
Estee Lauder (EL) Stock Forecast & Price Target
Estee Lauder (EL) Analyst Ratings
Bulls say
Estée Lauder Cos continues to demonstrate resilience and growth in the global prestige beauty market, with reported sales expected to increase by 5.0% year-over-year to $15.04 billion in FY26, which is a revision upward from previous estimates. The company's online sales also show a robust increase, contributing 31% to total reported sales in FY25, reflecting a shift in consumer behavior and greater reliance on e-commerce platforms. Additionally, the expansion in travel retail, particularly in France, has led to double-digit retail sales gains, indicating strong performance across various channels and regions.
Bears say
Estée Lauder Cos's financial outlook reflects significant challenges, with a downward revision of the FY26 earnings per share (EPS) estimate to $2.10, a reduction from the previous estimate of $2.24. The company's performance in key segments is concerning, as skin care sales decreased by 16.2% YoY and hair care experienced a reported decline of 14.5%, primarily driven by poor performance in Asia-Pacific and the travel retail sector. These factors, combined with expectations of only slight organic sales growth in the upcoming quarter, contribute to a negative sentiment regarding the company's future financial performance.
This aggregate rating is based on analysts' research of Estee Lauder and is not a guaranteed prediction by Public.com or investment advice.
Estee Lauder (EL) Analyst Forecast & Price Prediction
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