
Estee Lauder (EL) Stock Forecast & Price Target
Estee Lauder (EL) Analyst Ratings
Bulls say
Estée Lauder Cos is positioned favorably in the global prestige beauty market, with a diverse product portfolio that includes skin care (49% of fiscal 2025 sales), makeup (29%), fragrance (17%), and hair care/others (5%). The company has demonstrated robust growth potential, with total reported sales projected to increase by 5.0% year-over-year to $15.04 billion in FY26, up from previous estimates due to strong performance in areas like travel retail and e-commerce, which reached 31% of reported sales in FY25. Additionally, the fragrance segment showed resilience with a 3.9% year-over-year sales increase, indicating positive consumer demand and reinforcing the company's strong market presence across various distribution channels.
Bears say
Estée Lauder's fiscal outlook shows a concerning trend with a reduction in the FY26 earnings per share (EPS) estimate from $2.24 to $2.10, reflecting a significant contraction in key segments. Notably, fourth-quarter sales for skin care declined by 16.2% year-over-year, and hair care experienced an alarming decrease of 14.5% on a reported basis, primarily driven by ongoing challenges in the Asia Pacific region and travel retail sector. While the company's overall sales outlook for FY26 met expectations, the shortfall in EPS relative to consensus forecasts raises red flags about the firm's financial health moving forward.
This aggregate rating is based on analysts' research of Estee Lauder and is not a guaranteed prediction by Public.com or investment advice.
Estee Lauder (EL) Analyst Forecast & Price Prediction
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