Estée Lauder (EL)’s China Bet Just Paid Off. Its Makeup Business Still Hasn’t Caught Up

Estee Lauder (EL) reported four consecutive earnings beats, raising its fiscal 2027 EPS guidance to $3.10-$3.35. Nike (NKE) guided revenue down, with Greater China down 12% and Converse down 32%. EL's stock rose 10.46% post-earnings, while NKE's turnaround timeline extends. EL's forward P/E is near 32, with a 1.3% yield. NKE offers a 4.3% yield but faces declining revenue.

Moderna (MRNA) surged 176.97% to $174.38 after reporting positive trial results for a cancer therapy with Merck (MRK). Estee Lauder (EL) rose 16% to $98.01 with revenue up 6.5% Y/Y. MicroStrategy (MSTR) gained 12.68% as Bitcoin prices rose. Nebius (NBIS) fell 10% after a $4.5B convertible note offering. Seagate (STX) dropped 8% to $832.56.

Estée Lauder (EL) reported fiscal 2026 Q4 and full-year earnings, showing organic net sales up 3%, adjusted operating margin at 11.2%, and adjusted diluted EPS at $2.51. Fragrance and Skin Care led growth, with Jo Malone and TOM FORD joining the billion-dollar brand club. The company guided fiscal 2027 organic sales growth of 3% to 5% and adjusted operating margin of 12.7% to 13.5%. Challenges include Middle East conflict impacts and Hair Care declines. Hedge fund ownership held steady at 47 fun

Estée Lauder (EL) reported 3% organic net sales growth for fiscal 2026, with adjusted EPS of $2.51, up 66%. Key drivers included 10% fragrance sales growth and 9% growth in Mainland China. Guidance for fiscal 2027 includes 3-5% organic sales growth and adjusted EPS of $3.10-$3.35. Management highlighted margin expansion and strategic initiatives, including headcount reductions and digital investments.

Estée Lauder (EL) reported Q2 revenue of $3.64 billion, beating estimates, with organic revenue up 5%. Adjusted EPS was $0.39, also topping forecasts. Management cited strong sales across regions and product categories, particularly in Skin Care and Fragrance, and operational improvements. Despite a GAAP loss, cost control and market share gains were highlighted. Analysts questioned margin outlook, organic sales growth, and regional strategies, with management providing detailed responses. EL st

Estee Lauder Companies (EL) stock rose 18.4% after reporting fiscal 2026 results and raising its fiscal 2027 profit margin outlook. Revenue was $3.6B, up 6% YoY, beating estimates. Management guided fiscal 2027 organic growth of 3% to 5%. Operating margin improved to 11.2%, with expectations of 12.7% to 13.5% for fiscal 2027. Cash from operations is expected to decrease to $1.3B to $1.4B due to restructuring costs.