EL
Estee Lauder
October 15, 2026 · market open
- Rarity
- 1.35
- Peak move
- +5.61%
- Float cap
- $25.0B
Estee Lauder is a global prestige beauty company that makes and markets skin care, makeup, fragrance and hair care products, sold under brands including its namesake label, Clinique, M.A.C, La Mer, Jo Malone London and Aveda. It reaches consumers in more than 150 countries through department stores, travel retail, specialty beauty retailers, salons and spas, and its own stores and e-commerce sites, with roughly a quarter of sales each from the United States and China.
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What we found
8 events · 0 from SEC or newswire · 0 timed with the moveanalyst_ratingUBS lowered its price target on Estee Lauder to $104 from $106 while maintaining a Neutral rating.
litigation_outcomeShiseido subsidiary Beaute Prestige Internationale is seeking more than €2.6m in damages from Shein over sales of its beauty products outside its selective distribution network, with the Marseille Commercial Court postponing its ruling to Jan 26.
- Key event
executive_remarkEstee Lauder CEO Stephane de La Faverie said China is one of its most important markets and will visit China for the first time as CEO at the ninth China International Import Expo in Shanghai in November, with mainland China organic net sales up 9% for fiscal 2026 and 7% in Q4.
- Key event
analyst_ratingMorgan Stanley analyst Dara Mohsenian raised the price target on Estee Lauder to $112 from $102, keeping an Equal Weight rating.
analyst_ratingCiti maintained a Buy rating on Estee Lauder with a $115 price target.
- Key event
executive_remarkEstee Lauder CFO Akhil Shrivastava said the company is evaluating local and third-party manufacturing in India, possibly using its three Uttarakhand plants acquired via Forest Essentials, and aims to lift emerging markets to about 15% of revenue from roughly 10%.
peer_disclosureLVMH reported Q3 2026 revenue of €18.5bn, up 1% organically, with Fashion & Leather Goods down 5% organically to €8.25bn on weaker China demand, Perfumes & Cosmetics up 1% and Selective Retailing up 8%.
executive_appointmentEstee Lauder named former L'Oreal executive Gaetane Baudry senior vice president and global general manager of its Bobbi Brown cosmetics line, effective October 8, 2026, based in New York and reporting to Lisa Sequino.