$EL

Estée Lauder (EL) reported Q4 net sales of $3.63B, up 6.3%, driven by luxury fragrance and skincare. It forecasted fiscal 2027 adjusted EPS of $3.10-$3.35, above estimates, sending shares up 11% premarket. However, makeup sales were flat, and hair care dropped 1%. The company also reported a $38M tariff-refund benefit and a net loss of $116M, down from $546M a year earlier.

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.

Boots' £7bn sale to Weston family is at risk after Sycamore Partners rejected a reduced offer. Frasers Group completed its Harvey Nichols acquisition. P&G agreed to buy Thorne for $3.8bn. Estée Lauder reported a 5% sales increase to $15bn, driven by fragrance and skincare. Other retail and beauty sector updates include Sephora's expansion, Jo Malone's Boots partnership, and Coty's mixed financial results.

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.

La Lande Rashida (Exec VP & General Counsel) sold 5,564 shares of ESTEE LAUDER COMPANIES INC (EL) at $99.55 ($0.55M total) on 2026-08-21.

Estée Lauder reported 3% organic sales growth in Q4 2026, driven by its 'Beauty Reimagined' strategy and Profit Recovery and Growth Plan. Key brands like Jo Malone and TOM FORD contributed to growth. The company expects 3% to 5% organic sales growth in fiscal 2027, with raised operating margin guidance of 12.7% to 13.5%. Management prioritized minority M&A deals and deleveraging the balance sheet. Travel retail stabilized at 15% of sales, and China's market showed recovery.