Estée Lauder (EL) Nominates Rolex CEO and Holley Chairman to Boa

Estée Lauder Companies set fiscal 2030 targets: mid-single-digit annual organic sales growth, double-digit adjusted EPS growth, and 16.5%-18.5% adjusted operating margin. The company also expects a 30% or lower adjusted effective tax rate and improved free cash flow. It raised its fiscal 2027 outlook for sales, margin, and EPS growth, according to an SEC filing.

Estee Lauder (EL) projects mid-single-digit organic sales growth and double-digit adjusted EPS growth through 2030, targeting a 16.5-18.5% operating margin. The company is focusing on product innovation and local consumer engagement, particularly in China, which contributed $3.1B in net sales. Recent earnings beat estimates, with China segment revenue at $614M. The strategy follows a turnaround plan launched in 2025, aiming to accelerate growth after years of sluggish performance.

Estée Lauder (EL) set fiscal 2030 targets, aiming for mid-single-digit annual organic sales growth and double-digit adjusted EPS growth. The company plans to achieve a 16.5% to 18.5% adjusted operating margin by FY30, supported by its Beauty Reimagined strategy and Profit Recovery and Growth Plan. EL shares closed at $105.39 on Tuesday.

Estee Lauder announced fiscal 2030 targets, aiming for mid-single-digit annual organic sales growth and double-digit adjusted EPS growth. The company expects adjusted operating margins of 16.5% to 18.5% by 2030, driven by recovery in China and profitability improvements. China contributed $3.1 billion in net sales, about 20% of total revenue, with positive growth for four consecutive quarters.

Estée Lauder reported 6.7% sales growth to $3.72B in Q1 2027, beating estimates. Its 'Beauty Reimagined' strategy, focusing on digital expansion and AI, is driving recovery. Experts credit new retail channels and consumer engagement for the turnaround.

Wells Fargo raised Estee Lauder's (EL) price target to $110 from $95, citing strong Q1 2027 revenue growth of 5.8% to $15.28B. Despite a 4.1% stock drop, the firm noted 30.2% gains over three months. Fragrance drove growth, with debates on future deceleration. Goldman Sachs also raised its target to $129, highlighting strong earnings and raised guidance.