The Estée Lauder Companies Inc. (EL)
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Estee Lauder's potential merger with Puig seen as transformational move
Published: March 25, 2026 by: Proactive Investors
Sentiment: Positive
Bank of America highlighted the potential merger between Estee Lauder Companies Inc (NYSE:EL, XETRA:ELAA) and Spanish beauty group Puig as a transformational move that could reshape Estee Lauder's growth story. “A merger with Puig would completely change the Estee Lauder equity story from one which was driven by its Beauty Reimagined turnaround plan to transformational M&A driving more balanced geographic and category exposure at scale,” the bank's analysts wrote in a note.
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Estee Lauder's bet on Puig is bold fragrance play in a volatile world
Published: March 24, 2026 by: Reuters
Sentiment: Neutral
Estee Lauder's potential combination with Puig Brands would put it in a direct fight with sector leader L'Oreal's premium fragrances, but could complicate the U.S. company's turnaround plans just as the Iran war clouds the outlook for travel retail.
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Estée Lauder shares drop after confirming Puig deal talks
Published: March 24, 2026 by: Proactive Investors
Sentiment: Negative
Estee Lauder Companies Inc (NYSE:EL, XETRA:ELAA) has confirmed it is in discussions regarding a potential business combination with Spanish fashion and beauty company Puig, as the companies explore a possible merger of their operations. In a statement on Monday, Estée Lauder said no final decision has been made, and no agreement has been reached.
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3 Cosmetics Stocks Showing Resilience Amid Market Headwinds
Published: March 23, 2026 by: Zacks Investment Research
Sentiment: Positive
EL, ELF and EWCZ are navigating rising costs and shifting consumer demand through innovation, digital expansion and strategic initiatives.
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Why Pick P&G Over Estée Lauder Stock?
Published: March 02, 2026 by: Forbes
Sentiment: Neutral
PG is Estée Lauder's competitor in the Personal Care Products sector that offers:
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Estee Lauder's Skin Care Sales Rise 6%: Are More Gains Ahead?
Published: February 27, 2026 by: Zacks Investment Research
Sentiment: Positive
EL's Skin Care sales rise 6% in Q2, fueled by China strength, innovation and tighter inventory.
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Beauty & Cosmetics Growth Story: Radiant Stocks You Should Watch
Published: February 20, 2026 by: Zacks Investment Research
Sentiment: Positive
As the beauty and cosmetics industry balances resilience with innovation, IPAR, EL and ELF stand out for their brand strength and strategic execution.
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Estee Lauder Posts a Higher Gross Margin Despite Tariff Pressures
Published: February 17, 2026 by: Zacks Investment Research
Sentiment: Positive
EL expands the second-quarter fiscal 2026 gross margin by 40 basis points to 76.5% as PRGP savings and tighter inventory help offset tariff pressure.
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Halper Sadeh LLC Encourages the Estee Lauder Companies, Inc. Shareholders to Contact the Firm to Discuss Their Rights
Published: February 12, 2026 by: GlobeNewsWire
Sentiment: Neutral
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
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Estee Lauder sues Walmart alleging 'despicable' sale of counterfeit beauty products
Published: February 10, 2026 by: CNBC
Sentiment: Negative
Estee Lauder sued Walmart over allegations it had counterfeit La Mer, Le Labo, Clinique, Aveda and Tom Ford beauty products listed on its online marketplace. While the products were sold by third-party sellers, Estee Lauder alleged Walmart played an active role facilitating those sales to shoppers, calling its conduct "despicable.
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5 Consumer Staples Giants to Buy Amid the Sector's Strong Momentum
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive
Consumer staples are surging in 2026 as investors rotate to value, lifting XLP 13.2% YTD and spotlighting EL, HSY, KMB, MNST and NYT with renewed momentum.
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Should You Cut Your Position In Estee Lauder Stock?
Published: February 06, 2026 by: Forbes
Sentiment: Negative
The stock of Estee Lauder Companies (EL) has decreased by 19% over the past day and is now priced at $96.66. The company's latest earnings report sharply disappointed investors.
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The China Secret That's Making Smart Money Load Up on Estee Lauder While Everyone Else Runs for the Exit
Published: February 05, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Estée Lauder delivered a mixed quarter, beating earnings expectations while revenue met estimates.
