PG is Estée Lauder's competitor in the Personal Care Products sector that offers:
EL's Skin Care sales rise 6% in Q2, fueled by China strength, innovation and tighter inventory.
After a stellar performance in 2025, Estée Lauder's stock does not appear to be overvalued. A choppy business recovery is to be expected, but this should not dissuade long-term investors. The stock's high market risk should be taken into account, as the equity market poses a threat for high-beta stocks.
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.
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.
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.
Estée Lauder has warned that new and higher tariffs will shave about $100 million off its profits this year.
Estée Lauder's latest forecast wasn't a winning look.
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.
EL beats fiscal second-quarter earnings and sales estimates as Beauty Reimagined gains traction, lifting fiscal 2026 guidance.
The Estée Lauder Companies Inc. (EL) Q2 2026 Earnings Call Transcript
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.