Estée Lauder Companies (EL) Names Communications Chief, Is The Stock 13% Undervalued?

Simply Wall St.07-22 15:27

Estée Lauder Companies (EL) has drawn attention with the appointment of Madeleine Boyd as Senior Vice President, Global Brand Communications. This leadership change arrives as the company works ...

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This leadership change arrives as the company works ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/household/nyse-el/estee-lauder-companies/news/este-lauder-companies-el-names-communications-chief-is-the-s\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","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>Estée Lauder Companies (EL) Names Communications Chief, Is The Stock 13% Undervalued?</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\">\nEstée Lauder Companies (EL) Names Communications Chief, Is The Stock 13% Undervalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-22 15:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/household/nyse-el/estee-lauder-companies/news/este-lauder-companies-el-names-communications-chief-is-the-s><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Estée Lauder Companies (EL) has drawn attention with the appointment of Madeleine Boyd as Senior Vice President, Global Brand Communications. This leadership change arrives as the company works ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/household/nyse-el/estee-lauder-companies/news/este-lauder-companies-el-names-communications-chief-is-the-s\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GLAM","symbol_name":"Corgi Beauty, Skincare & Aesthetics ETF","start_time":0,"source_url":"https://simplywall.st/stocks/us/household/nyse-el/estee-lauder-companies/news/este-lauder-companies-el-names-communications-chief-is-the-s","article_id":"2653758512","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/207221-main-header/1756213083803"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/household/nyse-el/estee-lauder-companies/news/este-lauder-companies-el-names-communications-chief-is-the-s","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2653758512","pubTimestamp":1784705272,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Estée Lauder Companies (EL) has drawn attention with the appointment of Madeleine Boyd as Senior Vice President, Global Brand Communications. This leadership change arrives as the company works through competitive pressures and softer recent organic revenue trends.\nSee our latest analysis for Estée Lauder Companies.\nAgainst this backdrop, Estée Lauder Companies’ recent leadership move comes as the stock trades at US$82.37, with the share price down 22.85% year to date but showing a 7.45% 90...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"GLAM":"Corgi Beauty, Skincare & Aesthetics ETF","BK4504":"桥水持仓","EL":"雅诗兰黛","BK4183":"个人用品","BK4588":"碎股","BK4548":"巴美列捷福持仓","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","BK4585":"ETF&股票定投概念","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4558":"双十一","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC"},"translate_title":"雅诗兰黛公司 (EL) 任命传播主管，股票被低估 13%？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EL":1.5,"GLAM":0.6},"content_text":"Estée Lauder Companies (EL) has drawn attention with the appointment of Madeleine Boyd as Senior Vice President, Global Brand Communications. This leadership change arrives as the company works through competitive pressures and softer recent organic revenue trends. See our latest analysis for Estée Lauder Companies. Against this backdrop, Estée Lauder Companies’ recent leadership move comes as the stock trades at US$82.37, with the share price down 22.85% year to date but showing a 7.45% 90 day share price return. Longer term total shareholder returns over 3 and 5 years have declined 51.17% and 73.07% respectively, indicating that recent momentum is stabilising from a much weaker multi year performance. If this kind of brand reset has you thinking more broadly about where growth stories might emerge next, it could be a good time to look at 18 top founder-led companies Estée Lauder Companies still controls a powerful portfolio of beauty brands, and the Boyd appointment underlines how much value it places on that strength. The real question now is whether the current share price reflects that reality. AdvertisementMost Popular Narrative: 13.4% Undervalued On the latest widely followed view of Estée Lauder Companies, a fair value of $95.12 sits above the $82.37 share price, framing the Boyd hire within an active turnaround and restructuring program.  Operational restructuring (PRGP) is driving a multi-year program of cost savings through SG&A reduction, outsourcing, localized production, and improved procurement, with these savings being reinvested into consumer-facing activities and innovation; this is expected to support operating margin improvement and stronger earnings growth.  Read the complete narrative. Want to see what kind of revenue path and margin rebuild would have to occur for Estée Lauder Companies to align with that fair value? The narrative relies on a specific earnings trajectory, a step change in profitability and a future valuation multiple usually reserved for faster growing peers. Result: Fair Value of $95.12 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Estée Lauder Companies still faces meaningful risks, including prolonged travel retail softness and pressure from fast growing digital and clean beauty competitors that are challenging its pricing power. Find out about the key risks to this Estée Lauder Companies narrative. Another View: Estée Lauder Companies Through The Sales Multiple Lens Our DCF work flags Estée Lauder Companies as trading about 36.6% below an estimated future cash flow value of $129.98. At the same time, the market currently prices the stock on a P/S of 2x versus 0.9x for the wider US Personal Products industry and 2.1x for peers. The fair ratio for Estée Lauder Companies sits at 2.4x P/S, a level the market could move towards over time. This leaves a gap that could either close through share price moves, changes in sales, or both. For an investor weighing these signals side by side, which story feels more convincing? See what the numbers say about this price — find out in our valuation breakdown. NYSE:EL P/S Ratio as at Jul 2026Next Steps With Estée Lauder Companies presenting both concerns and reasons for optimism, now is the moment to review the data yourself, consider how the balance of risks and rewards stacks up in your view, and then take a closer look at the 2 key rewards and 2 important warning signs Looking For More Investment Ideas Beyond Estée Lauder Companies? If Estée Lauder Companies has you reassessing where potential opportunities might sit, now is a great moment to scan for other stocks that better fit your criteria. Use the Simply Wall St screener to quickly spot focused ideas built around quality, value, and resilience, instead of trying to track everything on your own.  Target potential bargains by reviewing 50 high quality undervalued stocks that pair solid fundamentals with prices that may not fully reflect their current profiles. Prioritise financial strength by checking the solid balance sheet and fundamentals stocks screener (48 results) to see companies with balance sheets that may better withstand tougher conditions. Get ahead of the crowd by scanning the screener containing 20 high quality undiscovered gems that combine strong fundamentals with relatively low market attention.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Estée Lauder Companies might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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