained cash generation, since a downturn could place greater pressure on debt servicing and capital allocation.
Thin And Volatile Net Profitability
Low net profitability leaves limited protection against higher expenses, weaker demand, or execution setbacks, even with strong gross margins. The substantial decline from prior-cycle margins indicates that restoring durable cost leverage remains necessary before earnings quality can be considered consistently strong.
Aveda Operational Disruption
Aveda’s logistics problems can constrain product availability, delay sales recovery, and weaken execution in an established hair-care brand. Although The Ordinary’s growth partly offsets the impact, a prolonged disruption could limit category momentum and complicate the broader profitability recovery.
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The Estée Lauder Companies Stock Smart Score
Company Description
The Estée Lauder Companies
The Estée Lauder Companies Inc. is a global entity dedicated to the development, marketing, and sale of a diverse range of premium beauty and personal care items worldwide. Its extensive product catalog encompasses numerous offerings across four primary categories. For skin care, it provides moisturizers, serums, cleansers, toners, body treatments, exfoliants, acne and oil control solutions, facial masks, specialized cleansing devices, and sun protection. In makeup, consumers can find lipsticks, glosses, mascaras, foundations, eyeshadows, nail polishes, powders, compacts, brushes, and various other cosmetic tools. The fragrance segment includes eau de parfum sprays, colognes, scented lotions, powders, creams, candles, and soaps. Lastly, its hair care selection features shampoos, conditioners, styling aids, treatments, finishing sprays, and hair color products. Beyond these, the company also offers ancillary products and services. Estée Lauder boasts an impressive portfolio of owned brands, such as Clinique, M·A·C, Aveda, La Mer, Jo Malone London, and The Ordinary, among many others. Furthermore, it operates under license agreements for notable fashion labels including Tommy Hilfiger and Michael Kors. These products are distributed globally through a broad network of retail channels, comprising high-end department stores, specialty multi-brand retailers, luxury perfumeries and pharmacies, salons and spas, exclusive freestanding stores, its own and authorized online platforms, major third-party e-commerce sites, airport retail locations, and in-flight and duty-free concessions. Established in 1946, the company maintains its corporate headquarters in New York, New York.
- Sector
- Consumerdefensive
- Industry
- Household & Personal Products
- CEO
- Stephane de la Faverie
- Employees
- 41,800
- Website
- www.elcompanies.com
- Address
- 767 Fifth Avenue, New York City, NY, 10153, US
The Estée Lauder Companies (1ELX) Earnings & Revenues
1ELX Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Management reported broad-based organic sales growth, significant margin and EPS expansion, market share gains, improved cash productivity and raised fiscal 2027 guidance. The main challenges were expected second-half moderation from innovation phasing and Travel Retail comparisons, Aveda supply chain issues, unresolved U.S. value share recovery, and ongoing geopolitical, commodity and freight uncertainties.
View all IT:1ELX earnings summaries1ELX Net sales Breakdown
- 48.76% Skin Care
- 28.41% Makeup
- 18.47% Fragrance
- 3.75% Hair Care
- 0.68% Other
- -0.08% Returns associated with restructuring and other activities
1ELX Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 12 | 5 | 5 |
| Technical Analysis | 4 | 5 | 1 |
| Moving Averages | 8 | 0 | 4 |
