Added to YB: 2025-06-12
Pitch date: 2025-06-11
EL [bullish]
The Estée Lauder Companies Inc.
+51.95%
current return
Author Info
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Company Info
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.
Market Cap
$37.9B
Pitch Price
$68.51
Price Target
N/A
Dividend
1.33%
EV/EBITDA
15.74
P/E
-40.64
EV/Sales
3.12
Sector
Personal Care Products
Category
turnaround
Two Asymmetric Bets I’m Making Right Now - The Estée Lauder Companies Inc.
EL: Down 80% from $350 to $69. Signs of turnaround: Burry 13F, large call buys, insider purchases. Issues: China demand shock, inventory build, rigid costs. Repositioning: less Travel Retail (down to 13% from 30%), focused on La Mer/The Ordinary/Le Labo, cost cutting. FY25 trough, FY26+ recovery. 25% discount to L'Oreal at trough earnings.
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