Estee Lauder Companies Inc. Class A (EL)

Over the past six months, Estée Lauder's stock has experienced fluctuations. As of July 21, 2025, the share price was $87.02, down 0.22% from the previous day. In January 2025, the company reviewed its brand portfolio due to a slump in demand in China and increased competition. In June 2025, HSBC and Deutsche Bank upgraded their outlook for Estée Lauder Companies from Hold to Buy. The company is expected to release its next earnings report on August 20, 2025.

Demand for The Estée Lauder Companies' products exhibits seasonality, with the holiday season being a crucial period. The end of the year traditionally marks the peak season for cosmetics and skincare sales. The company's manufacturing system is "order-driven" due to customer preferences, product seasonality, and limited seasonal promotion windows.

The Estée Lauder Companies Inc. is a global leader in prestige beauty, headquartered in New York City. It operates in the cosmetics and toiletries industry, offering skincare, makeup, fragrance, and hair care products under brands like Estée Lauder, Clinique, and MAC. The company's products are sold in approximately 150 countries and territories, with skincare being the highest revenue generator in 2022.

The Estée Lauder Companies has a diversified global presence, including operations in Asia-Pacific, the Middle East, Europe, Africa, and the Americas. North America was the largest revenue-generating region in 2022, with the U.S. being the leading market, followed by China and the UK. The company sells its products in approximately 150 countries and territories and has a strong presence in emerging markets.

The Estée Lauder Companies is recognized as a global leader in prestige beauty with a strong brand portfolio. The company emphasizes sustainability initiatives. The company's business has been affected by a slump in demand in China and intense competition from newer beauty and skincare brands. Despite these challenges, the company continues to focus on innovation and efficacy, offering high-quality products and a luxury shopping experience.

The Estée Lauder Companies Inc. has a diverse ownership structure, primarily composed of public shareholders, institutional investors, and the Lauder family. Institutional shareholders own 58.70% of the company, while Estée Lauder Companies insiders own 6.44%, and retail investors hold 34.86%. The Lauder family holds 38% equity and 86% voting power.