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Estee Lauder: Valuation Premium Is Unjustified
Published: February 05, 2026 by: Seeking Alpha
Sentiment: Positive
Estee Lauder delivered a Q2 earnings beat but issued a cautious outlook, triggering a double-digit share price drop. EL's recovery is underway, with margin expansion and strong China growth, yet organic growth remains sub-4% and U.S. sales are flat. Restructuring is progressing, yielding cost savings and improved free cash flow, but near-term capital returns are unlikely until completion.
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Estee Lauder Q2 Earnings Beat Estimates, 2026 Guidance Raised
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive
EL beats fiscal second-quarter earnings and sales estimates as Beauty Reimagined gains traction, lifting fiscal 2026 guidance.
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The Estée Lauder Companies Inc. (EL) Q2 2026 Earnings Call Transcript
Published: February 05, 2026 by: Seeking Alpha
Sentiment: Neutral
The Estée Lauder Companies Inc. (EL) Q2 2026 Earnings Call Transcript
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Estée Lauder expects $100 million in tariff headwinds to its full-year profitability
Published: February 05, 2026 by: CNBC
Sentiment: Negative
Estée Lauder said in its second-quarter earnings report that it's expecting its full-year profitability to take a $100 million hit from tariff impacts. The company said its weighing additional strategies to offset costs, including "potential pricing actions.
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Compared to Estimates, Estee Lauder (EL) Q2 Earnings: A Look at Key Metrics
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Neutral
While the top- and bottom-line numbers for Estee Lauder (EL) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
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Consumer Staples Earnings to Watch This Week: EL, NWL, HSY, COTY, PM
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Neutral
As Consumer Staples earnings roll in, profit pressure, margin strain and inflation-weary consumers are driving a renewed focus on pricing and efficiency.
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Unveiling Estee Lauder (EL) Q2 Outlook: Wall Street Estimates for Key Metrics
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive
Beyond analysts' top-and-bottom-line estimates for Estee Lauder (EL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
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4 Consumer Staple Picks With the Right Setup to Top Earnings Estimates
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive
Consumer staple players, including HSY, EL, CELH and MNST, show the right setup to beat earnings, as resilient demand, pricing discipline and easing cost pressures support results.
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Is Estee Lauder Stock Worth Buying Ahead of Q2 Earnings Release?
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive
EL's second-quarter results are likely to reflect stronger retail trends and margin expansion, despite ongoing challenges in certain markets.
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Estee Lauder (EL) Reports Next Week: Wall Street Expects Earnings Growth
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive
Estee Lauder (EL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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EL vs. ELF: Which Beauty Stock Is the Better Investment Right Now?
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive
EL and ELF highlight beauty's split path, with a prestige turnaround and margin recovery facing a value-driven, digital-first growth model.
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Can Innovation Unlock Sustained Category Growth for Estee Lauder?
Published: January 28, 2026 by: Zacks Investment Research
Sentiment: Positive
EL is accelerating innovation with faster product development, fueling fragrance growth and targeted launches across beauty categories.
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These 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radar
Published: January 26, 2026 by: Zacks Investment Research
Sentiment: Positive
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
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These 2 Consumer Staples Stocks Could Beat Earnings: Why They Should Be on Your Radar
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
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Is The Estee Lauder Companies (EL) Outperforming Other Consumer Staples Stocks This Year?
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive
Here is how Estee Lauder (EL) and National Vision (EYE) have performed compared to their sector so far this year.
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Estee Lauder sued by beauty tech startup for alleged theft
Published: January 20, 2026 by: Reuters
Sentiment: Negative
Estee Lauder was sued by a self-described "disruptive" startup that accused the cosmetics giant of effectively putting it out of business by stealing technology to boost sales from jet-setting travelers in hotels.
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Is Estee Lauder's Skin Care Still a Structural Headwind?
Published: January 19, 2026 by: Zacks Investment Research
Sentiment: Positive
EL's skin care shows early signs of improvement in the fiscal first quarter, with sales growth and share gains helping offset ongoing pressures.
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About The Estée Lauder Companies Inc. (EL)
- IPO Date 1995-11-17
- Website https://www.elcompanies.com
- Industry Household & Personal Products
- CEO Stephane de la Faverie
- Employees 57000