$Estee Lauder(EL)$ 

The Estee Lauder Companies Inc. manufacturers, markets and sells skin care, makeup, fragrance and hair care products. The Company's merchandises are sold in approximately 150 countries and territories under various renowned brands, including Estee Lauder, Aramis, Clinique, Lab Series, Origins, M.A.C, Bobbi Brown, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin, Smashbox, Le Labo, Editions de Parfums Frederic Malle, GLAMGLOW, Kilian Paris, Too Faced, Dr.Jart+, DECIEM and The Ordinary. It also offers fragrances, cosmetics and/or related products under the brands of Tom Ford, Dr. Andrew Weil, and AERIN.

Investment Overview

Post-COVID Business Acceleration (PCBA) plan. The 'PCBA' program is a two-year restructuring plan to improve efficiency and effectiveness by rebalancing resources to the growth areas. One of the key initiatives is to shift the focus to e-commerce, the fastest growing channel, which should enhance the Company’s long-term outlook.

Increasing focus on Asia Pacific markets. The Asian market contributed 34% of total revenue in FY21. To tap into this fast-growing market, the company has established an innovation center in Shanghai and strengthened its partnership with popular sales channels such as Tmall and JD. The approaches are expected to strengthen its market position in Asia.

A firm track record despite short-term hiccups. Estee Lauder has demonstrated steady revenue momentum and profitability over the past years. Nevertheless, the COVID-19 resurgence and snap lockdown in China could affect its sales to some extent. Considering its strong brand images and continuous market consolidation in the industry, we are still positive on its medium-term outlook.


While Estee Lauder’s share price has been fluctuating significantly given the weak macro environment in 2022, we remain confident for its performance in 2023.

@TigerStars 

DYODD  

# 💰 Stocks to watch today?(29 Mar)

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  • YvetteGunther
    ·2023-02-09
    Fair to overvalued at 240. Would need to see sub 200 for an attractive entry level. Earnings are expected to decline in 2023. 25 times $5.50-6.50 forecasted EPS seems reasonable. Even 7-8 / share cash flow at 20 times is fair. Overvalued at 240.
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  • YeddaJohnson
    ·2023-02-10
    The company is expensive, has a sticky moat, it seems to be growing, the balance sheet looks great otherwise. The growth prospects are large imo which justifies the premium to an extent.
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  • XantheJuliana
    ·2023-02-09
    EL will move a lot higher. Not holding my breath, but buying when it sells off. Building into 2023.
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  • YaleBrewster
    ·2023-02-09
    This will be above 300 by the end of march. That is a fact.
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  • powerbert
    ·2023-02-09
    This type of well known company their growth potential is limited.
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  • Helen1229
    ·2023-02-13
    👍🏻👍🏻👍🏻👍🏻👍🏻
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  • khiong
    ·2023-02-09
    😃😃
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  • TVL
    ·2023-02-09
    ok
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  • David3547
    ·2023-02-09
    ok
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  • Blessedme
    ·2023-02-09
    noted
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  • BGTAN
    ·2023-02-09
    ok
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  • Goldenblue
    ·2023-02-09
    Okt hanks
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  • ChosenPadawa
    ·2023-02-09
    Ok
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  • T2huat
    ·2023-02-09
    ok
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  • sfleong1
    ·2023-02-09
    like
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  • Meowlisa
    ·2023-02-09
    Slim
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  • qazwsxedcrfv
    ·2023-02-09
    [Like]
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  • 0QH
    ·2023-02-09
    k
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  • SamuelNg
    ·2023-02-09
    ok
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  • Cyberboyz
    ·2023-02-09
    Ok
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