Currently, several high-profile stocks in the S&P 500 are trading at their 52-week lows. These firms have all had their shares beaten down 15% to 30% in the last three months, but also show signs of a potential rebound. What caused these firms to experience big drops in their share price? Recent financial results show that all these firms beat adjusted earnings per share estimates. Yet, they saw their share prices drop sharply over the subsequent days. Let's explore the reasons for optimism and highlight th ...

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 ...

All three are poised to keep growing, and they recently had solid dividend yields, too.For many individual investors, the best way to build wealth over the long run is with one or more simple, low-fee index funds, which can be all we need to build secure financial futures.Index funds require little brain power from us and little attention. Keep adding money to the funds over many years, and they should grow well for you, delivering roughly the same returns as the indexes they track.An S&P 500 index fund, fo ...

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 FavorThe Zacks Rank #3 (Hold) company commenced the implementation of its Profit Recovery Plan for the fiscal 2025 and 2026 (announced in November 2023) aimed a ...

Baloncici My original thesis on buying The Estée Lauder Companies (NYSE:EL) was a variant of the dogs of the Dow theory, though they are not one of the 30 stocks in the Dow Jones index. In 2023, Estée Lauder lost 40% of its market value, coming off a poor 2022. That price movement alone is obviously not a reason to buy or sell a company, but it was a filter to assess whether a company's stock might be selling at a discount. I like buying companies that have durable competitive advantages that are discounted ...

The Estee Lauder Companies Inc. (EL) announced the completion of its acquisition of DECIEM Beauty Group Inc. (“DECIEM”), a vertically integrated, multi-brand company based in Canada. The final phase of the acquisition was completed on May 31, 2024, using cash on hand for an estimated $860 million. The total investment across three stages amounted to approximately $1.7 billion, net of cash, subject to post-closing adjustments.DECIEM, known as "The Abnormal Beauty Company," is renowned for its dedication to i ...

The Estee Lauder Companies Inc. (EL) is reaping benefits from the implementation of a Profit Recovery Plan and robust presence in emerging markets where demand is growing. The company's strategic initiatives, including innovation pipeline optimization and AI integration, are aimed to bolster profitability.However, challenges such as softness in mainland China and geopolitical tensions are risks. Let’s delve deeper.Rebuilding ProfitabilityEstee Lauder commenced the implementation of its Profit Recovery Plan ...

Have you assessed how the international operations of Estee Lauder (EL) performed in the quarter ended March 2024? For this beauty products company, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journey. Investors must unde ...

Key TakeawaysEstee Lauder reported fiscal third-quarter profit and revenue that beat estimates, but lowered its revenue guidance, warning of ongoing macroeconomic pressures, including in China.The beauty products maker projected 2024 sales will be down 2% to 3%, versus its earlier outlook of a 1% drop to a 1% gain.Shares fell in intraday trading Wednesday following the earnings release, sending them into negative territory for 2024. Estee Lauder (EL) shares dropped over 14% in intraday trading Wednesday aft ...

护肤品销售 - 2024年第一季度，Estée Lauder的护肤品净销售额增长了8%，主要受益于La Mer和Estée Lauder的高净销售额，反映了亚洲旅行零售业务的增长[153] - 报告显示，2024年3月31日，护肤品净销售额为2,060百万美元，较去年同期增长8%[183] 彩妆销售 - 2024年第一季度，Estée Lauder的彩妆净销售额增长了3%，主要受益于Estée Lauder在亚洲旅行零售业务中的高净销售额，反映了零售销售趋势的显着顺序改善[154] 香水销售 - 2024年第一季度，Estée Lauder的香水净销售额基本持平，包括外汇汇率不利影响1%。香水净销售额反映了Estée Lauder的净销售额下降，以及与2022年6月30日生效的某些设计师香水许可证终止相关的残余净销售额的不利年度影响[155] - 香水部门2024年3月31日的净销售额为575百万美元，与去年同期相比略有下降[199] - 2024年3月31日，Estée Lauder公司的香水净销售额基本持平，主要受到汇率不利影响1%的影响[200] - 2024年3月31日，Le Labo和Jo Malone London的净销售额增加约8200万美元，主要受到英雄产品的增长和新产品推出的推动[201] - 2024年3月31日，Estée Lauder公司的香水净销售额下降约7200万美元，主要受到Beautiful产品系列净销售额下降的影响[202] - 2024年3月31日，香水净销售额受到约700万美元和约400万美元的不利外汇翻译影响[203] - 2024年3月31日，香水净销售额几乎持平，主要受到销量下降7%和汇率不利影响1%的影响，部分抵消了定价上涨7%的增长[204] - 2024年3月31日，香水净销售额增长2%，主要受到定价上涨5%的推动，部分抵消了销量下降3%的影响[205] 地区销售 - 2024年3月31日，美洲地区净销售额增长3%，主要受到定价上涨7%和来自TOM FORD品牌的版税收入的影响[213] - 2024年3月31日，欧洲、中东和非洲地区净销售额增长12%，主要受到定价上涨13%的推动[218] - 2024年3月31日，亚太地区净销售额下降1%，主要受到5%的不利外汇翻译影响和10%的销量下降的影响[225] 财务表现 - 公司在2024年3月31日的净销售额为3,940百万美元，较去年同期增长5%[176] - 2024年3月31日三个月的营业费用占净销售额的比例为58.4%，较去年同期的61.2%有所下降[235] - 2024年3月31日三个月的营业利润为5.31亿美元，较去年同期的2.97亿美元增长了79%[237] - 报告显示2024年3月31日三个月的化妆品营业利润增加，主要受益于雅诗兰黛、Clinique、M·A·C和TOM FORD的运营结果提升[247] 公司财务 - 2024年前九个月，雅诗兰黛公司净销售额为117.37亿美元，同比下降5%[281] - 2024年前九个月，雅诗兰黛公司在欧洲、中东和非洲地区销售额下降11%[281] - 2024年前九个月，雅诗兰黛公司运营利润下降29%[283] - 雅诗兰黛公司预计通货膨胀将继续影响其运营结果[286] - 雅诗兰黛公司长期债务被标准普尔评级为A，摩ody's评级为A1[288] - 2024年3月31日，雅诗兰黛公司的总债务为7,770百万美元，其中长期债务为7,265百万美元，占总资本的57%[289] - 2024年前9个月，雅诗兰黛公司经营活动提供的净现金流为1,471百万美元，投资活动使用的净现金流为735百万美元，融资活动提供的净现金流为1,059百万美元[290] - 2024年2月，雅诗兰黛公司发行了6.50亿美元、5.00%的优先票据，增加了债务，同时偿还了2.35%到期的2.50亿美元优先票据[292] 风险管理 - 截至2024年3月31日，雅诗兰黛公司的外汇风险管理包括使用外汇远期合同来减少外汇汇率波动的影响，对外汇远期合同进行敏感性分析显示，美元对外币汇率的10%贬值将导致投资组合净价值减少[300] 公司治理 - 公司暂停了2022年12月份的股票回购计划[315] - 公司董事会授权了最多2.56亿股的股票回购计划[315] - 公司内部控制报告显示，在2024财年第三季度没有对财务报告的内部控制产生重大影响[312]