The Estee Lauder Companies Inc. (EL) is likely to see top and bottom-line growth when it reports fourth-quarter fiscal 2024 earnings on Aug 19. The consensus mark for quarterly revenues is pegged at $3.83 billion, which indicates growth of 6.2% from the prior-year quarter’s reported figure.The Zacks Consensus Estimate for earnings per share (EPS) has decreased 2 cents in the past 30 days to 25 cents, calling for a significant improvement from 7 cents reported in the year-ago period.  EL has a trailing four- ...

公司概况 - 公司成立于1946年，是全球领先的美容公司，提供护肤、彩妆、香氛和护发产品，覆盖不同价格区间[3] - 公司品牌包括LA MER、TOM FORD、LE LABO、LO MALONE等，品牌定位在不同价格点和进步性[3][4] 市场定位 - 公司品牌Estée Lauder在价格范围中处于中等，但市场定位偏向于高端奢侈市场，与L'Oréal和LVMH等品牌竞争[5][6] 股权结构 - 公司由创始家族通过双层股权结构控制，拥有84%的投票权，但仅持有35%的经济利益[7] 财务表现 - 公司股价自高点下跌约75%，面临严重的财务挑战，包括可能的股息削减[2] - 公司自2022财年以来，经营业绩和自由现金流显示出近十年来最弱的结果[11][12] - 公司面临中国市场封锁和亚洲旅行疲软的影响，同时处于L'Oréal和LVMH等大玩家与快速增长的低价竞争对手之间的夹缝中[12] 业务策略 - 公司启动了重组计划，包括裁员和其他成本节约措施，并收购了加拿大公司DECIEM，该品牌在社交媒体上取得成功，但价格定位较低[13] - 公司完全收购DECIEM，总价17亿美元，其中8.6亿美元用于收购剩余股权，DECIEM在2021年的销售额为4.6亿美元[13] 财务预测 - 公司预计2024财年净销售额将下降2%至3%，每股收益预计为1.96至2.09美元，远低于前几年的水平[15] - 公司预计自由现金流约为10亿美元，但这主要得益于较低的库存，这是一个一次性效应[20] 资本结构与分配 - 公司净债务约为50亿美元，最近发行了6.5亿美元的债券，利率为5%，并支付了8.6亿美元用于DECIEM收购，同时每年支付近10亿美元的股息[17] - 公司债务结构良好，没有大的近期或中期到期债务[17] 股息风险 - 公司自由现金流仅略高于股息支付，存在股息削减的风险，特别是在2025财年可能不会强劲的情况下[21][23] 估值 - 公司当前市值为340亿美元，企业价值为390亿美元，即使假设自由现金流恢复到20亿美元，估值仍为20倍，表明市场仍预期大幅复苏[25][26] 结论 - 公司面临的风险和回报情况不利，建议避免投资[28]

In its upcoming report, Estee Lauder (EL) is predicted by Wall Street analysts to post quarterly earnings of $0.25 per share, reflecting an increase of 257.1% compared to the same period last year. Revenues are forecasted to be $3.83 billion, representing a year-over-year increase of 6.2%.The consensus EPS estimate for the quarter has been revised 7.5% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates dur ...

The market expects Estee Lauder (EL) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on August 19, 2024, might help the stock move higher if these key numbers are be ...

Baloncici Estee Lauder (NYSE:EL), one of the pioneer companies in the cosmetics industry, has seen its stock get hammered by more than 70% since its all-time highs by the end of 2021 and close to 30% since its recent highs in March 2022. Despite this massive underperformance compared to the S&P 500, which is up more than 15% year-to-date, Estee Lauder might now be a clear buy since its business fundamentals have begun to find a solid bottom. Data by YCharts Estee Lauder's nature is not a flawless busine ...

These smart glasses that have a still camera, a video camera and a bluetooth headset built in may be ... [+] only the beginning. (Photo by JOSH EDELSON / AFP) (Photo by JOSH EDELSON/AFP via Getty Images)AFP via Getty ImagesThe Wall Street Journal reports that Meta (owner of Facebook, Instagram and WhatsApp) is in talks to buy a $5 billion minority interest in EssilorLuxottica. EssilorLuxottica is the largest maker of eyewear in the world and the owner of many eyewear brands and retailers including Ray-Ban, ...

Meta is reportedly looking to buy a stake in its smart glasses partner EssilorLuxottica.The tech company is in talks to acquire a 5% stake in the eyewear maker, which owns the Ray-Ban brand, The Wall Street Journal (WSJ) reported Thursday (July 18), citing unnamed sources.A 5% stake could be valued at about 4.5 billion euros ($4.9 billion), according to the report.The talks may not result in a deal, the report said.Neither Meta nor EssilorLuxottica immediately replied to PYMNTS’ request for comment.The two ...

NEW YORK, July 01, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against The Estee Lauder Companies Inc. (NYSE: EL) on behalf of long-term stockholders following a class action complaint that was filed against Estee on December 7, 2023 with a Class Period from August 18, 2022 to May 2, 2023. Our investigation concerns whether the board of directors of Estee have breached their fiduciary duties to the company. The ...

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The Estee Lauder Companies Inc. (EL) is benefiting from the implementation of the Profit Recovery Plan and its strong presence in emerging markets where demand is growing. EL continues to operate in a challenging macroeconomic environment and geopolitical tensions across certain parts of the world. Let’s delve deeper. Factors Working in Estee Lauder’s Favor The Zacks Rank #3 (Hold) company commenced the implementation of its Profit Recovery Plan for the fiscal 2025 and 2026 (announced in November 2023) aime ...