The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools. The company also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps; and hair care products, including shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services. It offers its products under the Estée Lauder, Clinique, Origins, M·A·C, Bobbi Brown Cosmetics, La Mer, Aveda, Jo Malone London, TOM FORD, Too Faced, Dr.Jart+, and The Ordinary brands. The company sells its products through department stores, specialty-multi retailers, upscale perfumeries and pharmacies, and salons and spas; freestanding stores; its own and authorized retailer websites; third-party online malls; stores in airports; and duty-free locations. The Estée Lauder Companies Inc. was founded in 1946 and is headquartered in New York, New York.
Market Headwinds | Estée Lauder faces challenges in China and travel retail, leading to revenue decline and conservative guidance for fiscal year 2025 |
Strategic Adaptation | Explore Estée Lauder's profit recovery plan targeting $1.1-1.4 billion in savings and its focus on dermatologist-recommended skincare products |
Leadership Transition | CEO Fabrizio Freda's planned retirement in 2025 brings potential for fresh strategic direction amid market uncertainties |
Analyst Perspectives | Price targets range from $70 to $131, reflecting diverse views on Estée Lauder's recovery potential and future performance |
Metrics to compare | EL | Sector Sector - Average of metrics from a broad group of related Consumer Non-Cyclicals sector companies | Relationship RelationshipELPeersSector | |
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P/E Ratio | −30.1x | −19.7x | 11.6x | |
PEG Ratio | 0.12 | −0.79 | 0.03 | |
Price/Book | 5.1x | 2.0x | 1.5x | |
Price / LTM Sales | 1.4x | 1.7x | 0.9x | |
Upside (Analyst Target) | 14.3% | 45.7% | 19.3% | |
Fair Value Upside | Unlock | 5.6% | 10.9% | Unlock |