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Added to YB: 2026-05-20

Pitch date: 2026-05-15

EL [neutral]

The Estée Lauder Companies Inc.

-4.08%

current return

Author Info

No bio for this author

Company Info

The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.

Market Cap

$29.0B

Pitch Price

$79.38

Price Target

N/A

Dividend

1.74%

EV/EBITDA

11.12

P/E

-116.71

EV/Sales

2.37

Sector

Personal Care Products

Category

special_situation

Show full summary:
Theodosian Capital | Stocks Update 15/5/2026 - EL/MC – Armani stake acquisition report

EL/MC (update): Reuters reports Giorgio Armani estate weighing 15% stake sale split equally to LVMH, L'Oreal & EssilorLuxottica per unusual will clause mandating sale 12-18mo post-death. Armani valued €4bn-€7bn; 5% stake manageable for MC (€225bn cap) or EL (€80bn cap).

Read full article (1 min)