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雅诗兰黛在Argus赢得了增长前景，新渠道和盈利能力的升级
2025-11-12 05:19
- Estée Lauder’s (EL) stronger-than-expected fiscal first-quarter results highlighted progress in expanding distribution channels, improving cost efficiencies, and rebuilding its travel retail business — driving profits that more than doubled from a year ago, along with higher revenue and margins.
- “Given prospects for mid-single-digit growth in the beauty industry and widening margins, we believe that Estée Lauder shares are undervalued at 28.9x our revised FY27 EPS estimate,” said Argus analyst John Staszak, who upgraded the stock to Buy from Hold and set a $105 price target, representing 15% upside from Tuesday’s closing price.
- Looking ahead, Estée Lauder (EL) has restored revenue growth and aims to achieve low double-digit operating margins in the near-term, attracting new customers with increased innovation efforts, and entering new channels such as Amazon Premium Beauty (AMZN), Sephora (OTCPK:LVMHF) (OTCPK:LVMUY), and Ulta (ULTA).
- After a six-day losing streak, Estée Lauder (EL) shares are in the green for a second day, closing with a 1.4% gain on Tuesday.
More on Estee Lauder
- The Estée Lauder Companies Inc. (EL) Q1 2026 Earnings Call Transcript
- Estée Lauder: A Moat That Isn't There, Still Too Pricey To Bear
- Estée Lauder: Concealing The Past?
- Estée Lauder family trusts to sell 11.3M shares to settle Leonard A. Lauder estate obligations
- Estée Lauder reaffirms fiscal 2026 outlook with focus on driving 3% organic sales growth and double-digit operating margin
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