Added to YB: 2025-08-01
Pitch date: 2025-07-31
EL [neutral]
The Estée Lauder Companies Inc.
+15.77%
current return
Author Info
Rebound Capital shares deep research on beaten-down stocks. Sign up for the newsletter.
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
$89.92
Price Target
120.00 (+15%)
Dividend
1.33%
EV/EBITDA
15.74
P/E
-40.64
EV/Sales
3.12
Sector
Personal Care Products
Category
turnaround
Deep Dive: Estée Lauder Companies
EL (overview): Prestige beauty giant (~$33B mkt cap) down 80% since 2022. China-dependent (93% of decline from Chinese consumers); daigou grey-market crash devastated sales. New CEO's 'Beauty Reimagined' plan includes 5-7K job cuts. Financial stress: declining sales (-10% YoY), mounting debt, failed acquisitions. Bull case: $120 PT (30% upside).
Read full article (6 min)