Estee Lauder's Turnaround Is Starting to Bear Fruit -- Market Talk

Dow Jones01-05

0814 ET - Estee Lauder is beginning to execute on its turnaround, Raymond James analysts say in a research note. The owner of beauty brands such as MAC and Smashbox is seeing improved trends across its top two markets, U.S. and China. "And we see opportunity for sustained growth, supported by stepped-up innovation, brand mix and marketing," the analysts add. Estee Lauder is diversifying towards faster-growth channels such as Amazon and TikTok Shop--with online now accounting for nearly a third of total sales--while also limiting exposure to legacy department stores. The analysts say they believe 2026 is the start of a multi-year profit recovery. Raymond James upgrades Estee Lauder to strong buy from market perform. Estee Lauder climbs 3.4% premarket. (connor.hart@wsj.com)

(END) Dow Jones Newswires

January 05, 2026 08:14 ET (13:14 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2601461881?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-05 21:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2601461881","market":"sh","top_or_hot":-1,"title":"Estee Lauder's Turnaround Is Starting to Bear Fruit -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0814 ET - Estee Lauder is beginning to execute on its turnaround, Raymond James analysts say in a research note. The owner of beauty brands such as MAC and Smashbox is seeing improved trends across its top two markets, U.S. and China. \"And we see opportunity for sustained growth, supported by stepped-up innovation, brand mix and marketing,\" the analysts add. Estee Lauder is diversifying towards faster-growth channels such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and TikTok Shop--with online now accounting for nearly a third of total sales--while also limiting exposure to legacy department stores. The analysts say they believe 2026 is the start of a multi-year profit recovery. Raymond James upgrades Estee Lauder to strong buy from market perform. Estee Lauder climbs 3.4% premarket. (connor.hart@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 05, 2026 08:14 ET (13:14 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Estee Lauder's Turnaround Is Starting to Bear Fruit -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEstee Lauder's Turnaround Is Starting to Bear Fruit -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-05 21:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0814 ET - Estee Lauder is beginning to execute on its turnaround, Raymond James analysts say in a research note. The owner of beauty brands such as MAC and Smashbox is seeing improved trends across its top two markets, U.S. and China. \"And we see opportunity for sustained growth, supported by stepped-up innovation, brand mix and marketing,\" the analysts add. Estee Lauder is diversifying towards faster-growth channels such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and TikTok Shop--with online now accounting for nearly a third of total sales--while also limiting exposure to legacy department stores. The analysts say they believe 2026 is the start of a multi-year profit recovery. Raymond James upgrades Estee Lauder to strong buy from market perform. Estee Lauder climbs 3.4% premarket. (connor.hart@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 05, 2026 08:14 ET (13:14 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2552382058.USD","symbol_name":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601461881","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601461881","pubTimestamp":1767618840,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0814 ET - Estee Lauder is beginning to execute on its turnaround, Raymond James analysts say in a research note. The owner of beauty brands such as MAC and Smashbox is seeing improved trends across its top two markets, U.S. and China. \"And we see opportunity for sustained growth, supported by stepped-up innovation, brand mix and marketing,\" the analysts add. Estee Lauder is diversifying towards faster-growth channels such as Amazon and TikTok Shop--with online now accounting for nearly a third of total sales--while also limiting exposure to legacy department stores. The analysts say they believe 2026 is the start of a multi-year profit recovery. Raymond James upgrades Estee Lauder to strong buy from market perform. Estee Lauder climbs 3.4% premarket. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","BK4504":"桥水持仓","BK4558":"双十一","EL":"雅诗兰黛","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","BK4588":"碎股","BK4183":"个人用品","BK4585":"ETF&股票定投概念","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"translate_title":"雅诗兰黛的扭亏为盈初见成效——市场谈","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EL":1.5},"content_text":"0814 ET - Estee Lauder is beginning to execute on its turnaround, Raymond James analysts say in a research note. The owner of beauty brands such as MAC and Smashbox is seeing improved trends across its top two markets, U.S. and China. \"And we see opportunity for sustained growth, supported by stepped-up innovation, brand mix and marketing,\" the analysts add. Estee Lauder is diversifying towards faster-growth channels such as Amazon and TikTok Shop--with online now accounting for nearly a third of total sales--while also limiting exposure to legacy department stores. The analysts say they believe 2026 is the start of a multi-year profit recovery. Raymond James upgrades Estee Lauder to strong buy from market perform. Estee Lauder climbs 3.4% premarket. (connor.hart@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  January 05, 2026 08:14 ET (13:14 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601461881","isCrawlerRequest":true}