Estée Lauder Companies (The) (EL)
Consumer Staples · Prestige beauty and cosmetics
A prestige beauty conglomerate struggling to stabilize margins while navigating restructuring and shifting consumer demand across skincare, cosmetics, and fragrance.
What Estée Lauder Companies (The) does
Estée Lauder Companies is a leading manufacturer and marketer of prestige beauty products sold globally under multiple brand portfolios including skincare, color cosmetics, fragrance, and hair care. The company operates through a multi-brand strategy with iconic brands serving consumers across diverse price points and categories. It distributes products through department stores, specialty retailers, e-commerce, and directly-operated stores worldwide. The company has undertaken significant restructuring initiatives and faced operational challenges including margin compression and one-time charges.
Themes: ["Prestige beauty / luxury cosmetics"]
Fundamentals
- Price$81.99 as of 2026-07-09 close
- Market cap$29.7B as of 2026-07-10
- 1-year return-5.3% as of 2026-07-09 close
- Net margin-1.7% as of 2026-07-10
- Gross margin+74.7% as of 2026-07-10
- ROE-6.3% as of 2026-07-10
- Debt / equity1.83 as of 2026-07-10
- Revenue growth (YoY)+0.3% as of 2026-07-10
- Revenue CAGR (3y)-6.9% SEC XBRL
- Beta1.24 as of 2026-07-10
Dividend: yield +1.7%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Ongoing negative net margins and operational losses (net loss $587M in prior year; currently marginally profitable despite revenue growth of 0.3% YoY) with restructuring charges of $224-520M impacting near-term profitability."]
Competitors & peers
- LVMH Moët Hennessy Louis Vuitton (luxury beauty division)
- Coty (KOT)
- Unilever beauty and personal care division
- Shiseido
- L'Oréal
- Procter & Gamble beauty brands (Olay, SK-II)
- Revlon (REV)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.