Michael Burry, the hedge fund manager made famous by his contrarian bets during the 2008 financial crisis and portrayed in The Big Short , has taken an unorthodox approach to 2025.
Estee Lauder (EL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Estée Lauder is reportedly embarking on a new online retail push to reinvigorate slumping sales. That's according to a report Wednesday (July 16) by The Wall Street Journal (WSJ), which includes an interview with the beauty brand's new CEO, Stéphane de La Faverie.
Shares of Estee Lauder Companies Inc (NYSE:EL, ETR:ELAA) rose 6.5% on Thursday after Bank of America reinstated coverage of the beauty giant with a “Buy” rating and a $110 price objective, implying a 30% upside from current levels. The brokerage cited growing confidence in Estee Lauder's “Beauty Reimagined” turnaround plan, forecasting 4% annual revenue growth through fiscal 2027 and a 430 basis-point improvement in operating margin to 12%.
JBL, NEM, HEI, ROK and EL are riding strong Q3 momentum after U.S. stocks posted their best quarter in over a year.
GRPN, EL and MSBHF made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 2, 2025.
EL, SVNDY and LGRDY made it to the Zacks Rank #1 (Strong Buy) income stocks list on July 2, 2025.
Estée Lauder's turnaround is real: management is cutting costs, fixing past mistakes, and shifting aggressively to digital and direct-to-consumer channels. The China and travel retail overexposure is being addressed, with a focus on healthier, more sustainable sales models and less reliance on inventory dumping. Restructuring is purposeful, targeting $1B in annual savings by 2027 and reinvesting in innovation, supply chain flexibility, and faster product cycles.
Estée Lauder's stock continues its descent as uncertainty around trade negotiations persists. While investors should not anticipate smooth sailing ahead, the odds are stacked in favor of long-term investors. EL stock is priced very conservatively in relation to the company's long-term margin potential, and this justifies a Buy rating in the face of more near-term volatility.
Michael Burry, the hedge fund manager famously portrayed in The Big Short , has been anything but conventional in 2025. Last quarter, he liquidated nearly his entire portfolio, keeping just one stock: Estée Lauder Companies Inc.(NYSE: EL).
Hedge funds made some pretty interesting bets in the first quarter of this year, and a lot of them, I believe, have mostly flown under the radar of investors.
Estee Lauder's son - a "cosmetics industry icon" who built the make-up brand into a global powerhouse - has died aged 92.